Case Study: Celebrate Milestones

  • Jun 30, 2024

A bank wanted to promote 110 years of serving individuals and businesses in Pennsylvania through an "Open House" celebration at their branches. Among the many products selected to commemorate this milestone, the Keeper Caddy was one of those chosen. The caddy would be a great office workstation accessory or a home desk utility piece - covering both corporate and individual account use. Both current customers and the local community were invited to branches for "coffee, cookies, and giveaways." Included in the bag of giveaways were a calendar, pens, a phone charger, and the Desk Caddy. All who opened an account or made a transaction were entered in a drawing for a collector series of coins. At the seven branches, over 3,000 attendees received gifts, information, and goodwill from the banks' employees and staff. Within the following six weeks they discovered that there was nearly a 20% increase in new accounts from the previous year.

Source: VisionUSA

  • Category: Case Studies
  • Tags: case study, milestones, desk caddy