 experience
and clients |
| Experience By Industry:
Financial Services |
- Worked with the Minnesota branches of a national bank
to develop specialized marketing plans for a variety of
industry groups. Identified opportunities to market to
and grow relationships with local businesses in each industry
and worked with bankers to implement industry-specific
marketing strategies.
- Conducted background research on national bank competitors'
remote capture deposit services to better understand how
this new technology is being marketed to end users.
Provided key learnings and recommendations to client in
relaunching their RCD service.
- Served as the outsourced marketing function for a Bloomington-based
accounting and financial services firm. Developed overall
firm strategy and industry-specific marketing plans to
guide firm growth. Created second generation web-site,
new graphic identity, and secured local press coverage
for the firm and its principals.
- Conducted market research for a national bank on several
targeted industries and their banking needs in order to
create marketing strategies and banking services specific
to each industry.
- Worked
closely with financial planner and founder of a financial
advising firm to develop and implement a strategic public
relations plan designed to increase local and regional
name recognition.
- Identified public relations opportunities
for a small Bloomington, Minnesota-based Financial Services
firm and secured a high profile by-line financial advice
column in a Twin Cities business journal.
- Developed prospective client lists of contractors and
manufacturers with $1 million + in revenue within targeted
zip codes for a local accounting firm.
- Worked with a local accounting firm to develop a more
professional-looking second generation website. The project
included site design, site layout, content development,
website optimization, and site promotion.
- Developed a comprehensive strategic business and marketing
plan for a financial broker/dealer. The plan included
specific strategies for client retention and growth, operational
excellence, and increased client satisfaction.
- Developed and conducted a comprehensive client survey
to determine areas of excellence and improvement for a
financial broker/dealer.
- Created a survey database to capture real-time data
from tradeshow participants for a client in the banking
industry.
- Created PowerPoint presentation for a CPA firm's Manager's
meeting. Facilitated strategic planning session and discussion
at firm's annual meeting.
- Conducted an extensive client satisfaction survey for
an accounting firm client.
- Led effort to strategically redesign the visual identity
of a CPA firm, including updating of all printed materials,
firm signage, website, and more.
- Managed all details of the communication of an acquisition
for a Rochester, MN-based CPA firm, including creation
of a media list and press release and follow-up activity
following the announcement.
- Conducted weekly conference calls with a CPA firms'
partners to establish new business development goals and
objectives, to measure progress against these goals and
to strengthen each professional's skills and confidence
levels in recruiting new clients.
- Created a strategic marketing and implementation plan
for the Minnesota branches of a national bank, developing
relationships with CPAs for the purposes of sharing referrals
and generating new business.
- Worked for over two years with the founder of an accounting
firm in Wayzata, MN, to develop and implement a marketing
strategy around a highly industry-focused group of clients.
This year, Client will bill over $1 million in revenue,
and the owner attributes his success to our marketing
work.
- Worked with five partners at a 35-member accounting
firm in Maplewood, MN, on the development of personal
contact lists as well as individually-focused, relationship-building
strategies which have already resulted in new business
for the firm.
- Conducted a customer survey for a bank in Minnetonka,
surveying 1,500 customers and achieving a 60% response
rate; results used in the bank's ongoing strategic planning
initiatives.
- Created a second generation website for a community
bank in Minnetonka including graphic design, content development
and site promotion -
First Minnetonka City Banks.
- Created a first-generation website for an accounting
and business consulting firm in Minnetonka; assessed the
opportunities, planned the site map, developed content,
created the graphic identity and the site promotion -
Mervin
Winston, Ltd.
- Served as the outsourced marketing function for a community
bank in Minnetonka, facilitated all monthly marketing
committee meetings and served on the bank's strategic
planning committee. Our goals were to retain and grow
existing customer relationships, while also attracting
new customers from the local area to become new bank customers.
Ongoing initiatives for the bank include sponsorships,
advertising, customer communications, newsletter production,
website development and maintenance.
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