Leading Financial Services Company

Challenge

Falling response rates called for more targeted and relevant messaging and campaigns. Our customer had to come up with an on-demand marketing workflow that gives their financial Sales Representatives the ability to invite and send materials to attend financial services seminars to drive more business.

Solution

Ebix Consulting scoped, developed, integrated, tested and deployed a web based Campaigns on Demand solution with a variable data publishing (VDP) engine and integrated segmentation and list tools for driving relevant and targeted custom marketing campaigns while improving marketing return on investment (ROI).

Results

• Provided marketing support to local Sales Representatives
• Ensured regulatory compliance
• Generated program cost savings
• Improved response and results
• 129% increase in accounts
• 206% increase in customers' invested assets