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Current account mortgages Lawrence Della Valle, Head of The One account

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Current account mortgages Lawrence Della Valle, Head of The One account. The RBS Intermediary Roadshow. What we’re here to talk about. Flexible v Offset v CAM Growing consumer understanding Profile of a TOA CAM customer Customer benefits What’s in it for you. - PowerPoint PPT Presentation
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September 9, 2008 Make it happen Current account mortgages Lawrence Della Valle, Head of The One account The RBS Intermediary Roadshow
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Page 1: Current account mortgages Lawrence Della Valle, Head of The One account

September 9, 2008

Make it happen

Current account mortgages

Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

Page 2: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

2

What we’re here to talk about

• Flexible v Offset v CAM

• Growing consumer understanding

• Profile of a TOA CAM customer

• Customer benefits

• What’s in it for you

Page 3: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

3

Flexible v Offset v CAM

Flexible Mortgages

Offset

Mortgages

Current Account

Mortgages

Page 4: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

5

Profile of a typical One account customer

• Residential Locations

• Property

• Household Structure

• Financial Status

• Employment Status

• Car Status

Page 5: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

6

Changes in customer profile

Page 6: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

8

Consumer benefits

Flexibility & adaptability

Maximise Savings

Opportunity

Financial Freedom

Page 7: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

9

Consumer benefits

Page 8: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

10

The future

• New ‘Prospecting Zone’

• Marketing Material to your customers

• Customer Profiling

• Hints & Tips

Page 9: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

11

Summary

• Consumers are open to moving to a current account mortgage

• Benefit those on moderate incomes & affluent

• Consumer debt and flexibility provides a good reason to talk to customers

• The One account offers a full range of customer solutions

Page 10: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

12

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Page 11: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

13

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RBS Intermediary Partners on

08459 00 11 10

The One account team

Or visit rbsip.com

Page 12: Current account mortgages Lawrence Della Valle, Head of The One account

The RBS Intermediary Roadshow

14

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