• PROJECT Retention of high value clients
  • PLANT/S USED Money Tree
  • PURPOSE To retain a client portfolio
  • APPROACH Send a money tree to all the clients in the portfolio as an introduction to the new Investment Adviser. The previous Investment Adviser had left and gone to a competitor.
  • OUTCOME Clients were retained and additional business was written off the back of the campaign.

    We sent 110 plants to our high value customers as a line in the sand to introduce our new adviser. After the plants went out the phones were red hot saying how lovely the gift was and such a great idea. We sent money trees as recommended by Give Plants. We even had customers sending us thank you cards. The idea was to do something different which we have achieved but we have also started to write business off the back of the campaign as we are now front of mind. The most successful gift we have ever sent and will continue to follow this winning strategy. Jonathan Beale - Head of Investment Services, ASB

Customer retention