Prudential Retirement wanted to create personalized retirement workbooks for plan participants who were switching to a new plan and for people eligible to participate in a plan but who had not yet joined a plan. The company wanted the information to be easy to understand and inspire recipients to take action. Each workbook, on average, is 25 pages, a reduction of 15 pages over the page count in the static workbooks used previously. The new procedures and workflow enhancements have increased productivity and reduced production costs by approximately 30%.
Published 2008

What began as an effort to increase the number of new car loans at Wallingford Municipal Federal Credit Union (WMFCU) has turned into a new marketing strategy that uses targeted personalized messaging (delivered by a squawking seagull) to successfully deliver results across multiple lines of business.
Published 2008

Alerus Financial, a North Dakota banking institution, wanted to encourage new loan applications. In a unique side-by-side test of variable data and static direct mail, the company saw a 3.67% response rate to the variable data segment versus a response rate of less than 1% from the static portion.
Published 2007

Ameriprise Financial's statement redesign enabled the company to reduce the amount of paper used and made it easier for clients to understand their financial position. Variable data text blocks also allowed for cross-sell and up-sell opportunities.
Published 2007

Each year Heritage Education Funds Inc., one of Canada's premier providers of Registered Education Savings Plans (RESPs), conducts a direct mail campaign reminding RESP plan holders that as the end of the year approaches, they should consider making a contribution to their plan. Response rates to a static mailer were flat, but a personalized mailer prompted clients to increase their monthly payments by $40 on average and had a much higher response rate than the static mailer.
Published 2007

Tamarack Funds wanted to find a way to encourage its current IRA clients, particularly those 55 and older, to invest more in their accounts. The company was able to boost investor deposits by an average of 22% by sending each person a short report that indicated how much they could have in their accounts by age 65. A graphic representation of how much difference a few thousand a year could make over time helped generate a six-figure net profit for the company.
Published 2007

The Solidarity Fund, a development capital fund in Quebec, wanted to increase shareholder loyalty and encourage more of them to switch from annual contributions to regular monthly investments in their retirement funds. A highly customized mailer designed to inform shareholders how to make the most of their retirement contributions helped convince many of them to switch to monthly contributions or return to making regular investments.
Published 2007

By giving holders of 529 education savings plans personalized reports showing whether their accounts will cover future college costs, AllianceBernstein was able to increase monthly and annual contributions to college savings plans in a test run of 25,000 customers. ROI exceeded 100%.
Published 2006

AME Financial was able to produce more than double the amount of marketing collateral without adding staff. Within a few months, the system had generated enough revenue to pay for the initial investment in software and hardware.
Published 2006