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$327 Billion National Thrift

Objective

          •  Improve personal marketing program for investment representatives to utilize in communi- cating to their existing and potential clients during corporate re-branding

 

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