$327 Billion National Thrift
Objective
• Improve personal marketing program for investment representatives to utilize in communicating to their existing and potential clients during corporate re-branding
• Enhance customer relationships
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 and improved customer relationships