Case Study
Marketing campaign increases pipeline
A financial services firm wanted to drive newly converted clients to make appointments with sales reps. Their goal was to convert these clients to their corporate payment services offerings.
Financial services and insurance
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Case Study
A targeted approach
A financial services firm aimed to reduce client attrition and drive growth by engaging business banking clients through personalized outreach and data collection. A multi-touch reengagement campaign targeted C-suite decision makers, combining emails, direct mail, and surveys with rewards. The campaign identified 134 new opportunities, generated over $1.6M in new business, and achieved a 17:1 ROI. Discover the full story and results.
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Case Study
Boosting agent performance
An insurance company aimed to boost loyalty among their 30,000 agents by improving engagement, learning, and sales. We implemented a gamification program in their broker portal, rewarding agents for completing missions. Discover how this strategy led to significant improvements in agent activity and policy sales in our case study.
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Case Study
A purpose worth banking on
A large financial services company aimed to ignite passion and sharpen focus by aligning employees with their purpose, “Lighting the Way to Financial Well-Being.” They launched a recognition program called myPurpose, rewarding key behaviors with Purpose Points. This initiative led to significant reductions in turnover and impressive gains in customer experience scores. Discover how this strategy transformed their company culture in the full case study.
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Case Study
Banking on big results
A major financial institution aimed to attract new customers with a summer promotion. Using behavioral economics, they offered an instant-win game and a high-profile sweepstakes, shifting their focus to mobile advertising. This approach led to record-breaking results. Discover how this innovative strategy transformed their customer acquisition in the full case study.