Ensure that Your Products Successfully Meet Your Strategic Goals To ensure a smooth implementation, launch, and adoption success, we provide marketing assistance from the moment you select FundsXpress. Our Client Executive department is specifically tasked to work one-on-one with your employees to teach Internet basics, tips for marketing Internet products, and cross-selling techniques to increase adoption rates. The following marketing resources are available to FundsXpress clients institutions:
Client Executives: Marketing Experts Provide Valuable Advice and Tools
FundsXpress provides the necessary tools for your employees to become proficient with product functionality, as well as effective marketing techniques to help educate your account holders and increase adoption rates.
We include marketing support through our Client Executive team, our marketing support Web site, a variety of promotional resources and annual Client Group Meetings to assist in increasing end-user adoption rates and usage.
Examples of the one-on-one marketing advice and consultation services our Client Executive team provides to your financial institution include:
- Product launch assistance
- Creative assistance with marketing plans to meet your
strategic goals
- Provide proven tactics to increase user adoption
- Evaluate metrics reports and goal strategies on a regular
basis using our "Performance Analysis" Web site
- Provide product updates to improve your Internet platform
performance
return to top
Performance Analysis Web Site
FundsXpress presents a Performance Analysis reporting tool within our Client Support Site. This useful, Web-enabled tool provides financial institutions with a quick view of monthly adoption rates, historical usage trends, and comparison graphs within their peer group. Financial institutions can easily review their performance reports 24 hours a day, seven days a week and get a solid understanding of their adoption strengths and/or weaknesses. These easy-to-read, graphical reports are beneficial for strategically evaluating products and making presentations to your board of directors.
Most importantly, the site includes a section that provides suggested marketing activities created from a rule-based database that prompts appropriate merchandising or incentive programs. These rules will be based on the past tools used by your financial institution, your adoption trends and your current marketing activities. The Performance Analysis Web site provides access to an interactive marketing calendar for planning and executing marketing promotions over the entire year. As an extensive history and long-term relationship grows between your financial institution and your FundsXpress Client Executive, we will also be able to strategically determine return on investment for products and adjust to meet new strategic goals.
return to top
Marketing Strategy Plan
FundsXpress is committed to the success of our financial institution clients. In addition to installation and ongoing customer support, we’ll provide the necessary tools to effectively market your online services. Each FundsXpress client receives an interactive, online Strategy Plan designed to enhance your marketing efforts. The comprehensive plan offers both strategic and tactical phase outlines, records ongoing project notes, tracks important timelines and measures the results of each project. As a result, your marketing programs are more successful, advertising objectives are achieved and most importantly, adoption goals are easily met.
return to top
Creative Advertising Campaigns
FundsXpress creates effective print and online advertising campaigns based on financial institutions' past adoption experiences and focus group feedback. These campaigns jump-start your product launches with step-by-step training material for your account holders.
Your institution can choose from print campaigns, online tools, incentive plans and promotional programs to best fit your demographic marketing needs.
Our Client Executive team works one-on-one with each financial institution to create a customized strategy to best meet adoption and customer usage goals. Our fully customizable print marketing pieces include: brochures, brochure holders, statement stuffers, outdoor banners, posters, press releases, radio ad scripts, newspaper advertisements and mailers. We also provide targeted email campaigns, banner ads artwork and online features that promote the cross-sale of your product.
return to top
Click
on the image to view a sample campaign |
