BPR International PR and Marketing Case Study for Banking and Financial Planning Industry

Banking and Financial Planning Industry

01

Case Study

The Situation

Retirement Resource Management wanted to break into a larger territory with their new catch-up retirement plan and build awareness around it. The company needed help determining which community to target and collecting data to reinforce it.

Problems

  • Client needed to select a focus area in a two-state spread

  • Client did not have awareness in this new community and had to build trust quickly

  • Client wanted to have an event and needed to make sure that guests would attend

  • Client needed a better website and branding to support an awareness campaign

BPR International Public Relations and Marketing Case Study for Banking and Financial Planning Industry Website Development
BPR International Public Relations and Marketing Case Study for Banking and Financial Planning Industry Website Development

Solutions

  • Had a website built out in less than 30 days and on a limited budget
     

  • Made sure the website collected data from any visitor of the site
     

  • Operated email marketing to support any drives to the website
     

  • Created awareness through media relations
     

  • Helped client select the right community to target that had a strong population & fit the client’s target audience

Results

  • New website created in 30 days, on budget, and resulted in new business for the client
     

  • Ongoing email marketing campaigns
     

  • Ongoing news segments about financial planning (targeting the community)
     

  • Helped select the top area for people over 50 that fit the profile
     

  • Over 30 people attended the event and client received new business

BPR International Public Relations and Marketing Case Study for Banking and Financial Planning Industry News Segments Targeting Community
BPR International Public Relations and Marketing Case Study for Banking and Financial Planning Industry News Segments Targeting Community and Selecting Top Area for Target Market
BPR International Public Relations and Marketing Case Study for Banking and Financial Planning Industry Community Engagement