2. 2
• Product providers have lost touch with
their sales channels and end-customers.
• Clients want personalized presentations
based around their needs and to transact
online.
• Brands devalued, so affinity marketing
and white labelling is becoming centre
stage.
• Increased regulation and compliance
costs.
• Urgent need to automate processes,
reduce sales costs, and improve
marketing ROI.
Financial Services Industry - USA
4. 4
• Implemented Stream platform to provide online sales
management with personalized client content.
• Centralized the client’s marketing collateral,
compliance, legal and pricing and product information
onto the Stream database.
• Trained the client to manage their own content, create
their own rules, and create new association websites.
• Enabled the client to personalize and white-label their
marketing material around their 1,000 affinity brands
and 30 million customers, and engage in one-to-one
customer dialogue.
• Created an online enrollment and e-signature process
for 24/7 sales.
What did we do?
5. 5
• Stream automated their sales and marketing
processes using rules to sync content and
communication with client profile, location,
demography and behavior.
• Collaborative marketing allowed personalized
sales campaigns to be launched in minutes,
not months, at massively reduced costs.
• The client, their brokers and their affinity
partners are fully engaged and now control
key aspects of the client communication,
pricing and branding.
What else? Collaborative sales and marketing
6. 6
• Trained the client to populate
solution with marketing materials,
rules, and campaigns.
• Hooked in the TPAs and brokers via
an approved eSignature solution.
• Demonstrated to the client how to
rapidly create association sites and
campaigns with look and feel
inherited from target associations.
Our solution
7. 7
• Marketing copy now distributed and
controlled centrally within Stream,
independent of any TPA / broker network.
• Secure and compliant eSignature process
allows 24/7 enrollments & real-time data
analytics.
• Brokers benefit from added-value content
management.
• Marketing materials updated through rapid
collaboration, online.
Results - collateral delivery to TPA’s/brokers
8. 8
• Cost
• Speed
• Customer tracking
• Personalized dialogue
• Adaptability
• Ease of use
The benefits
9. 9
• The client now has a scalable content management
and communication system that creates two way
dialogue with customers and brokers.
• Smart use of unique technology has allowed the
client to work collaboratively on marketing campaigns
using processes and rules to automate content, price,
brand, sales processes and compliance based
around the customer.
• Overall the client has removed huge costs and
complexities from the sales side of the business
whilst increasing the ability to be able to measure and
react to their distributors and customer’s online
behavior and purchasing patterns.
• Marketing ROI is now measurable, including TPA/
broker and customer behavior, allowing the client to
respond immediately.
Summary and insights
