Leading financial services company seeks to Consolidate Platforms

The Situation:

One of the premier financial services companies decided to alter their marketing plans. Those plans were operationalized by a web-based engine we had built for their specific requirements.

The Challenge:

Previously designed to accommodate field marketing requirements, our site needed to be modified to handle a new approach in a changing marketplace. Among their needs we found:

• Establish profiles for authorized users to speed their efficiency
• Provide access to customizable printed products in full color
• Manage their external prospect lists, monitor prior campaign activities and interface with their CRM software
• Gift fulfillment with budgetary controls and reporting
• Full adherence to legal requirements

The Solution:

Working with our account manager and the project management team, our client was delighted by our ability to convert their previous site into a new platform that handled multiple deliverables with full accountability and reporting. The redesigned site allows multiple users to access marketing collateral, promotional gifts (including fresh flowers!) and handle campaign and list management.

The Result:

Client satisfaction is high as is acceptance within the user groups. We delivered within the timeframes promised for far less money than internally estimated and budgeted.