Financial - Investment Services

WHY WE'RE DIFFERENT
Client Benefits
Studies in Success (Case Studies)
Financial - Banking
Financial - Investment Services
Insurance
Managed Care
Telecommunications
Travel & Entertainment
Utilities
Additional Segments
Business Communication Services (BCS)
111 S. Wacker Drive
Chicago, IL 60606-4301
P: 1.888.831.9500
Financial - Investment Services
 Printer Friendly

PROBLEM:
A growing financial services company is an online brokerage firm with over 260 branch offices throughout the United States and over $460 million in revenue. They pride themselves on offering easily accessible, local branch office support of online trading. Being in a highly competitive market, they realize the benefits of responding immediately to prospects' requests for information with individualized materials.

The brokerage firm wanted to improve the conversion rate of new customers, enhance the quality and image of their literature, increase efficiencies, decrease time to market, and reduce internal demands and cost for fulfilling the program. They were also interested in implementing
a true 1:1 Marketing Program to increase their share of each customer relationship.

SOLUTION:
RR Donnelley Business Communication Services (BCS)' answer to the customer's challenge was Dynamic Documents™ - our "print-for-one" communication solution that combines the latest in digital imaging technologies with cutting-edge digital asset management and dynamic composition tools. We provide all required literature as a kit in booklet form that includes:

  • A letter introducing the brokerage's services
  • A dynamic map showing the branch location closest to the customer
  • Customized pages based on customer request
  • Business cards personalized for the local broker
  • A branch-specific envelope
  • Forms for opening and transferring an account
BCS receives approximately 1600 customer requests for these Lead Kits from the brokerage firm on a daily basis. Turn-around from receipt of the customer requests to mailing is only 8-10 hours. We also receive orders through CustomPoint℠ (our completely integrated, browser-based tool) to image books for branch offices. All this information is digitally imaged onto high quality four-color preprinted shells and bound into a single document. Images are stored in an electronic library. Production efficiencies are achieved through elimination of the "kitting" process with an in-line assembled book.

RETURN ON INVESTMENT:
BCS' integrated solution increased customer satisfaction and provided accurate information in
a timely manner. The brokerage firm has won prestigious awards for customer service -- and attributes BCS' Dynamic Document solution as a factor in this success. Costs to branch offices are documented (through CustomPoint℠) for efficiencies in charge backs; new leads have risen by 300%; and, the cost of opening an account is considerably less than the industry average. We helped increase this firm's competitive advantage. BCS makes client contacts more profitable using precision, speed and impact.
  home | contact us | privacy policy & legal notices
Copyright © 2006 - 2009 R.R. Donnelley & Sons Company. All rights reserved.