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Data-Driven Marketing

BMO Private Bank outer envelope, letter from Regional President, and letter from Relationship Manager

BMO Private Bank Repricing

Challenges

Need to communicate customized repricing information to high value trust customers.

100+ variable signers; complex personalization with dozens of product-specific copy blocks; up to 9 relevant fee schedule enclosures.

Solutions

A booklet-style communication controlled the flow of variable messaging with an attached letter from the Regional President.

Product- and change-specific copy blocks were assigned at the customer level and delivered information relevant to the recipient.

Variable Relationship Manager signatures reinforced the personal nature of the customer’s relationship.

212.983.5700
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MKP communications inc.

Financial marketing and merger communication specialists.

We’ve spent over 25 years building a nationwide client base of financial institutions, large and small.

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