One-to-One Client Focus

May 14, 2009
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Brand consistency, quality messaging and succinct offers are necessary components to achieving that one-to-one marketing connection… despite best efforts, we’re only human so even the best reps fail to make the offer at the right time.

To remedy this challenge, one FI has created templated emails for their representatives to send to their customers, this one-to-one branding helps the rep continue their dialogue and serve others in a better fashion. Follow their lead; create a few communiqués for different events, allowing your CSR or rep to choose the type of communiqué they would like to offer the client. Take it a step further by creating weekly/ monthly client update that could be personalized by their contact (your rep.) It will go a long way to improve the client/ rep dialogue.

Accelerate your program by sharing the results of the email campaign with the reps so they know the client’s interested; this creates interesting opportunities for follow up marketing and makes an immediate cross-channel tie when face to face or on the phone.


Brand consistency, quality messaging and succinct offers are necessary components to achieving that one-to-one marketing connection… despite best efforts, we’re only human so even the best reps fail to make the offer at the right time.

To remedy this challenge, one FI has created templated emails for their representatives to send to their customers, this one-to-one branding helps the rep continue their dialogue and serve others in a better fashion. Follow their lead; create a few communiqués for different events, allowing your CSR or rep to choose the type of communiqué they would like to offer the client. Take it a step further by creating weekly/ monthly client update that could be personalized by their contact (your rep.) It will go a long way to improve the client/ rep dialogue.

Accelerate your program by sharing the results of the email campaign with the reps so they know the client’s interested; this creates interesting opportunities for follow up marketing and makes an immediate cross-channel tie when face to face or on the phone.

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