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Financial - Country Club Bank

Institution: Country Club Bank is a locally-owned community bank with deep roots in Kansas City and the surrounding area. Founded in 1953 in the heart of the Country Club Plaza, they have a rich history of serving the Kansas City area. Each year, they have always sent a nice Holiday card to clients, providers, prospects and bank friends. The bank has many locations, lots of customers, plenty of officers and multiple relationships between some accounts and officers.
 
Challenge: They believe in cultivating long-term relationships with their customers and part of the personal touch is to send holiday cards signed by officers associated with the account. This is a great idea, but every year the bank’s holiday cards required massive physical coordination, excessive planning and months to circulate cards for signing. The rotation of cards (in sequence) pained all involved. The final result included carrier envelopes and cards that at times appeared “worn” from the passing and handling from all the officers. The holiday card became a big project and hassle for the marketing department.

Solution: Country Club Bank worked with Lexinet to automate the process and produce the holiday cards using digital print technology and with each officer’s signature on the appropriate card. First, the bank digitized every officer’s signature - encouraging multiple colors and types of pens and even little comments that could also be digitized. Second, a listing of all clients was sent to the officers and they indicated when they wanted their signature to appear for each assigned client. Some cards have multiple names, others may only have one. Utilizing the digitized signatures and the database with officers attached to customers, Lexinet produced the same beautiful holiday cards the bank had done in the past.

Results: The bank enjoyed the smoothest and most hassle-free holiday mailing ever. Recipients received a clean and timely card and all was produced for about the same cost as prior years. Now that the signatures are digitized, only edits to officers and assignments need be made for subsequent years. The bank can now consider other times of the year a personal message and company contact would be appropriate – because now this is easy.

To learn how Lexinet can help your company with the production of a dynamic one-to-one marketing program, contact us at 620-767-7000 or click here >>.
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