Client: Fidelity Investments - AM Horizon Trust Management Software Relaunch

Project: Relaunch existing software program to
the non-profit industry

Solution: Tailor the message precisely to the target market using a mailing list previously created by Fidelity.

Material: Two direct mail campaigns followed by
sales calls to set up personal sessions to view the product, along with new sales folders for the sales force, supported by ads in trade publications.

Results: Appointments set by sales force increased
by 157% in the first month.