Simplifying Personalized Direct Mail for a Financial Services Company
With weekly New Account Profile and Revised Account Profile (NAPRAP) mailings going out to customers, our client needed a way to simplify the process.
Treasure Performance – Customer Data Platform
Trust + Safety
Back-Office Support
Customer Acquisition + Retention
Customer Care
Financial Solutions
Mortgage Solutions
Banking and Credit Card Services
With weekly New Account Profile and Revised Account Profile (NAPRAP) mailings going out to customers, our client needed a way to simplify the process.
Our client wanted to provide white-glove service to their highest-value customers with updated technology and customer support.
When demand for our client’s services grew overnight, they fell behind on their pending paperwork. Nearly 100% of all files needed immediate review with a high level of attention to detail.
With weekly New Account Profile and Revised Account Profile (NAPRAP) mailings going out to customers, our client needed a way to simplify the process. They needed to reduce turnaround times, improve efficiency, and better handle 87 variable data fields. We built a new client database and optimized importing data, printing, assembling and mailing letters, reducing their cycle time by 50%.
Our client wanted to provide white-glove service to their highest-value customers, with updated technology and customer support that would improve experiences across the board. We increased repeat usage by 100%, with average customer spending that grew 200-300% above the baseline.
When demand for our client’s services grew, they fell behind on their pending paperwork. Nearly 100% of all files needed immediate review with a high level of attention to detail. Within one month, we trained and added more than 500 global employees to their title and mortgage processing team. We reduced their backlog of files by 89%, dropped error rates from 15% to 5% and eliminated operational inefficiencies, saving them millions of dollars in the process.
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Highland Park, MI 48203
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Here you will have access to our global policy pages as well as access to all our brands in the Qualfon portfolio.
Here you will have access to our global policy pages as well as access to all our brands in the Qualfon portfolio.
Here you will have access to our global policy pages as well as access to all our brands in the Qualfon portfolio.
Here you will have access to our global policy pages as well as access to all our brands in the Qualfon portfolio.
Here you will have access to our global policy pages as well as access to all our brands in the Qualfon portfolio.
