Client Case Study

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• Product providers have lost touch with their sales channels and end-customers.

• Clients want personalized presentations based around their needs and to transact online.

• Brands devalued, so affinity marketing and white labelling is becoming centre stage.

• Increased regulation and compliance costs.

• Urgent need to automate processes, reduce sales costs, and improve marketing ROI.

Financial Services Industry - USA

Our Experience with a Major US Carrier

“Get us sales…quick”

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• Implemented Stream platform to provide online sales management with personalized client content.

• Centralized the client’s marketing collateral, compliance, legal and pricing and product information onto the Stream database.

• Trained the client to manage their own content, create their own rules, and create new association websites.

• Enabled the client to personalize and white-label their marketing material around their 1,000 affinity brands and 30 million customers, and engage in one-to-one customer dialogue.

• Created an online enrollment and e-signature process for 24/7 sales.

What did we do?

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• Stream automated their sales and marketing processes using rules to sync content and communication with client profile, location, demography and behavior.

• Collaborative marketing allowed personalized sales campaigns to be launched in minutes, not months, at massively reduced costs.

• The client, their brokers and their affinity partners are fully engaged and now control key aspects of the client communication, pricing and branding.

What else? Collaborative sales and marketing

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• Trained the client to populate solution with marketing materials, rules, and campaigns.

• Hooked in the TPAs and brokers via an approved eSignature solution.

• Demonstrated to the client how to rapidly create association sites and campaigns with look and feel inherited from target associations.

Our solution

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• Marketing copy now distributed and controlled centrally within Stream, independent of any TPA / broker network.

• Secure and compliant eSignature process allows 24/7 enrollments & real-time data analytics.

• Brokers benefit from added-value content management.

• Marketing materials updated through rapid collaboration, online.

Results - collateral delivery to TPA’s/brokers

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• Cost

• Speed

• Customer tracking

• Personalized dialogue

• Adaptability

• Ease of use

The benefits

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• The client now has a scalable content management and communication system that creates two way dialogue with customers and brokers.

• Smart use of unique technology has allowed the client to work collaboratively on marketing campaigns using processes and rules to automate content, price, brand, sales processes and compliance based around the customer.

• Overall the client has removed huge costs and complexities from the sales side of the business whilst increasing the ability to be able to measure and react to their distributors and customer’s online behavior and purchasing patterns.

• Marketing ROI is now measurable, including TPA/ broker and customer behavior, allowing the client to respond immediately.

Summary and insights