An on-going tool to increase direct customer contact while driving down operational hard costs.
ARM introduced a continuous rewards initiative for customers who chose to transition from paper-based statements to electronic delivery.
ARM Technology
Offer Fulfillment
Reporting
The Challenge
Our client, via 3rd party advisors, onboard thousands of new customers monthly who include our client’s investment products into their portfolios.
Our client does not own a direct relationship with these new customers and is required to send by mail tax and investment documents related to the investment products.
The Solution
Created a standing offer that rewarded customers who agreed to convert their paper statements to digital
As part of the offer solution ARM developed, customers scanned a QR code deep linked to our clients CRM system, allowing opt-ins to be captured for customers to receive direct communication from our client on new investment products that could be added, via the 3rd party advisors, to their portfolios.
ARM managed compliance date/time capture throughout the customer journey.
What We Did
ARM’s solution leveraged a QR code that connected customers directly to our client’s CRM system, capturing marketing opt-ins and enabling direct outreach regarding new investment products available through third-party advisors
Throughout the engagement process, ARM ensured all compliance requirements were met, including the recording of date and time-stamped customer interactions.