Case Study: JP Morgan & Chase

New Business Program (Sales/Training Presentation PowerPoint/Flash)

Chase Bank wanted to find a way to educate their national sales staff on new deposit, checking, and small business options, so they could better serve the needs of existing and new customers. Our concept was to train and educate the staff using an incentive promotion that would challenge them in a contest-like environment to achieve even better results.
jpmorgan
Solution: Our program, Boarding Pass To Customer Solutions, was built on Chase’s ability to give away up to 10,000 free One-Pass miles to sales people who had achieved pre-set goals. To present the program to the internal staff, we used PowerPoint to educate them on the new services and Flash to build enthusiasm in the contest. These communication tools were distributed via interactive flash emails, a complex database micro-site, and printed direct mail elements. The program had an 88% response rate, far surpassing any of the bank’s internal sales team promotions.

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