Citizens Bank Personal Financial Evaluation
THE CHALLENGE
Get Citizens customers to define their current financial needs and goals via a sit-down meeting with a Citizens Bank representative.
Get Citizens customers to define their current financial needs and goals via a sit-down meeting with a Citizens Bank representative.
THE SOLUTION
• Customer downloads Citizens Bank App
• Customer answers questions to define current needs and goals, receiving a personalized strategy.
• Arrange a sit-down meeting with a Citizens representative to suggest ways to achieve personal goals.
• Customer downloads Citizens Bank App
• Customer answers questions to define current needs and goals, receiving a personalized strategy.
• Arrange a sit-down meeting with a Citizens representative to suggest ways to achieve personal goals.
There are also additional banners featuring Citizens financial products.
This work helped win the business for Ogilvy.
This work helped win the business for Ogilvy.
Letter invitation to a "Life Juggler" to a sit-down meeting with a Citizens representative. This segment juggles work and family priorities, often spending beyond their means. 35-54 yrs. old. $100k in assets.
Brochure Invitation to a "Delegator" for a sit-down meeting with a Citizens representative. It features screen shots of the Citizens Bank app. This segment is highly educated, but not about finances. 50-70 yrs. old. $100k+ in assets.
Sample screens from the Citizens Banks app
Two invitations to an online Citizens sit-down
Follow-up letter with summary of proposals for "Delegator"
Follow-up emails with recommendations
Two home equity line of credit banners
Pre-qualified mortgage mobile banner
Les Weiner: art director
Ted Baker: Copywriter
Ted Baker: Copywriter
direct mail, email, banners