STUDY B – FINANCIAL INSTITUTION

“We are a large financial institution with a billion turnover. We have implemented cross-selling and up-selling campaigns. We also have a data repository where all the data about our clients are stored. Market conditions are changing and thus customers´ behavior and expectations. If we want to keep good business results, we need to revise currently used campaigns and product portfolio.”

STUDY B – FINANCIAL INSTITUTION

 

“We are a large financial institution with a billion turnover. We have implemented cross-selling and up-selling campaigns. We also have a data repository where all the data about our clients are stored. Market conditions are changing and thus customers´ behavior and expectations. If we want to keep good business results, we need to revise currently used campaigns and product portfolio.”

Analysis of database usage and screening of campaigns efficiency

Calculation of reachable business potential of database

Revision of product portfolio. Revision of succession and subsequence of campaigns, processes and marketing activities

Interview with customers, gaining their feedback on offers and previous communication

Implementation of changes according to a timetable

Control and measuring of achieved results, deviation correction

Time period: 7 months

ZÁVĚR SHRNUTÍ

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Doba trvání: 3-6 měsíců