Skip to main content

It's All About The Relationship

Who We Are  Our Expertise  Clients Served  What Our Clients Say  Selected Case Histories  Published Articles  Our President  Contact Us   
$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



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

         to their existing and potential clients during corporate rebranding



     •  Investment services representatives



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

         relations, sales support, compliance and legal information



     •  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



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

         customers, resulting in increased revenue