Targeted Communication
The Effective Use of Personalized Targeted Reports
Part one shows how our reports, coupled with our data analysis services, serve as asset gathering tools by enhancing your relationships with participants.
- Using data analytics and targeted reports to build relationships and increase revenue
- Why you should be investing in the 401(k) plan today!
- Wealth accumulation reports
- Your retirement planning checkup
- Reminder Letters
- Bronco Gap Analysis
- Collapse Gap Analysis
- Crashing Down Gap Analysis
- Engineering Wealth Accumulation
- Flowers of Tomorrow
- Harvest: Enjoying a Well-Earned Retirement
- Around a Long Time
- Short on Cash
Part two provides an example of how reports can be used in standalone campaigns. Part three demonstrates how the document template used in part two can also be used to create a different report with an unrelated theme.