| About Client |
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Harris is an integrated financial service organization providing more than 1 million personal, business and corporate clients with banking, lending, investing and wealth management solutions. The organization is a member of the BMO Financial Group (NYSE, TSX: BMO), which also provides corporate and investment banking services in the U.S. under the BMO Capital Markets name.
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Objectives |
Secure new retail banking relationships at Harris branches throughout Chicagoland
Acquire new small business relationships and warm sales leads for commercial lenders
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Marketing Strategy
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Build upon the momentum of the bank's existing "Lion Power" brand campaign
Reach out to "new movers" as they arrive in Harris branch communities
Address new neighbors with friendly greetings, not hard product sell
Offer information and educational programming to small business owners
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Media Utilized
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Direct mail "welcome packet"- greeting card, premium item, insert slip
Buckslips with service/premium oriented offers
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Results
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Wisdom Bridge worked closely with the bank's database manager and in-house marketing services area to develop marketing strategy and design the pilot new mover program.
Harris continues to expand its branch presence and is growing in these core areas.
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