Communication, Education and Advice Bridge Campaign

Business problem  

Large $863 billion pension management firm needed a fast, turnkey way to communicate their CE&A program benefits to their top 200 clients in a way that would be relevant to them. 

Our Solution

Developed strategic presentations with an automated solution to incorporate plan-specific data for each client. 

results  

Over 200 mass customized presentations flawlessly executed and delivered in six weeks to 367,015 employees: 6,771 responded; 1,437 took action.

• Employees who had an advice session were 10x more likely to rebalance or reallocate
• Email drove greater engagement and response
• Microsite response mechanism yielded higher contribution rate to Supplemental Retirement Account