NovaBank SA — Marketing & Customer Acquisition Strategy

The brand positioning, customer-acquisition channels, the agent and digital acquisition model, and the strategy driving NovaBank’s customer growth.

NovaBank SA Business PlanSection 6 › Marketing & Customer Acquisition Strategy

Section 6 · Business Plan

Marketing & Customer Acquisition Strategy

The brand positioning, customer-acquisition channels, the agent and digital acquisition model, and the strategy driving NovaBank’s customer growth.

Customer acquisition is NovaBank’s single largest non-capital
investment over the planning period. The Company has provisioned
approximately ZAR 385 million in cumulative marketing spend across Years
1–5, targeting a blended Cost-Per-Acquired-Customer (CPA) of R59 —
significantly lower than the SA banking sector average of R180–R280.

6.1 Brand Positioning

Element Position
Brand Promise “Banking that finally makes sense.”
Tone of Voice Direct, warm, plain-spoken, mildly irreverent
Visual Identity Bold navy + gold; minimal corporate clichés; people-led photography
Target Customer Avatar Lerato, 32 years old, earns R8,400/month, lives in Soweto, owns a smartphone, banks at a Big-4 today, dislikes fees and queues, has never taken a formal loan
Brand Archetype The Sage meets the Everyperson

6.2 Customer Acquisition Channels & Mix

Channel Yr 1 Mix Yr 5 Mix Target CPA
Performance Digital (Meta, Google, TikTok) 32% 26% R45
Field & Mall Activations 24% 12% R85
Branch Walk-In Conversion 8% 21% R32
Member-Get-Member (Referrals) 10% 22% R25
Employer Salary-Switch Campaigns 12% 10% R55
Mass Media (Radio, OOH, TV) 9% 5% R140
PR, Earned & Influencer 5% 4% R20

Table 6.1 — Customer acquisition channel mix and target CPA per
channel.

6.3 Member-Get-Member (Referral) Programme

As demonstrated by Capitec, TymeBank, and Revolut, well-designed
referral programmes deliver the lowest cost per acquisition and highest
activation rates. NovaBank’s referral programme will pay R75 to the
referrer and R75 to the new customer (credited as cash to their Nova One
Account) once the new customer’s salary deposit arrives. The programme
is capped at 24 referrals per customer per annum to manage abuse.

6.4 Salary-Switch Engine

More than 70% of South African banking switching is driven by
employer payroll changes. NovaBank will deploy a digital “Salary
Switcher” tool that automates the transfer of the salary mandate,
recurring debit orders, and beneficiary list — completed in the app in
under 3 minutes. This single feature is forecast to drive 24% of
acquisition by Year 3.

6.5 Five-Year Marketing Spend Plan

ZAR millions Year 1 Year 2 Year 3 Year 4 Year 5 Total
Performance Digital 18.5 32.0 44.0 55.0 62.0 211.5
Field Activations 14.0 18.5 20.0 22.0 20.0 94.5
Mass Media 5.5 9.0 12.0 12.5 12.0 51.0
Sponsorships & PR 3.0 5.0 6.5 7.5 7.5 29.5
Total Marketing Spend 41.0 64.5 82.5 97.0 101.5 386.5
Net New Customers (000s) 450 950 1,450 1,800 1,850 6,500
Blended CPA (Rand) R91 R68 R57 R54 R55 R59

Table 6.2 — Marketing spend by channel and resulting CPA, Years
1–5.

6.6 Customer Retention & Lifetime Value

NovaBank targets a 12-month customer retention rate of 84% and an
average customer lifetime of 8.5 years (vs SA banking sector average of
approximately 11 years for incumbents and 4–5 years for digital
challengers). Retention will be driven by:

  • Best-in-class app reliability (target uptime 99.95%, app rating
    4.6+).
  • Proactive financial coaching nudges (savings prompts, fee
    comparisons).
  • Behavioural rewards — loyalty cashback on stable salary
    deposits.
  • Quarterly fee fairness audit, with refunds where
    applicable.
  • Tiered service: ‘Nova Plus’ free upgrade for active
    customers.
Metric Year 1 Year 3 Year 5
12-month Retention Rate 76% 82% 84%
Net Promoter Score (NPS) +38 +58 +72
Avg Products per Customer 1.2 2.4 3.1
Avg Revenue per Active Customer (ARPU, ZAR/month) R98 R178 R242
Customer Lifetime Value (Years) 5.2 7.1 8.5
Customer Lifetime Revenue (ZAR) R6,120 R15,200 R24,700

Table 6.3 — Customer retention and value evolution across the
planning horizon.

Confidential — this business plan is provided to prospective investors and lenders for evaluation purposes only and may not be reproduced or distributed without the written consent of NovaBank SA (Pty) Ltd.