Description
CD Valet Home / Partner with us
Certificates of deposit are commonly used as a part of a financial institution's deposit strategy, especially as CDs have become increasingly popular amongst today's savers. However, great CD rates are simply not enough to drive deposits as community financial institutions face varying challenges when competing for new customers.
Partner with CD Valet to efficiently grow retail deposits without high overhead or fees. Through our lead generation and marketing services that require minimal to no tech integration, boost your visibility to an expansive market of active CD shoppers on the hunt for great offerings on our CD marketplace.
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Drive deposits.
Acquire new customers.

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  • Boost your institution’s visibility and connect with millions of high-intent CD shoppers nationwide
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  • Receive qualified leads based on your eligibility criteria to reach your right audience
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  • Access cost-effective deposits without high overhead or fees
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  • Establish a contingency funding source and activate as needed to manage liquidity
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  • Leverage CD industry data to efficiently design and price your CD offerings

Turnkey solutions. No minimums. No long-term contracts. No brainer.

Lead Generation
CD Valet's lead generation solution efficiently drives CD customer leads to you ...
Digital Account Opening
CD Valet offers a state-of-the-art CD digital account opening platform for finan...
Market Intelligence Tool
CD Valet’s Market Intelligence Tool (MiT) provides comprehensive data on 30,000+...
Marketing Services
CD Valet’s full-funnel marketing services offers opportunities for your financia...

Our CD shoppers are Serious Savers

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20MM+ active consumers
Age 45-75+
Skews moreUpward-arrowmale than female down-arrow
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“Do-It-Yourself” approach
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Fall into thetop 10% for annual household income
Tend to be homeowners
Search Trends: fixed deposit accounts, retirement/pension planning
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Interests:

Savings/Retirement, Investing, Sports, Travel

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Auto Enthusiasts

CD Valet drives Serious Savers to your CD offers.

To support our partnership, we employ these strategies to attract ready-to-buy consumers to your CD offers.

logoTargeted Campaigns

Targeted campaigns that reach the high intent, ready-to-buy CD shoppers in your specific market, whether you need local or national reach.

logoEarned Placements

Earned placements about the CD market and rates in the most trusted media brands for our target audience, such as AARP, Wall Street Journal, MarketWatch and more.

logoOrganic Marketing

Organic marketing and compelling content that amplifies our online presence, pushing CD Valet (and therefore, your rates!) to the forefront in keyword searches for best CD rates and similar queries.

logoKey Partnerships

Key partnerships with well-recognized affiliates in the financial space that drive increased visibility and broadened reach for our marketplace’s rates to CD shoppers nationwide.

Frequently asked questions.

01How is CD Valet different from other CD listing services and sites ?
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CD Valet operates as a true CD marketplace compared to other CD listing sites. Financial institutions benefit from broader visibility to a nationwide market of active CD shoppers while consumers receive access to 30,000+ CD rates from local and national banks and credit unions. The customers your financial institution acquires from CD Valet belong to you, not CD Valet. In addition, the deposits acquired are retail, not brokered. Additional differences that set us apart include geo-targeted advertising and the ability to qualify leads before consumers begin their application.

02How will a partnership with CD Valet benefit my financial institution ?
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03Does CD Valet only provide listings for cetificates of deposit ?
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04How quickly can I get started?
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05Can I run a special offering through CD Valet?
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06What are the benefits of using CD Valet's Market Intelligence Tool ?
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* Annual Percentage Yields (APY) are from the latest rate surveys which are updated as often as daily. Rates are based on publicly available data for CD products. Additional restrictions and requirements may apply. The APY assumes interest remains on deposit until maturity. Early withdrawal penalty may be imposed if funds are withdrawn prior to maturity. Fees and penalties may reduce earnings. The APY for variable CD Rates may change after the account is opened.

Tiered rates may be included in the Standard and Promo pages. Please refer to the financial institution' website for the full listing of any tiered rates. Visitors should independently verify all terms, conditions, and limitations including, but not limited to deposit insurance coverage, credit union eligibility and membership requirements. CD Valet is not a federally insured deposit institution; deposit insurance is offered through the bank or credit union.

CD Valet is compensated by a limited number of financial institutions that have either contracted marketing services with CD Valet or have an Open Now or affiliate link on CD Valet. Visit our Privacy and Disclosure Center to read related disclosures and policies of CD Valet and its partners.


  • Shop, compare and open CDs with the most competitive rates in your local market.

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