Data-Driven Marketing
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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mkpteam.com