What we are researching ?

20

18

• When an existing customer sends a

16

14

digital signal to their bank that 12

they’re researching and interested

10

in buying a mortgage, how does the

8

bank adjust it’s marketing for the 4

next three days.

2

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• We then use this data to rank how

good at marketing banks are.

1
•The first day is the most important and requires the
most work as your sending the buying messages to the
bank that you want to a mortgage.

•Take screen shots of every page

– You need to have an iPhone for the banking app checks.
– You will also need to log in to internet banking from a PC
or your mobile web browser. (We prefer a PC if possible)
•Hide any personal that you want hidden as shown on the
next page.

2
You can hide
personal
information but
please make
sure it’s clean

3
DAY 1

4
 Preparation

• Please use the same email address and mobile phone number for internet
banking as you use in your Google account. This makes is easier for the bank
to do marketing to you.

• Please ensure before you start the process that your opted in for all
marketing, give consent for data processing and have accepted mobile push
notifications. There maybe a marketing preference center where you can
complete this. Screen Shots Needed.

5
Day 1

IMPORTANT: Please screen shot all pages and add them to PowerPoint or a Word document
The Process:
1. Login.
2. Opt-in in to all marketing. (You may need to navigate to a marketing preference settings page)
3. Browse and only browse mortgage content.
4. Use mortgage calculators, get quotes & save quotes. (You’re sending a clear signal that you’re an
existing customer that’s interested in a mortgage)
5. You can stop the online mortgage buy process just before a credit check is conducted.
6. Login again browse the bank balance overview, main page & any offer/rewards pages. Look for any
mortgage related content.

6
 Day 1 –Internet Banking – Account Summary Page

You can add the

screen shots
into PowerPoint
or a word
document

We need the
main page and
any offer page.

• Example – You can hide $, account number and name – but please do it cleanly so we can
understand what’s happening on the page.

Details in the notes 7

Day 1 –Internet Banking – Getting Mortgage Quote
READ: The mortgage quote process will be lots of screen shots

1. You can add the

screen shots into
PowerPoint or a
word document

2. We need the main

page and any offer
page

3. Stop just before a

credit check but save
the quote
Details in the notes 8
 Day 1 –Internet Banking – Account Summary Page After
Mortgage Quote

You can add the

screen shots
into PowerPoint
or a word
document

We need the
main page and
any offer page.

• Example – You can hide $, account number and name – but please do it cleanly so we can
understand what’s happening on the page.

Details in the notes 9

Day 1 – Internet Bank – Logout Page

You can add the

screen shots
into PowerPoint
or a word
document

We need the
page after you
log-out

Details in the notes 10

Day 1 – Mobile Banking App – Using iPhone

You can add the screen shots into

PowerPoint or a word document

Day1 : Browse to mortgage pages in

the banking app.
We need the main page and any
offer page.

• Example – You can hide $, account number and

name – but please do it cleanly so we can
understand what’s happening on the page.

Details in the notes 11

Day 1 – Push or SMS/Text
1. You can add the screen shots
into PowerPoint or a word
document

2. We need a screen shots of

any marketing mobile push
messages or sms/text
messages sent from the
bank

3. Only save if marketing

related messages not day to
day bank transaction related
messages.
Details in the notes 12
 Congratulations you’ve done 80% of the work.

Just check back for the next two days to see how the
bank personalises.

13
DAY 2

14
 Day 2 –Internet Banking – Account Summary Page

You can add the

screen shots
into PowerPoint
or a word
document

We need the
main page and
any offer page.

• Example – You can hide $, account number and name – but please do it cleanly so we can
understand what’s happening on the page.

Details in the notes 15

Day 2 – Internet Bank – Logout Page

You can add the

screen shots
into PowerPoint
or a word
document

We need the
page after you
log-out

Details in the notes 16

Day 2 – Mobile Banking App – Using iPhone

You can add the screen shots into

PowerPoint or a word document

We need the main page and any

offer page.

• Example – You can hide $, account number and name – but please do it
cleanly so we can understand what’s happening on the page.
Details in the notes 17
Day 2 – Email Marketing

You can add the

screen shots
into PowerPoint
or a word
document

We need a
screen shots of
any email sent
today from the
bank.

Details in the notes 18

Day 2 – Push or SMS/Text
1. You can add the screen shots
into PowerPoint or a word
document

2. We need a screen shots of

any marketing mobile push
messages or sms/text
messages sent from the
bank

3. Only save if marketing

related messages not day to
day bank transaction related
messages.
Details in the notes 19
Day 2 – Google

Log-into Google with an account that

uses the same email address or
mobile number as you use with your
bank.

Search for: mortgage

We need a screen shot of the listings

in Google 20

Details in the notes

DAY 3

21
 Day 3 –Internet Banking – Account Summary Page

You can add the

screen shots
into PowerPoint
or a word
document

We need the
main page and
any offer page.

• Example – You can hide $, account number and name – but please do it cleanly so we can
understand what’s happening on the page.

Details in the notes 22

Day 3 – Internet Bank – Logout Page

You can add the

screen shots
into PowerPoint
or a word
document

We need the
page after you
log-out

Details in the notes 23

Day 3 – Mobile Banking App – Using iPhone

You can add the screen shots into

PowerPoint or a word document

We need the main page and any

offer page.

• Example – You can hide $, account number and name – but please do it
cleanly so we can understand what’s happening on the page.
Details in the notes 24
Day 3 – Email Marketing

You can add the

screen shots
into PowerPoint
or a word
document

We need a
screen shots of
any email sent
today from the
bank.

Details in the notes 25

Day 3 – Push or SMS/Text
1. You can add the screen shots
into PowerPoint or a word
document

2. We need a screen shots of

any marketing mobile push
messages or sms/text
messages sent from the
bank

3. Only save if marketing

related messages not day to
day bank transaction related
messages.
Details in the notes 26
Day 3 – Google

Log-into Google with an account that

uses the same email address or
mobile number as you use with your
bank.

Search for: mortgage

We need a screen shot of the listings

in Google 27

Details in the notes

Finished

28