Problem: Our client was trying to drastically reduce the costs associated with UAA mail, and, the escalating lost opportunity associated with UAA mail and loan promotions. With ROI continually shrinking with each mail campaign, internal decision makers were convinced an aged marketing database was a large contributor.
Solution:
Step 1: Based on the quantity of mail our client was sending on an annual basis, we recommended undergoing extensive hygiene processing quarterly. This includes all mail-standardizing services authorized by the USPS and a custom-built, intelligent merge-purge process. In offering these solutions, our client was made certain that all customer information was now centrally located.
Step 2: With increased marketing information now at their disposal, our client was able to grow their overall loan and deposit portfolios by expanding their “products per customer.”
End Result: A fully functional, marketing database with routinized updates for higher levels of accuracy. Upon consolidation of various data and mail files, our client is able to mail a more relevant message with higher deliverability.
 Customized Programming for NCOA Processing |
Problem: Our client was looking for data-hygiene processing that would align with FICCA’s strict move-update requirements. Customer data was to originate from and return to a highly complicated mainframe format. File transfer security and Turn-around time was viewed as crucial. Custom formats and other data-coding requirements made this project more than routine.
Solution:
Step 1: A twice-annual maintenance of some 16 million customer records was planned. System upgrades were laid to accommodate the 60-80 GB of data that flows through a six-stage system of applications. Security is maintained at all stages with PGP encryption. A 5-day turnaround time is maintained from start to finish.
Step 2: Between updates, change of address processing is administered. According to FICCA regulation, follow up mail campaigns are administered to contact apparent new-movers for authorization to forward communication materials.
End Result: Database updates were routinized while maintaining the client’s complex mainframe architecture. Change of address updates are now preformed; keeping our client in-touch with their most-lucrative customers on the move.
| Promotional Sweepstakes and Fulfillment |
Problem: The gathering and keying of sweepstake entry forms on a routine schedule over an extended period of time. Entries are to be separated and returned to the branch of origin for promotional follow up. Winners are to be selected with “runner-up” positions identified. The Fulfillment of various prizes is to be administered.
Solution:
Part 1: Entry forms gathered weekly are transformed into business development tools for the sales and marketing staff. Programming is custom designed for the selection of winners. Alternates are secured and withheld unless called for.
Part 2: Prize fulfillment is conducted in a secure, name-match perfect fashion. All prizes are tracked en-route to the end recipients to ensure this accuracy is maintained. Additional reporting is custom designed to track entry demographic information. Models of comparison are designed branch to branch, region to region.
End Result: A Sweepstakes-Management Solution from start to finish. The client is now armed with relevant information and can call on contest participants based on relevancy in their entry responses. Demographic models and comparisons drawn between markets allows the client to make strategic decisions on subsequent Sweepstake length, prize type, and entry form content.
