Previous marketing work completed while working on the client and agency side.
Multi-channel national campaign
Launched a multi-touch, multi-channel campaign (e.g., direct, digital, video, tools, advertising) to drive enhanced client engagement and stem retention in one of the largest mutual funds in the United States. Program resulted in decreasing redemptions by 23%.
Lead generation and handraiser engagement
Created a multi-channel acquisition program that engaged clients with an interactive preference model. The responders were moved into a "hand raiser" stream that got the qualified leads to sales professionals. The program delivered a 10.7% response rate and 42% conversion rate to prospects and lapsed clients.
Brand development and product identity
Launched a series of brand initiatives aimed at increasing the firm's position in the marketplace and brought better name recognition with the average individual investor.
Web evolution strategy and execution
Research drove the evolution and enhancements to the digital user experience over the course of 5 years.
Re-branding a large data and consulting organization
Program included a complete re-branding, product development enhancements, and global promotions.
Campaign re-engineering
Often success of sales and marketing programs comes from a detailed set of discovery sessions. Revamping processes and engineering more efficient ways for managing data, segmenting your audience and getting leads to sales and service professionals requires asking the right questions on the front end.
Retail and business banking
A former client was looking for new ideas to engage potential customers. A multi-channel engagement strategy was developed for a regional bank - which included ideation of new product offerings.
B2B digital strategy
Deepening of client relationships
An opportunistic campaign was developed based on current potential in the market. An interactive experience was created to deepen the client experience, while being supported by aggressive direct marketing.
Cross-sell programs and engagement
Insurance multi-channel strategy
Regional insurance company needed assistance reviving its brand.
Multi-channel national launch with lead generation and welcome program
At a time, when the firm was looking to build its brand, a new robust multi-channel program needed to be originated. The focus was to gain insights into client needs and deliver new "qualified" leads to a 100 person sales organization.
Client loyalty programs
Loyalty program, that included premium dm, for clients that exhibited desired behaviors over an extended period of time.
