
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.
RESULTS
A multi-touch campaign to C-suite decision makers has resulted in 80 new opportunities and $1.5 million in revenue to date.
Industry
Financial services
Problem space
Customer loyalty
Services
Creative services
Customer gifting
Marketing strategy
Multi-channel marketing
Print and production
Nurturing the funnel
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.
A multi-touch approach
We developed and delivered a multi-touch campaign to increase brand awareness, build a foundation of trust with clients, generate qualified leads, and ultimately assist sales with closing deals.
The touchpoints included:
- Welcome email
- A high-impact welcome kit that featured a Tumi™ travel kit along with corporate payment services product and service offerings
- A non-responder direct mail campaign
- Thank you gift that included a Tumi™ duffel for meeting with their sales rep
Momentum that matters
This campaign resulted in 80 identified opportunities in the pipeline. Of those opportunities, two have been won, two are in contracting, and 35 are in proposals. This has equaled $1.5 million in revenue for the financial client!