Financial Institutions Show your customers how Account Statements with customized messages can create leads, boost sales and improve customer satisfaction. "Look at a company like Citigroup that wants to increase its customer base by a huge percentage over the next 10 years. In order to get there, they're going to have to cross-sell and upsell their services. And any company, if they want to grow their customer base, is going to have to start looking at their documents as real estate. Because they ARE your real estate."
-- Michael Charest, Exstream software, Peppers & Rodgers 1:1 newsletter Account statements are the most important link between your clients and their customers. They can leverage the time customers spend reviewing their statements ("eyeball time") and create warm leads by placing easy-to-understand and relevant offers on the body of the statement. We'll show you how to help your clients put this valuable real estate to work for them! Data+Relevance turns statements and invoices into a sales vehicle.
The available white space on a statement can be used as a marketing tool. Marketing efforts can be customized down to the individual recipient level, offering unprecedented levels of upsell and cross-sell opporunities. Our ability to manipulate the database by flagging certain data elements allows us to target specific account holders with offers that are most likely to be meaningful. Instead of printing the same offer on everyone's statement, each recipient is offered only the product or service that is relevant to them. Countless different messages can be conveyed to any number of individuals - all in the same print run. Help your client save money and increase customer satisfaction by improving readibility.
Improving the readability of statments cuts down on expensive customer support services and helps increase customer satisfaction. Calculated use of space, color and graphics are just some of the ways we can improve readability. Help them impress their Stakeholders with a package that is personal and substantial.
Banks and institutions that send their stakeholders important wealth managment, 401K and other benefits statements will appreciate the ease with which we can dramatically improve the customer experience. We'll take the individual's data and dress it up, with colorful, easy-to-read charts. We'll compliment your client's logo colors throughout, reinforcing their brand. We'll personalize each package for the recipient, and even include a customized newsletter. And we'll package it with wrappers that make it easy to file and hard to lose. Expand your client's Direct Marketing efforts by leveraging their data.
Statements and financial documents are essentially "customer communications" documents. We'll help you work with your clients' various departments to coordinate their statement requirements along with the company's direct marketing needs. Your value is that you have helped them improve ALL of their stakeholder communications. Make their data work harder.
Generally, financial files are loaded with data that we can extract or make use of to create highly relevant, targeted offers for new products and services. For instance, when we run a statement file, we can extract certain types of account holders, flag those customers, create a database, and conduct a direct mail campaign on that new list to upsell a new product. Make their statements work harder.
What if your client's Marketing Department wants to give specific account holders with a certain balance a great new offer? Using selective messaging, only those account statements who meet the balance criteria will receive this offer. And selective inserting allows us to stuff an insert into those statements, all in the same run. To make it even more effective, we can conduct a follow-up campaign to reinforce the offer and introduce a new call-to-action. Help your clients create new prospect data.
You should look for a vendor who can not only help clean up and refresh your client's existing data, but one who also offers you innovative ways for improving their data capture methods. Opt-in campaigns, customer surveys and incentives have all been used very successfully to beef up flimsy databases and give more insight into consumer buying preferences. Or if your client is approaching a new market, we can create their initial prospect list using zipcode and demographic data. Then we'll launch a follow-up campaign designed to capture additional information about their new "warm" prospects. Security
When you handle as much customer data as we do, security is important. Primdata is SAS-70 certified and HIPAA compliant, meaning we maintain the high security standards necessary for the handling and processing of confidential customer information. You can rest assured we will handle your client's data professionally and carefully when you choose Primadata for your variable data work. To learn more about Security click here. Click here for a customer-ready sell sheet for Financial Institutions. | 
