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HSBC advances on the mid-market

HSBC has begun one of the year’s biggest product roll-outs and bank marketing campaigns, HSBC Advance, to promote the launch of a new all-in-one account targeted at the mid-market segment. As Farah Halime reports, HSBC is banking on the Advance product repeating the success of its popular Premier account.

 

advert imageHSBC, the largest bank in Europe by market capitalisation, has launched HSBC Advance, an all-in-one packaged account targeted at current account customers in the mid-market segment across 39 countries worldwide.

In the UK, the new account debuted at the start of February, replacing its existing HSBC ‘Plus’ packaged current account.

The account combines the features of the ‘Plus’ account with preferential rates and prices on a range of HSBC loans, overdrafts and mortgages, in addition to a range of services including roadside breakdown assistance and family insurance.

It is available across multiple channels, including priority counters in-branch, 24/7 phone banking, self-service and a dedicated website at www.hsbcadvance.com.

Around 800,000 HSBC Plus customers in the UK, who currently pay around £12 ($17.90) per month for the service, will now be transferred to the HSBC Advance account.

HSBC spokesman Mark Hemingway told BPA that the mid-market segment includes customers with a higher than average salary for their age who tended to travel abroad frequently.

HSBC Advance incorporates deposit, investment, insurance and credit card products and will cost new and upgrading customers £6 for an initial three-month introductory period and £12.95 per month thereafter, or 6% more than the £146.40 annual fee for the outgoing Plus account.

Hemingway told BPA: "Packaged current accounts are not right for everybody. We’ve had customer feedback on the Plus account – they love what they’ve got but they want a bit more as well.

"It is about creating a halfway house or a stepping stone as they progress to the Premier account."

Although free banking is prevalent in the UK, fee-based packaged accounts make up around 14% of all current accounts in the country. According to BPA estimates, the market was worth around £1.6bn in fees in 2009 and is predicted to be worth a further £2bn over the next five years.

HSBC is banking on the Advance product emulating the success of its Premier account. The Premier account has typically been marketed towards customers with around $100,000 of savings, though the limits vary from country to country, and is widely regarded as the most successful mass-affluent segment product in global banking.

In 2009, Premier customer numbers grew for the 10th consecutive year to around 3m, up from 1.9m in 2007, and has played a major role in helping HSBC to penetrate emerging wealth markets.

Such has been the success of Premier that HSBC has estimated it can achieve average revenue per Premier customer of over $1,000 by 2011.

 

US launch

HSBC Advance launched in the US on 30 January, replacing the bank’s existing HSBC Direct brand.

Although the US is not officially launching the full suite of Advance products until later this summer, Neil Brazil, vice-president for public affairs at HSBC North America told BPA that the bank had, to date, only rebranded its HSBC Direct online offering to HSBC Advance.

He said: "The name change has not affected existing customers’ banking activities in any way. The change was implemented as part of an ongoing HSBC initiative to offer a core suite of instantly recognisable products across major global markets."

Customers in Hong Kong, Indonesia, Panama, Sri Lanka, Taiwan and Turkey also received access to the Advance account at the beginning of the year.

The bank will continue rolling out HSBC Advance to more than 30 other countries where it has a retail banking presence during the year.

For UK customers, HSBC calculate that the Advance account will give customers savings of up to £500 based on the total cost of a variety of services.

It said that a typical worldwide travel insurance policy would cost £215 based on the price of an annual family travel insurance policy from Aviva Insurance, while roadside assistance from motoring organisation the RAC, included as part of the Advance package, was worth £99.50 before any discounts.

The HSBC Advance account includes the following features:

• A lifetime tracker mortgage, 2.49% (1.99% over bank base rate) with a maximum loan-to-valuation of 75% and a fee of £999;

• 8% interest in a Regular Saver account fixed for 12 months;

• A 12-month fixed rate cash ISA paying up to 2.85%;

• UK roadside breakdown assistance with a HomeStart upgrade available;

• Worldwide family travel insurance;

• Fee-free ATM access abroad;

• Global customer recognition and emergency cash facility;

• International account opening assistance;

• A discounted overdraft rate of 17.9% EAR (typical) compared to the bank’s standard rate of 19.9%;

• £3,000 of life insurance cover and 50 percent discount on LifeChoices premiums;

• 10% cash back on personal loan interest costs, and

• Identity theft assistance and advice.