Case Studies > Webster Bank - Prospecting
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With the stock market enduring a difficult period, Webster’s Investment Services group faced a serious challenge when they sought to increase growth and earnings.
EMI was asked to create a campaign to increase activity by current customers and generate new leads.
A letter was sent to investors, thanking them for using Webster and offering a free portfolio review and a gift certificate, along with the same offer for family or friends of the recipient.
The program exceeded objectives by 60%.
A 5.2% response rate was achieved, and nearly half of respondents told a friend who came in for an appointment. The number of appointments generated, and assets captured, dramatically exceeded all previous programs.
