Delivering Customer Engagement Using variable booklets to improve your customer relationships
A B Sample
Contents 03 WELCOME A better way to engage your customers
04-05 FINANCIAL Portfolio Holdings & Portfolio Performance Benefits for Asset Management Companies
06-07 INSURANCE Your policy details Benefits for insurance providers
08-09 UTILITY Your home energy usage Benefits for utilities providers
10 JOHN LEWIS CASE STUDY Increased customer engagement from personalised booklets
11 DIGITAL PRINT TEST OFFER
02
A B Sample
A better way to engage your customers
Helping customers is the top of everyone’s priority list, and none more so when it comes to important documents like bank statements, bills, and investment statements. Your customers want personalised communication which recognises their unique relationship and gives them information they want and need. Tara Pickles Head of Marketing
At GI Solutions we recognise this need and can help. Personalise the information your customer receives, to see sales and customer loyalty rise and call centre queries reduce. This is all possible through the use of our high quality variable booklets. Digitally printed on the latest HP printing machines, the booklets are tailored to your customer’s information, can be variably paginated and can include only the information of interest to them.
Print Test Offer A B Sample, see page 11 for details of our Digital Print Test offer.
03
FI NANCIAL
Portfolio Holdings Show your customers’ personalised information in colour with variable charts, graphs and tables. BA LA NC E
A DD IT IONA L INVEST MENT
INTEREST
INV 1
20,000
2,000
1,000
23,000
INV 2
40,000
0
400
40,400
TOTAL
INV 3
60 , 0 0 0
4,000
5,000
69,000
INV 4
80,000
2,000
6,000
88,000
10 0 , 0 0 0
8,000
138,000
INTEREST
TOTAL
1,000
23,000
400
40,400
INV 5
INV 1
20,000
30,000 A DD IT IONA L INVEST MENT 2,000
INV 2
40 , 0 0 0
0
BALA NC E
INV 3
60 , 0 0 0
4,000
5,000
69,000
INV 4
80,000
2,000
6,000
88,000
INV 5
10 0 , 0 0 0
30,000
8,000
138,000
Portfolio Performance 40000 35000 30000 25000 20000 15000 10000 5000 0 1 INV 1
04
2
3 INV 2
4 INV 3
5
6 INV 4
7 INV 5
n I ncreased customer engagement through use of personalised investment information
F I NAN C I AL
Benefits For Asset Management Companies
n C ustomers are able to better understand and assess financial information resulting in reduced call centre traffic and FAQs n VAT free for all related production costs
Uses n To be retained by your customers as a valued statement of investments n Deliver relevant information through a variable FAQs page n D eliver a cost saving by only printing and sending relevant documents or number of pages required
These charts can be personalised further by type e.g. pie chart, depending on customer preference
Add as many pages as needed to show customer’s personalised information.
05
INSURANCE
Motor insurance policy details ISSUED
20/6/14
POLICY NUMBER
99997777
Personal details POLICYHOLDER ADDRESS
Miss A B Sample AB Sample Road Sample Town Sample Postcode
DATE OF BIRTH
05/09/78
Policy details PERIOD OF COVER YOUR RENEWAL DATE TYPE OF COVER
21/06/14 (Noon) to 21/06/15 (Noon) 21/06/15 Comprehensive cover (See sections A;B;C;D)
Car details MAKE & MODEL OF CAR Vauxhall Corsa 1.1 REGISTRATION & YEAR XXX9 XXX 2007 ESTIMATED VALUE Market Value (Not exceeding ÂŁ75,000) We will not pay more than the market value of your car at the time of the loss (less any excess that may apply) MODIFICATIONS None POSTCODE XXX XXX ESTIMATED MILEAGE Not more than 8,000
A B Sample, thank you for renewing with GI Insurance. As an added bonus, you could save 25% on all additional insurance products from GI
06
Benefits for insurance providers n P resents an opportunity to include targeted cross-selling messaging on insurance products n A chieve FCA compliance by ensuring 100% integrity through automated processes and production n VAT free for all related production costs n Build engagement through personalised documents
n T o be retained by your customers as a valued insurance policy document n R educe call centre traffic and FAQs by including variable policy information for relevant insurance products n D eliver a cost saving by only printing and sending relevant documents or number of pages required
I NS UR A N C E
Uses
07
UTILITY
Your home energy usage Meter number: 0683198 5 Sep 20XX - you gave us your meter reading 30 Nov 20XX - estimated meter reading Estimated units used over 87 days (Unit calorific value for this period 39.4)
82
Gas units converted into kWh
2597.27
Standing Charge 2597.27 kWh x 4.630p
£21.54 £120.25
Cost of gas used this period
£141.79
Compare with other households in your area? Your average energy usage
2597.27 kWh Your usage Other households in your area average usage
3258.27 kWh Other households usage
You have used less energy than similar households in your area!
08
9105 9187
Benefits for utilities providers n I ncreased customer engagement through use of personalised usage figures, charts, tables and imagery n E nsure ofgem compliance by ensuring 100% integrity through automated processes and production n VAT free for all related production costs
Uses n E mpower customers to monitor and keep a clear, personalised record of energy usage n R educe call centre traffic and FAQs by including variable information on relevant utilities products and services
UT I L IT Y
n D eliver a cost saving by only printing and sending relevant documents or number of pages required
09
Increased customer engagement from personalised booklets The John Lewis Partnership’s 84,700 Partners own the leading UK retail businesses John Lewis and Waitrose. High quality internal communication is vital and once a year all Partners receive a Pension Statement confirming their benefits. John Lewis Partnership and GI Solutions worked together to re-design the Statements in a way that would allow fully personalised information to be sent to each recipient. Using digital printing, the Statements could be produced quickly with variable information shown in colour to a high quality standard. Project Result John Lewis Partnership are pleased with the results. John says, “We were very happy with the quality of the Statements. Because of the transparency and visibility at John Lewis we need our suppliers to be first class, particularly for internal communications, as the quality and execution will be noticed by everyone.” Key Benefits • Fast turnaround from white paper solution • Great flexibility of messaging • No stationery held so only print required documents • Postal discounts maximised
10
What the client said “The ability to call on GI Solutions’ expert knowledge on how to use digital print to its best potential has been invaluable.” John Berrell, Pensions Operations Manager, John Lewis Partnership
A B Sample
Digital Print Test Offer
We’d like to offer you a free trial – including free data consultancy and production*. The only thing we ask is that the campaign is tested against an existing campaign – so we can assess its performance accurately. For more details please call marketing on 0116 232 1711 or email marketing@gi-solutionsgroup.com *postage not included
11
GI Solutions T. 0116 232 1711 E. marketing@gi-solutionsgroup.com www.gi-solutionsgroup.com | www.creativeformats.com A division of GI Solutions Group Ltd – Registered No: 2734835