Linder Associates

Description

Marketing Strategy For a new financial startup company, helped to develop the marketing and distribution for a unique retirement process for distribution through institutional clients and advisor markets. Engagement includes developing new business strategies and the implementation of a variety of marketing communications materials. Institutional Communication Program For the premier producer of mail and messaging solutions for small business, developed the association and co-marketing sales strategies, direct mail and presentation materials to equip internal staff with the required materials and marketing processes. Direct Marketing Program For a European training and publishing client, developed and conducted a turnkey marketing operation for the sale of Peter Drucker Videos in the US. Project included developing and executing a marketing strategy with associated lists, direct response ads, direct mail, fulfillment services, as well as establishing the necessary credit card operation. High Net Worth Sales Strategy For a regional bank, developed sales strategy and sales tracking systems for the Trust Department as an ongoing high net worth customer solicitation. As part of the program, created the sales tracking methodologies, management monitoring system, as well as all customer communications. Communications Audit and Process Maturity For an online service, conducted an audit of all member communications efforts to help company set standards for tone, manner, content and delivery of member messages. Compiled DM response histories. Using a unique version of the SEI Process Maturity Model, compared the Company ’s Corporate Communications process to the five levels of process maturity to develop a more effective and efficient process. Investment Products Strategy For a direct response insurer, developed the marketing strategy and administrative systems for SPDAs and Flex Annuity sales through third parties (credit cards, banks and stockbrokers). Also developed marketing process for sale through the nation's first stand-alone insurance kiosk in a supermarket. Customer Service Process For a large mutual fund organization, we created and conducted a series of Marketing Forensicssm workshops which analyzed and directed the rewriting of a 496 piece customer service form letter library. We also created a video and workbook. In addition, the project developed standards for written and telephone communications focusing on improved customer service. Direct Marketing Process For the subsidiary of a large insurer, we developed a direct marketing approach and the marketing strategy for insurance and annuity market products. As part of this project, developed a set of success guidelines. Also conducted a course on the principles of direct marketing for senior management in preparation for their anticipated purchase of another carrier. Communications Effectiveness Process For one of the nation's largest associations, we employed our unique Marketing Forensicssm Program to measure, analyze and recommend improvements in their marketing and customer communications materials.

Products & services

Similar companies nearby