Case Studies:

Opportunity:

A national full-service financial institution recognized the importance of marketing to consumers specifically addressing life changing events such as getting married or starting a family — at a time when their needs for financial products and services are changing.

Insights:

Research showed that these consumers have a great need for additional deposit and credit products and services.

• We need to address their current situation and help them identify the financial needs of the life event.
• We need to educate them on how we can provide solutions that are tailored to their specific needs.

Execution:

Heinrich developed an integrated campaign that included direct mail, online advertising and email blasts. Each creative solution featured lifestyle images appropriate to the target audience. The offer drove the consumer into the financial institution for a free consultation where a banker would review their unique situation and find the best products and services for their life event.