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Breakthroughs in Financial Services Marketing
Innovative strategies for growing your business in
today’s marketplace
•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
The Perfect Storm…
• 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
“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”
How will YOU stand out?
You’ve failed to attract younger clients
Can you afford to
spend 60% of your time
on client contact
activities?
How will YOU navigate these turbulent waters?
The Breakthrough:Integrated Marketing
Flagstone MortgageOver 10% response rate
$7 million in new revenue
Charter Bank $15 million in new investments
$8 million in refinancesTENFOLD increase in 7 months
Heritage Funds10X higher response rateImproved ROI by 500% vs.
traditional400X greater customer lifetime
value
Personalized Web Address
JohnDoe.LWCBank.com
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
Are you there for them?
“42% of direct mail recipients prefer to respond online!”
– The DMA
Integrated Marketing creates a unique, personalized direct marketing
experience
“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
Personalized
Direct Mail
Online Campaign Tracking
Dashboard
Personalized ResponseWebsites
Automated Email
Messages
It’s all about ROI
Over 85% of traditional marketing campaigns
are unable to accurately measure ROI
Sample ROI Calculation
Getting Started5 steps to prepare for your firstIntegrated Marketing Campaign
1. Determine your objectives.
2. Choose your target audience.
3. Leverage your experience.
4. Create an “Irresistible Offer”.
5. Think outside of the box!
Choosing a PartnerWhat to look for when choosing aIntegrated Marketing Campaign
Provider
•Past Industry Experience•One Stop Shop•Tracking Tools•Strong Guarantee•Provides Testimonials•Easy To Work With
