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Has anyone gotten a pop up for Chase Private banking when logging into their Chase account? I wonder if it is targeted, or not?
Ive gotten it a bunch of times .. i dont think it is targeted because I dont qualify for it yet
^Same here. I get it frequently when I log into my Chase account. And I nowhere near qualify for it!!
I don't bank with Chase but I have lost clients due to CPC (I'm a branch manager for a community bank). I believe they work with individuals who have investable assets of $250k-1M. They give you the private banking experience that many banks require you have at least a million to get....good deal for the customer and Chase.
Thanks for the responses.
I did put in the request and speak to a private banker. He said it was targeted based on a lot of criteria, including bank and credit card activity, not necessarily bank balance, but activity to lead them to believe you might have asserts that aren't residing with Chase
i also don't qualify!
When I worked at a top 5 bank we would receive wealth management leads ($1 million plus) every few months. We would look at the profiles for these folks and they would have a checking or savings with a few thousand if that....but once you called and spoke with the folks you would find out they definitely qualified. Not sure what the criteria was (I'm assuming soft pull, housing data, etc) but they have a way of finding out quite a bit of info using public records.