Financial Service Firm Uses Custom Calendars to Reward Customers

Giveaways Corporate Gifts Calendars

 

PROMOTIONAL PRODUCT CASE STUDY

CLIENT: Financial Services Firm

PURPOSE: Reward Customer Loyalty

A financial services firm sent customers an update on office hours and available services and included a calendar to thank clients for their loyalty. They chose the Motivations Appointment Calendar for its inspiring messages and overall quality. The firm added a custom extra sheet to the calendar, which included a reminder to schedule free quarterly financial reviews. The company saw an uptick in appointments over the year, and agents asked for the calendar to become an annual mailing.
 

 

Promotional Products Are Low Risk, High Reward!

Promotional products are perfect for any business because they can convey your message and be practical. This is a great way to get your message across because it will be seen by both the person and those closest to them. Using promo products as a small gift doesn't have to break the bank. They are low-cost and have the potential to be seen by a large number of people, thus making them very effective at spreading brand awareness.

Promo items can be customized with your company's logo and brand colors, making them an efficient marketing tool. One popular product given by a company to loyal customers is customized calendars. Luckily, there are ways to create promotional calendars with low risk and high reward. There are many different types of promotional calendars that you can use for your business, including custom calendars, desk calendars, wall calendars, and more. The best part is that you don't have to spend much money on these products. You can find an inexpensive supplier online that will do it for you! The best time of year to buy calendars is in the summer, as prices typically go up on August 1. This way, you save money and do not have to worry about stock running out. 

Promotional calendars are an easy way to promote any business or event with a specific date. Calendars are also very affordable, so it’s worth looking into them as they can help you get the word out about your company and products all year.

Here are some additional custom calendar product ideas:

 

Wildlife Portraits - Spiral Appointment Calendar

American Splendor Desktop Flip Calendar

Black & White Contractor Memo Calendar

Blue & Grey Commercial Planner Calendar

Span-A-Year 22x29 Laminated Calendar with Marker

Red & Black Desk Pad Calendar with Vinyl Corners

These promotional calendars are great marketing ideas for:

  • Legal Firms
  • Banks and Credit Unions
  • Event Planning Companies
  • Consulting Firms
  • Marketing Agencies
  • Security Firms

 

If you are in the financial industry, let us know how promotional products have helped your business!

Quote
{{qp_count}}
Shopping Cart
Interested in buying promotional products and have questions for us? Then the Quote Cart is perfect for you! Click the "Request Quote" button on any product page to start requesting your quote. Make sure to let us know any additional details in the questions section.
Loading Quote Items
You have not yet added any products to your cart yet. Time to start shopping! :)
If you have more than one ordering account, you may have created a shopping cart in a different account. You can toggle between your ordering accounts below:
Active Ordering Account:
Contact Us
(800) 338-7996
Contact Us Options
<< Back
Phone Numbers
(800) 338-7996 Toll Free
(615) 991-4000 Local Phone
Fax Numbers
(866) 323-8381 Fax
(615) 246-4198 Local Fax
Contact Us Form
<< Back
Physical / Mailing Address:
Executive Advertising
181 E. Main St.
Ste 4
Hendersonville, TN 37075
<< Back
Contact Us Form
First Name:*
Please provide a First Name.
Last Name:*
Please provide a Last Name.
Phone:
Email:*
Please provide a valid Email.
What can we help with?*
 Product
 Existing Order
 Other
What product are you inquiring about?
{{($select.selected.prd_name+ ' (#'+$select.selected.part_number+')')}}
+ {{viewed_product.prd_name+' (#'+viewed_product.prd_id+')'}}
What is your Order Number?*
{{contFrm.order.ord_grp_num}} {{contFrm.order.created_on | dateToISO | date:'MM/dd/yyyy'}}
{{contFrm.order.old_ordernumber}} {{contFrm.order.created_on | dateToISO | date:'MM/dd/yyyy'}}
+ 323455 ({{recentOrder.created_on | dateToISO | date:'MM/dd/yyyy' }})
323455 ({{orderproduct.created_on | dateToISO | date:'MM/dd/yyyy' }})
Load more orders
Please select an order.
to request help with an Order
Questions/Comments:*
Please provide Questions/Comments.
<< Back
Glossary
Production Time
A standard production time for each product is listed on each product page. Production times may vary depending on decoration methods, number of locations, and product type. Production time do not include shipping transit times or artwork proofing times. On each product page you can enter your shipping zip code and see how long it takes for your order to be produced and ship to your location. Rush production options may also be available.
Report a Problem
First Name:*
Please provide a First Name.
Last Name:*
Please provide a Last Name.
Phone:
Email:
Order #:
{{rpc.report_problem.order_item_no}}
How can we help you today?
{{$select.selected.order_problem_topic}}
{{aq_row.additional_question_title}}
This can be an exact number, or you may wish to inspect a small batch of your items and check for a percentage that is affected.
To help expedite the claim, and show consistency in the issues described, please include a couple group images showing multiple items (5-10 if possible) within the photos.
{{f.name}} x x Delete File
{{f.progress}}%
Please upload an image or video in one of the following formats: bmp, png, jpg, jpeg, gif, psd, ps, tiff, tif, ai, eps, svg, mp4, avi, mov, flv, wmv
Cancel
{{rpc.inprogress ? 'Sending...' : 'Submit Question'}}
Provide your Feedback
We've recently launched a new website, and we'd love to get your feedback! Let us know your thoughts on how we can improve your customer experience.
Give our new website a rating:

{{addedComment}}

Share your thoughts on our website:

Cancel
Send
Comment Sent. Thank you!
Click here to view our company's terms of sales.
Returning Customer
Log in to an existing account. If you are a multi-user account holder, any of your email addresses will work!

This website uses cookies

We use cookies when you visit our website that can recognize, collect, and transmit information that is associated with you, but which does not personally identify you. Read our Privacy Policy.