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.

• Use of reports in standalone campaigns and creating different documents from the same template
• Stop, Look, and Listen...Your Profitable Participants Remain Hidden in Plain View
• Case Study for White Paper