Read about how Bremer Bank transformed their customer experience with a custom proposal builder app through OrderCloud

1. Bremer Bank
COMPANY
Bremer Bank is a privately owned, full-service banking, investment, wealth
management, trust and insurance company based out of St. Paul, Minnesota.
With nearly 2,000 employees and counting, they got to a point in their business’
growth story where they realized they had a process improvement opportunity.
Hundreds of marketing and sales sheets lived on multiple pages of a legacy
company intranet platform. Finding the correct sell sheet could be both
challenging and time-consuming when you needed documents from multiple
business lines, as they were all located on seperate intranet pages. Employees
also needed access to a printer where they would print-on-demand the
marketing materials on company template paper in order to get them in front of
customers.
In addition, Bremer had maintained a separate system for proposal creation
where Marketing team could upload a limited number of sell sheets to it. Every
time a sell sheet changed, they had to upload a new document to this proposal
system and to the intranet. There was no option to preview what each document
was – employees had to guess and hope it was the right one when the proposal
was created, or go to the separate intranet site and open the document there
to see what it was. Sometimes users needed to add additional documents to
their proposal (ones that weren’t part of the marketing library) and there was
no way to do that. Documents couldn’t be customized, creating a very disjointed
experience for both employees and customers.
This presented several operational challenges.
As Bremer’s employees and customers started to become more and more
mobile-centric with expectations around real-time business communication, the
marketing team knew they needed a better, more flexible solution for employees,
and one that didn’t require the high level of maintenance that their intranet
system did. With the current system, materials that banking and financial reps
needed to do business couldn’t be accessed out in the field, because they needed
to be printed on the templated paper in order to pass brand standards. They
also couldn’t be emailed, eliminating the preferred distribution method for most
customers today.
Business Issue/Challenge
BREMER CREATES A CUSTOM PROPOSAL
BUILDER APP WITH ORDERCLOUD

2. With Ordercloud, Bremer Bank was able to create a custom marketing and sales
material library, and an easy-to-use proposal builder app for their employees.
The site is accessible by retail and business bankers, trust officers, insurance
agents and more. The functionality and flexibility allowed Bremer to create a
robust marketing sell sheet system with a more modern user experience. The
new OrderCloud platform allows users to:
• Search for documents using a menu or keyword, preview documents,
download unbranded for printing on template paper, or download branded
for emailing.
• Create custom proposals that include a customizable cover letter and can
contain additional documents that they couldn’t previously attach. After
creating the proposal, it can be saved in the system for later use or editing,
or they can be sent to Bremer’s in-house print shop for printing and binding
if desired.
With OrderCloud, Bremer Bank anticipates a large increase in the number of
employees creating proposals, and thus an increase in business. Employees
have reported the new system is easy to use, provides a comprehensive view of
marketing materials available, allows for quick turn-around on the distribution
of proposals, and creates the perception that Bremer Bank is more customer-
centric.
Solution
Results
Four51’s OrderCloud gave us the functionality and flexibility we
needed to create a robust marketing sell sheet system that was
easy to use across the entire company.”
-Lori T., Marketing Program Manager
“

3. Relationship building is critical in our business. Staying close to clients is a
Bremer priority and developing trusted partnerships is one of our strengths. In
both good times and bad, we listen to clients, learn of their needs and identify
individual solutions that transform a world of possibilities into financial realities.
We make decisions locally, while offering products and services with a global
reach to help clients succeed. Bremer is only as financially healthy as the clients
we serve. That drives us to meet clients’ specific needs and do everything we
can to enhance their financial health. Ultimately, if our clients are successful,
Bremer is successful.
Bremer at-a-glance
Services: Full-service banking, investment, wealth management, trust and
insurance
Clients: Individuals and families, large and mid-sized corporations, small
businesses, agribusinesses, nonprofits, public and government entities
Locations: Offices throughout Minnesota, North Dakota and Wisconsin.
Thousands of MoneyPass® ATMs nationwide and online and mobile banking
anywhere, anytime
Headquarters: Saint Paul, Minnesota
Ownership: Privately owned by the Otto Bremer Foundation and Bremer
employees
Employees: Nearly 2,000
www.bremer.com
About Bremer Bank
Four51 | 400 1st Avenue North, Suite 200 | Minneapolis, MN 55401 | www.four51.com
About Four51
OrderCloud is an enterprise B2B commerce platform giving you the power to manage your B2B commerce, content, and customer experience across every
channel and on any device. It’s built with an API-First approach that enables limitless customization and extensibility.