Case Study: a financial services firm increases pipeline with BI Worldwide

a financial services firm generates 80 new opportunities and $1.5 million with BI Worldwide

BI Worldwide helped a financial services firm address the challenge of converting newly acquired clients to its corporate payment services by driving them to make appointments with sales representatives.

The solution was a multi-touch marketing campaign that included a welcome email, a high-impact welcome kit featuring a Tumi travel kit, a non-responder direct mail campaign, and a thank-you gift of a Tumi duffel for meeting with a rep. This approach, implemented by BI Worldwide, resulted in 80 new opportunities and $1.5 million in revenue for the client.