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It's All About The Relationship

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$70 Billion Retail Bank > #1 Intl Real Estate Corp > $28 Billion National Savings Bank > $558 Billion International Insurance Corporation > $327 Billion National Thrift >  

$327 Billion National Thrift

 

  OBJECTIVE

     •  Improve personal marketing program for investment representatives to utilize in communicating 

         to their existing and potential clients during corporate rebranding

 

  TARGET

     •  Investment services representatives

 

  SOLUTION

     •  Develop resource guide with pre-approved sales letters, contests, incentive programs, public      

         relations, sales support, compliance and legal information

 

  PROGRAM OVERVIEW

     •  Consolidate disparate information in one location (guide) containing all resources needed by      

          investment representatives

     •  Evaluate existing sales efffectiveness

     •  Supervise re-design of collateral materials used by investment representatives

     •  Identify and develop event and promotional opportunities through branch network

     •  Manage approval of all items requiring regulatory approval

     •  Recommend vendor co-op opportunities to reduce advertising and promotional costs

     •  Develop seasonal promotions

 

  RESULTS

     •  Reduced agent cost and mailing time, provided consistent communications, increased agent communications to important 

         customers, resulting in increased revenue