Bremer Bank

COMPANY

Bremer Bank is a privately owned, full-service banking, investment, wealth management, trust and insurance company based out of St. Paul, Minnesota. With nearly 2,000 employees and counting, they got to a point in their business’ growth story where they realized they had a process improvement opportunity.

Hundreds of marketing and sales sheets lived on multiple pages of a legacy company intranet platform. Finding the correct sell sheet could be both challenging and time-consuming when you needed documents from multiple business lines, as they were all located on seperate intranet pages. Employees also needed access to a printer where they would print-on-demand the marketing materials on company template paper in order to get them in front of customers.

In addition, Bremer had maintained a separate system for proposal creation where Marketing team could upload a limited number of sell sheets to it. Every time a sell sheet changed, they had to upload a new document to this proposal system and to the intranet. There was no option to preview what each document was – employees had to guess and hope it was the right one when the proposal was created, or go to the separate intranet site and open the document there to see what it was. Sometimes users needed to add additional documents to their proposal (ones that weren’t part of the marketing library) and there was no way to do that. Documents couldn’t be customized, creating a very disjointed experience for both employees and customers.

This presented several operational challenges.

As Bremer’s employees and customers started to become more and more mobile-centric with expectations around real-time business communication, the marketing team knew they needed a better, more flexible solution for employees, and one that didn’t require the high level of maintenance that their intranet system did. With the current system, materials that banking and financial reps needed to do business couldn’t be accessed out in the field, because they needed to be printed on the templated paper in order to pass brand standards. They also couldn’t be emailed, eliminating the preferred distribution method for most customers today.

Business Issue/Challenge

BREMER CREATES A CUSTOM PROPOSAL BUILDER APP WITH ORDERCLOUD

With Ordercloud, Bremer Bank was able to create a custom marketing and sales material library, and an easy-to-use proposal builder app for their employees. The site is accessible by retail and business bankers, trust officers, insurance agents and more. The functionality and flexibility allowed Bremer to create a robust marketing sell sheet system with a more modern user experience. The new OrderCloud platform allows users to:

• Search for documents using a menu or keyword, preview documents, download unbranded for printing on template paper, or download branded for emailing.

• Create custom proposals that include a customizable cover letter and can contain additional documents that they couldn’t previously attach. After creating the proposal, it can be saved in the system for later use or editing, or they can be sent to Bremer’s in-house print shop for printing and binding

if desired.

With OrderCloud, Bremer Bank anticipates a large increase in the number of employees creating proposals, and thus an increase in business. Employees have reported the new system is easy to use, provides a comprehensive view of marketing materials available, allows for quick turn-around on the distribution of proposals, and creates the perception that Bremer Bank is more customer-centric.

Solution

Results

Four51’s OrderCloud gave us the functionality and flexibility we needed to create a robust marketing sell sheet system that was easy to use across the entire company.”

-Lori T., Marketing Program Manager

“

Relationship building is critical in our business. Staying close to clients is a Bremer priority and developing trusted partnerships is one of our strengths. In both good times and bad, we listen to clients, learn of their needs and identify individual solutions that transform a world of possibilities into financial realities. We make decisions locally, while offering products and services with a global reach to help clients succeed. Bremer is only as financially healthy as the clients we serve. That drives us to meet clients’ specific needs and do everything we can to enhance their financial health. Ultimately, if our clients are successful, Bremer is successful.

Bremer at-a-glanceServices: Full-service banking, investment, wealth management, trust and insuranceClients: Individuals and families, large and mid-sized corporations, small businesses, agribusinesses, nonprofits, public and government entitiesLocations: Offices throughout Minnesota, North Dakota and Wisconsin. Thousands of MoneyPass® ATMs nationwide and online and mobile banking anywhere, anytimeHeadquarters: Saint Paul, MinnesotaOwnership: Privately owned by the Otto Bremer Foundation and Bremer employeesEmployees: Nearly 2,000

www.bremer.com

About Bremer Bank

Four51 | 400 1st Avenue North, Suite 200 | Minneapolis, MN 55401 | www.four51.com

About Four51 OrderCloud is an enterprise B2B commerce platform giving you the power to manage your B2B commerce, content, and customer experience across every channel and on any device. It’s built with an API-First approach that enables limitless customization and extensibility.