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Presentation to Name of company

23rd January 2012

Welcome to involve

A brand new agency that’s been successfully

delivering results for over 45 years.

Involve may be a new name in marketing but, with the combined knowledge

and expertise of direct response experts JDA and

mature market specialists Millennium, we’ve got over

45 years experience in delivering results.

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As a full service, integrated agency we can offer your business... …visionary strategic ideas, beautifully crafted

creative ideas, exciting new interactive ideas,

and outstanding media ideas.

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Ideas that engage.

Ideas that inspire.

Ideas that

Who do we work with?

Why should you work with us?

Services

First we get to know your customers, what they believe, what they want

from you. We look at the competition to see if there are any untapped

opportunities that you can make your own.

We can provide: Accompanied shops

Shopper reviews

Depth interviews

Focus groups

With a thorough understanding of your products and what your

customers expect from them, we can develop powerful sales

propositions that really work.

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Research

We’ll profile and segment your audience to find the most profitable

customers to acquire, retain or reactivate. And develop a contact strategy to

reach them at every step of the decision-making process.

We can provide: Trend analysis

Customer journeys

Contact strategies

Data segmentation and modelling

This highly-targeted approach, singling out a clearly defined audience , lets

you tailor your messages to the people most likely to respond rather than

appealing to the masses.

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Planning

We’ll put together a cost-effective media plan to make sure you can

influence your customers wherever they are: whether they’re at home, on

the move or in your store.

We can provide: Press

Online

Broadcast

Outdoor

An intelligent, tailored media strategy will give your business more impact

for your money and firmly establish your brand in your audience’s mind.

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Media

All this groundwork means that when we come to do the creative, we know

exactly what to do. We’ve got our direction and focus, now all we need is a

bit of sparkle to deliver truly involving communications.

We can provide: Branding campaigns

Direct marketing

Digital

POS

Catalogues & literature

Hard working creative can do much more than simply make you look and

sound good, it can have a dramatic impact on your business.

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Creative

Simply the most involving media there is. More demonstrative than press.

More cost-effective than TV. More personal than print. We’ll take your online

marketing activity and properly align it to your business goals.

We can provide: Websites

Emails

Banners

Search marketing

We never forget that media and technology are just means to an end. We’re

in the business of helping you to sell more.

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Digital

Finally, we measure the response to see what’s working and

review any opportunities for improvement. This way we’re

always learning and innovating to deliver more efficient

solutions and better results.

By taking on these new insights we are able to develop and

refine our solutions so you can look forward to hard working

communications that really deliver.

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Results

Case Studies

ChallengeThis brief came with a hat-trick of challenges that would make any agency

shudder!

1. Launch a completely new kind of bank account to a cold audience, and

overcome the notorious apathy to switching

2. At the same time, make this pack the test bed for the first

below-the-line execution of the new Halifax brand

3. Do it in three weeks over Christmas!

ResponseThe result was a strong, incentive-led pack that neatly and concisely explained

the new deal on a Reward Current Account, whilst adhering to the values, tone

and visual approach suggested by the accompanying above-the-line campaign.

ResultFinal results are still to be shared, but in the meantime a recent Halifax brand

review held up the pack as one of the finest examples of the new brand in

action, setting a benchmark for both ourselves and other agencies to follow.

“ I’ve worked with jda on Halifax, and Birmingham Midshires, across both

Banking and Home Insurance so I know they can apply their originality and

creative thinking to any financial services brand or brief. My team are

particularly proud of the current account work featured in this profile – it’s

a great example of how involve can interpret brand guidelines and yet still

deliver a hard working DM piece.”Kristy Halpin,

Head of Halifax Current Account Marketing

Call: 08457 20 30 40Quote ref at top of letter

(lines open 24 hours, 7 days)

Pop into your local branch

Switch today to the bank that rewards you

It’s not every bank that thanks you for being a customer. But Halifax isn’t like most other banks. Just look at our Reward Current Account. Each calendar month you pay in £1,000 we’ll give you £5. Even if you go overdrawn you’ll still get the money and we can’t say fairer than that. Why do we do it? Well it’s the very least we can do to thank our current account customers.

But it doesn’t stop there. If you switch your current account to us we’ll give you £50. To take advantage of this exclusive deal you must switch before 1st March 2010.

An overdraft that puts you in control There’s another big difference to the Reward Current Account. If you use an overdraft, we’ll make it simple with fixed daily fees that are easy to track – meaning you can easily calculate how much using an overdraft is going to cost you.

All the facts and figures are in the leaflets we’ve included – along with a load of other great reasons to switch your current account to Halifax. You’ll also find out how to boost the rate on a wide range of variable savings accounts you have with us!

It’s easy to applyDon’t forget – as well as giving you £5 each month with our Reward Current Account, we’ll also give you £50 if you switch to us. All you need to do is use our switching service and credit £100 into your new current account to activate it. And then you can look forward to receiving your £50 payment within six weeks. For full details on this offer, please see overleaf.

Using our switching service is easy. Sign two forms and we’ll take care of it from there and make sure all your regular payments are carried across to your new account.

Remember, this exclusive offer ends on 1st March so go on, make the switch today. You’ll be better off all round.

Yours sincerely

Mike Regnier Director, Personal Current Accounts

LIMITED OFFER

£50if you switch before01.03.10

Click: www.halifax.co.uk/reward

Our Reward Current Account gives you £5 each month you pay in £1,000

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“A greatexample of howInvolve caninterpret brandguidelines”

Getting current accountcustomers to make the switch

ChallengeN&P Building Society’s main aim is to do everything in our power to make

sure their customers are in control of money.

Involve were briefed to take look after their annual branch campaign

business. The campaign was aimed at both new and existing N&P current

account customers who bank elsewhere. The goal was to make N&P their

primary account by switching them to the ‘Gold Classic Current Account’ –

an everyday account with lots of exciting extras such as great saving rates,

free debit card use abroad and free card and key protection! The big

challenge nowadays being that people are reluctant to switch!

ResponseIt was a challenge, but we came up with a simple, yet striking concept using

the ampersand from the logo to emphasize all the extras included with the

account. The idea was then brought to life using the bright colour palette

that was part of N&P’s recent rebrand. This meant that when it was rolled

out the concept had real impact across all media, including direct mail,

branch POS and outdoor advertising.

ResultThe campaign launched in January 2011 for eight weeks and was a huge

success, almost doubling N&P’s targets for new Gold Classic Current

Accounts. In the words of Marketing Manager Amanda Goodbun:

“The banking campaign has gone brilliantly! We’ve smashed our targets

and the whole campaign was very well liked by the retail network.”

N&P IS AUTHORISED AND REGULATED BY THE FINANCIAL SERVICES AUTHORITY. GOLD CLASSIC CURRENT ACCOUNT MUST BE FUNDED WITH A MINIMUM OF £500 PER MONTH, IF NOT, A £5 PER MONTH CHARGE APPLIES. THE £50 GUARANTEE DOES NOT APPLY IF IT IS THE ORIGINATOR OR YOUR EXISTING BANK

THAT HAS NOT ACTED ON OUR INSTRUCTION.

SWITCHING IS

EASY

If we don’t do it in 10 days we’ll give you £50

A CURRENT ACCOUNT & Much, much more

PS113

48 sheet

Counter top A4 poster Queue poster

Launching a new freepackaged account

SMASHEDCLIENTTARGETS

Gold Classic Current Account POS

Internal posters

External posters

ChallengeAfter conducting in-depth research to identify potential

customers for financial planning products such as

pensions, protection and investments, the Involve

planning team briefed our creative team to come up with

a striking campaign to pull more customers into branch,

into conversation with staff and into appointments with

qualified Legal & General advisers.

ResponseThese deliberately rhetorical and provocative

communications were designed to shake customers

out of their complacency and apathy about investment,

protection and pension products. The aim was to prick

the conscience of customers approaching middle age

who knew they really ought to be making more provision

for their future.

ResultThe strong, striking window displays are

there to catch attention, draw people into

branch and stimulate conversation with counter

staff. The take-one leaflets and dispensers provided

the details counter staff needed to move those

conversations on to the point that customers were willing

to book an appointment with a Legal & General financial

adviser, who we gave their own suite of communications

to close the sale.

Driving customers to seek financial advice A NEW FACE FOR ARECOGNISEDBRAND

Challenge

Oikocredit is one of the world’s largest sources of private funding to the microfinance

sector. Since they were established 35 years ago in the Netherlands, they have expanded

into other countries across the globe. They provide microfinance and credit to trade

cooperatives, fair trade organizations and SMEs in the developing world.

In order to help more of the world’s poor to build better lives for themselves through

access to affordable loans, they approached Involve to explore new marketing channels to

help them attract more investors in the UK. They would then apply these channels across

the rest of Europe.

Response

50% of global investment comes from Germany and 25% from Netherlands. To increase

awareness in the UK, we developed an insert campaign which ran in religious and ethical

titles for four months. This activity was supported by a press advertising campaign to tie-

in with National Ethical Investment Week and a banner campaign at www.guardian.co.uk

in their investment section.

Result

The client was pleased with the response, both in terms of responders and the feedback

from the ethical investment community. As a result, OikoCredit is already planning a

second insert campaign for next year.

Press ad

GETTINGROLLED OUTAGAIN IN2012

Investing in the developing world

Microsite

ChallengeThe car insurance market is notoriously price-driven.

Sorting out their annual cover is also something people

like to achieve as quickly and simply as possible, often

using price comparison websites as their first port of call.

So when we were asked to launch Lloyds TSB’s new car

insurance service we knew that we would have to have a

compelling proposition, backed up by the bank’s friendly

and distinctive personality.

ResponseWe produced a mail pack that gets the message across

in a clear way which is also warm, human and shows

Lloyds as the friendly experts who will be with you “for the

journey.” We chose a simple A3 folded to A4 format

which gave us the freedom to create a large illustration

to demonstrate just how the customer can be helped

along their way. In a market where car insurance is not

much more than a commodity it’s given Lloyds TSB’s

cover a warmth and humanity designed to appeal to the

bank’s customers.

ResultThis was one of the first opportunities Involve had to work

with Lloyds TSB following their takeover of HBOS. We

quickly got to grips with the brand’s identity and tone of

voice, which made the approval process plain sailing.

Launching a new carinsurance product

SUCCESSFULLYAPPLIEDNEW BRAND

Helping customers bankat their Post Office

BEATCLIENTTARGETS

ChallengeBank of Scotland wanted to tell Easycash customers

living in remote areas of Scotland, who could be some

distance away from a BoS branch, that rather than

travelling miles they could now do the most simple

banking at their local Post Office.

ResponseInvolve created a direct mail pack and email that

explained how they could now enjoy the ease,

convenience and security of making cash withdrawals,

free of charge, over the counter at Post Office. We

also reminded these customers that they could also

use online and telephone banking for more complex

transactions, wherever they are.

ChallengeAlthough we were intimately familiar with the product (having

sold it successfully year-on-year for Halifax), the challenge here

was to ensure that we could sell the same package successfully

within the more considered and yet more fantastical realm of

the new Bank of Scotland brand.

ResponseWe came back with an interpretation of the brand that met the

new tone of voice head-on and a visual style that was true to the

brand, while still avoiding the most obvious clichés of traditional

home insurance advertising. This was a pack that added a

charm and intrigue to the already strong selling messages

inherited from Halifax.

ResultThe pack demonstrates our ability to quickly understand a

brand, and develop great creative – without ever losing sight

that each piece must work hard to maximise response.

Turning new brandguidelines intohardworking DM

SUCCESSFULLYAPPLIEDNEW BRAND

Thank you

If you have any questions please don’t hesitate to ask:

Joel Spence – Business Development Manager Email: joel.spence@involveagency.co.uk

Phone: 01274 528833

Mobile: 07972 142647

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