breakthroughs in financial services marketing: innovative strategies for growing your business in...
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Breakthroughs in Financial Services Marketing
Innovative strategies for growing your business in
today’s marketplace
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•A division of NJC Printing•38 years of experience•Provider of personalized marketing materials, online ordering solutions and integrated direct marketing services
Current and previous Financial Services clients include:
Your PATH to Superior Marketing Results
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The Perfect Storm…
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• Your products and services have become a commodity
• Your clients and prospects have many more choices
• Increased competition
• Overhead increases leading to declines in margins
• More difficult to express your unique value proposition
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“The number of financial advisors has increased by over 25% in the last 5
years and is predicted to increase another 41% in the next 10 years”
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How will YOU stand out?
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You’ve failed to attract younger clients
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Can you afford to
spend 60% of your time
on client contact
activities?
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How will YOU navigate these turbulent waters?
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The Breakthrough:Integrated Marketing
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Flagstone MortgageOver 10% response rate
$7 million in new revenue
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Charter Bank $15 million in new investments
$8 million in refinancesTENFOLD increase in 7 months
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Heritage Funds10X higher response rateImproved ROI by 500% vs.
traditional400X greater customer lifetime
value
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Personalized Web Address
JohnDoe.LWCBank.com
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The following lead has been generated on LWCBanc.com:
John DoeMy Company123 My StreetMy City, Missouri [email protected]
Survey data1. How would you rate your current investment portfolio approach?Moderate2. What is your total investment portfolio value (all sources)?More than $500,0003. What is the best time to contact you?Afternoon
The following lead has been generated on LWCBanc.com:
John DoeMy Company123 My StreetMy City, Missouri [email protected]
Survey data1. How would you rate your current investment portfolio approach? Moderate
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Are you there for them?
“42% of direct mail recipients prefer to respond online!”
– The DMA
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Integrated Marketing creates a unique, personalized direct marketing
experience
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“If it’s important enough for your
agency to make the effort to develop a
personalized Web link, then it’s reasonable to think you will also be the type of trusted advisor potential
clients want to help protect their lifestyle.”
Tom BakerAmerican Agent & Broker Magazine
Full Article at http://www.allbusiness.com/marketing-
advertising/marketing-advertising/11472197-1.html
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Personalized
Direct Mail
Online Campaign Tracking
Dashboard
Personalized ResponseWebsites
Automated Email
Messages
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It’s all about ROI
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Over 85% of traditional marketing campaigns
are unable to accurately measure ROI
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Sample ROI Calculation
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Getting Started5 steps to prepare for your firstIntegrated Marketing Campaign
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1. Determine your objectives.
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2. Choose your target audience.
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3. Leverage your experience.
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4. Create an “Irresistible Offer”.
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5. Think outside of the box!
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Choosing a PartnerWhat to look for when choosing aIntegrated Marketing Campaign
Provider
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•Past Industry Experience•One Stop Shop•Tracking Tools•Strong Guarantee•Provides Testimonials•Easy To Work With