Financial Services Firm Finds $1 Million in Additional Monthly Revenue with Omnichannel Trigger Program
Industry
Financial Services
Vertical
Finance
Solution
Sepire Journey Tool
Home / Case Studies / Financial Services Trigger Program
Sepire Trigger Program Delivers 54X Return on Investment
Whether online or off, the buyer journey continues to evolve. And for one financial services firm, the goal was simple: get more from every channel. But getting the right information to the right person at the right time can be challenging. From long lead times to poor personalization, this firm needed more.
With a deep industry understanding, a facility built to take on their biggest and most pressing challenges, and the security footprint needed to handle sensitive information, the choice to partner with Sepire for a trigger program was a no-brainer.
The company had the data. They knew what they wanted to do with it. But finding the right partner—able to integrate data, connect channels, personalize content, and deliver on SLAs—presented a challenge.
Until they found Sepire.
Using the Sepire Journey Tool, our subject matter experts helped the company create personalized layouts using the data they already had in Salesforce. And by combining these data with our unique workflow, we were able to create a program that allowed for daily direct mailers to be produced and mailed within 48 hours using the freshest data available.
The Results? Exceptional. Thanks to hyper-personalized content at scale, the company found a million dollars in new, trackable revenue every month. It cost them 8 times less to acquire new customers. And the returns? They came out to 54 times their initial investment.
At a Glance
$1M
New revenue generated each month.
54
8X
Lower Cost of Acquisition with Sepire Trigger Program
Times Increase on Return on Investment
"We choose Sepire because
they were specialists
in our market and helped
us create a workflow
that connected all
our channels."
— Vice President of Marketing, Financial Services
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