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 >  

$70 Billion Retail Bank

 

  OBJECTIVE

     •  Increase customer retention and cross-sell / up-sell among highly profitable customers

 

  TARGET

     •  Investment customers of the bank

 

  SOLUTION

     •  Customer Relationship Marketing Program featuring direct mail campaign, including customer                   mail campaign, including customer feedback, incentives and individualized (1:1) product sales

 

  PROGRAM OVERVIEW

     •  Develop program concept

     •  Manage program execution, including organization and supervision of all departments and vendors, both internal and external 

     •  Create surveys to gauge customers' needs and future interests

     •  Recommend follow-up activities in sales department and investment specialists

     •  Design customer reward program

     •  Recommend cross-sell opportunities

     •  Develop events to enrich customer experience with bank and its investment representatives

 

  RESULTS

     •  Increased assets per customer, maintained customer base in midst of corporate re-engineering and branch closures