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Marketing/New
Business Development Support
Wright provides unparalleled
service and marketing support for its clients.
Dedicated Client Service Officer
A dedicated
Client Service Officer is assigned to each client institution to
assist in new business presentations to substantial prospects and
account review meetings for larger accounts. Client Service Officers
visit on a regular basis, providing updates on developments at
Wright and introducing new or upgraded products. They are also
available to provide support in internal management meetings and/or
in new business or business-retention meetings with prospects or
clients.
Marketing Materials
Wright
provides comprehensive marketing materials for all of its programs
– from the smaller mutual fund asset allocation products, to
employee benefit plan programs and larger institutional business
development opportunities.
Customized Marketing Programs
Winthrop Financial
Marketing Group,
part of Wright Investors’ Service, seeks to help develop prospects
from an existing bank customer base. WFM Group offers a
comprehensive direct marketing program to supplement your marketing and
business plan. The goal of the program is to canvas the bank’s customer
base for potential trust/investment management clients using
a simple, six-question financial questionnaire. This
program identifies and attracts qualified trust prospects in the
bank’s existing customer base as follows:
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Information is
obtained from the centralized bank customer information
file.
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Additional
demographic information to clarify and/or further define
the target markets may be appended.
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Cover letter
and introductory brochure (Retirement CheckUp3) are mailed
at specific intervals with follow-up by telephone.
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Qualified
retirement specialists initiate dialogue to qualify and
uncover needs.
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They then
introduce investment and/or trust services and/or products
to qualified prospects, completing the sales cycle for
smaller investment opportunities and referring more
substantial prospects to business development officers.
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Wright has developed the
concept, the materials, the products and the process for generating
new business prospects from your bank customer base.
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