From hello to high-value
A financial services firm wanted to drive newly converted clients to make appointments with bank managers. Their goal was to convert these clients to their corporate payment services offerings after developing a strong relationship with the bank managers.
RESULTS
A multi-touch campaign to C-suite decision makers has resulted in 80 new opportunities identified with two won, two in contracting, and 35 in proposals.
Industry
Financial services
Problem space
Customer loyalty
Services
Communications
Customer gifting
Multi-channel marketing
Technology
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Building bridges
A financial services firm wanted to drive newly converted clients to make appointments with bank managers. Their goal was to convert these clients to their corporate payment services offerings after developing a strong relationship with the bank managers.
A strong first impression
The client came to us to create a multi-touch campaign sent to C-suite decision makers. The campaign included a welcome email, a high-impact welcome kit that featured a Tumi™ travel kit, a non-responder campaign, and a thank you gift once they took an appointment that included a Tumi™ duffel bag.
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!