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Home Case Studies Marketing campaign increases pipeline
Two people stand at a table with a laptop displaying graphs. Papers with sketches and a calculator are on the table. One person is holding a notebook, and the other a coffee cup. The left side of the image features a yellow geometric shape.

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!

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