Financial Wisdom: Solutions for Banks - The Financial Wisdom Newsletter Strategy for Consumers

Customized Content Includes:
Your Messages
- Information about Products and Services
- Competitive Advantages
- Your Financial Solutions
- Education about Alternative Delivery Systems

Useful Financial Education
- Retirement Planning
- Saving
- Investing
- Income and Wealth Preservation
- College Funding
- Relevant Commentary

Description of the Financial Wisdom Strategy:
Each quarter, customers receive a letter from my bank. The "letter" consists of a personalized cover letter from the president or another senior officer with a four-page, four-color customized newsletter insert.

The personlized nature of the cover letter reinforces the benefits of a relationship with your bank and delivers a relevant, compelling message. The newsletter informs customers about your complete range of products and services. To add value and increase readership, the newsletter contains valuable financial education.

Effective and Efficient
The Financial Wisdom newsletter program is effective because, as "a personal letter from my bank," it gets opened and read. And, because the messages are constructed as information rather than as a "product pitch," they are much more likely to be acted upon. Furthermore, the inclusion of financial education sends messages to the reader that the bank is a source of "financial wisdom" and is truly interested in his well-being.

The nature of the Financial Wisdom newsletter strategy allows for a high degree of market segmentation. Two white papers describe how segmentation can be utilized to maximize the effectiveness of the program.
- Creating and Executing a Segmented Customer-Based "Life Stage" Marketing Program
- Creating and Executing a Segmented Marketing Communication Program for High Net Worth Customers

What's Needed
Financial Wisdom is a "turn-key" program. You provide a customer name and address file, artwork for reproduction of your business letterhead and envelopes, the signature of a bank officer for digitization, photographs and information about your bank and its products and services. We'll take it from there and write the copy, produce a layout, and send it to you for your approval. Turn-around is fast and we process the mail using pre-cancelled stamps for postage so it does not bear any postmarks.


	Personal correspondence strengthens relationships The Financial Wisdom newsletter strategy uses personal letters with 4-page, 4-color newsletter inserts to communicate personal, credible, relevant messages to customers or prospects on a quarterly basis. It makes the relationship with your bank more valuable, results in greater share of wallet, increases loyalty and positions you to become the single souce provider of that individual's financial services. View a sample Financial Wisdom newsletter for Consumers
Customized Content Includes: Your Messages - Information about Products and Services - Competitive Advantages - Your Financial Solutions - Education about Alternative Delivery Systems Useful Financial Education - Retirement Planning - Saving - Investing - Income and Wealth Preservation - College Funding - Relevant Commentary Description of the Financial Wisdom Strategy: Each quarter, customers receive a letter from my bank. The "letter" consists of a personalized cover letter from the president or another senior officer with a four-page, four-color customized newsletter insert. The personlized nature of the cover letter reinforces the benefits of a relationship with your bank and delivers a relevant, compelling message. The newsletter informs customers about your complete range of products and services. To add value and increase readership, the newsletter contains valuable financial education. Effective and Efficient The Financial Wisdom newsletter program is effective because, as "a personal letter from my bank," it gets opened and read. And, because the messages are constructed as information rather than as a "product pitch," they are much more likely to be acted upon. Furthermore, the inclusion of financial education sends messages to the reader that the bank is a source of "financial wisdom" and is truly interested in his well-being. The nature of the Financial Wisdom newsletter strategy allows for a high degree of market segmentation. Two white papers describe how segmentation can be utilized to maximize the effectiveness of the program. - Creating and Executing a Segmented Customer-Based "Life Stage" Marketing Program - Creating and Executing a Segmented Marketing Communication Program for High Net Worth Customers What's Needed Financial Wisdom is a "turn-key" program. You provide a customer name and address file, artwork for reproduction of your business letterhead and envelopes, the signature of a bank officer for digitization, photographs and information about your bank and its products and services. We'll take it from there and write the copy, produce a layout, and send it to you for your approval. Turn-around is fast and we process the mail using pre-cancelled stamps for postage so it does not bear any postmarks.
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