How B2Bdatapartners sparked off fanatical engagement

with direct mailing

Started in 2005, the Fairfax-based asset management firm serves

institutions and high net worth individuals in 24 states and 5 countries.

The primary services offered by this firm covers equity management,

fixed income management, ETP portfolio, financial planning and estate

planning. The company reported revenues of US$12.2 million for 2009,

a reduction of 3 percent growth over the previous year.

The client publicizes its investment services to the consultants and their

customers through occasional email campaigns and sales calls.

Following the economic credit crisis, the marketing organization faced a

crucial challenge: new customer acquisition hit a ceiling. The client

recognized that its current direct marketing efforts would no longer drive

the growth it required to beat the economic weather.

Aging home-grown databaseLimited ability to track marketing campaign results/feedbackOnly basic personalization and segmentation capabilitiesLimited information base about existing customers

After evaluating several solutions, the client selected B2Bdatapartners’

direct marketing and media suite, to create highly scalable online and

offline marketing capabilities.

Deployed a three-level data cleansing process to ensure that

customer data is accurate and up-to-date

Segmented customer data based on profiles, revenue etc

Created highly targeted, value-based communication that

maximized each customer interaction

Implemented a series of targeted follow-up emails based on the

interest expressed

Reduced the direct marketing cycle and made it more effective. A

campaign that once required 26 hours of work now takes only four:

an 80% reduction

275 % Improvement in the Click through rates in comparison to

previous campaigns

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Industry:

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Testimonial:

Financial Services

Confidential

1,482

List and Database Services

"We selected B2Bdatapartners as they had the most open structure, and supports multiple media marketing.

Moreover, B2Bdatapartners has the power to turn customer data into real profits.

Jeff Brown, Marketing Head.

Case Study

www.b2bdatapartners.com 800-382-4081 info@b2bdatapartners.com