Case Study: Leading Financial Services Company boosts accounts and invested assets with Ebix Campaigns on Demand

Leading Financial Services Company - Customer Case Study

Leading Financial Services Company needed a better way to improve falling response rates and support its financial Sales Representatives with more targeted, relevant campaign messaging for seminars and other outreach. Ebix helped them address this challenge with an on-demand marketing workflow designed to invite prospects and send materials more effectively.

Ebix implemented a web-based Campaigns on Demand solution with a variable data publishing (VDP) engine, plus integrated segmentation and list tools to create highly targeted custom marketing campaigns. The results included stronger marketing support for local Sales Representatives, improved regulatory compliance, cost savings, better response rates, a 129% increase in accounts, and a 206% increase in customers’ invested assets.