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1:1 MARKETING AND TARGET MARKET EFFECTIVENESS

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The company offers investment management, retirement, brokerage, and shareholder services to millions of individuals and institutions, as well as through financial intermediaries.

Business Challenges
  • This financial services customer struggled with a costly supply chain and high rate of obsolescence.
  • Increase customer touches with more targeted information.
  • Increase speed to market.
  • Reduce time, cost and burden on marketing staff associated with creative, production and procurement.
  • Extend marketing capability to the field.
  • Manage brand and overall process.

Solution
A fully integrated Web-to-print site that allows for versioning of templates to create highly customized marketing collateral.

Results
  • Overall print spend has been reduced by 22% despite increased quantities and transactions.
  • Postcards are produced and shipped in two business days, a speed to market increase of nearly 12 days on average.
  • Customer can cost effectively order highly directed cards in quantities as few as one.
  • Internal marketing department spends no time in production or creative, except for final sign-off.
  • Field has the ability to quickly and easily execute directed marketing efforts.
  • Brand is managed and controlled by marketing office.
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