retirement plan campaign case study
DESCRIPTION
Major fund-provider client requires multichannel communication campaign to roll out its target date fund offering to new clients and prospective plan sponsors. Client seeks a turnkey solution that will address current and future sponsors while minimizing client customizations. The campaign must also feature targeted messaging and cutting-edge functionality and graphics, while remaining cost effective and adhering to an aggressive rollout time frame.TRANSCRIPT
Case Study: Retirement Plan Fund Campaign
The Situation: Major fund-provider client requires multichannel communication campaign to roll out its target-date
fund offering to new clients and prospective plan sponsors. Client seeks a turnkey solution that will address current and
future sponsors while minimizing client customizations. The campaign must also feature targeted messaging and cutting-
edge functionality and graphics, while remaining cost effective and adhering to an aggressive rollout time frame.
The Recommendation: A four-part campaign, featuring a newsletter, call center FAQs, microsite, and webinar.
All elements serve the dual purpose of informing participants of the new fund offerings and educating them on ways
to save more for retirement.
• Microsite features a unique tool that helps users find the fund that best fits their individual needs.
• Webinar includes animations and voice-over to fully engage readers, while providing links and calls to action
so users can respond immediately.
• Editorial content consists of custom-written articles and site copy, as well as low-cost syndicated content.
• Design features formats and graphics that can be easily adapted to multiple clients.
The Results: Within the first two months of implementation, the client captured multiple major clients and over
$100 million in new assets while increasing participation rates.
• After two years, current assets grew to over $3 billion.
• Rollouts have gone smoothly and on time.
• Campaign remained within budget, despite
multiple customizations.
• Both our client and their customers are
enjoying the new resources available!
For more information
go to www.visitfc.com
email at [email protected]
or call 800-326-7697 Marketing Communication Tools
Investor Education
Retirement Plan Solutions