Solutions

As one of the nation’s largest financial institutions, Wachovia serves the financial retirement needs of millions of customers nationwide. The bank’s Free Retirement Consultation takes a snapshot of the consumer’s current financial picture, and maps out a plan for achieving financial goals.

Tivoli was tasked with the challenge of creating different direct mail packages, based on the demographics and life stages of the four target audiences. The direct mail results were impressive, encouraging existing and new customers to sign up for the free consultation.