If your employees are struggling with workload and deadlines, or if you currently lack the internal experts to push your loyalty and marketing projects forward, we can help.


We know many organizations today are struggling with too much work, not enough staff. Maybe product lines aren’t getting the love they deserve, your loyalty program or technology implementation is on hold while you’re short-staffed or you simply can’t deliver on all the marketing initiatives you planned. We can help.

For more than 40 years, our marketing experts have delivered comprehensive customer relationship marketing solutions to retail and financial services organizations. Our goal is to provide support based on your needs and minimize the impact on your internal resources — whether that means working as an extension of your internal team or providing a full-service approach.

We’re also an approved vendor for some of the country’s largest financial institutions. If we’re not on your list, we can quickly turn around your security and approval documents to handle data and creative tasks.

Retail Marketing & Financial Marketing Services & Solutions

Strategy Development

Strategic Customer Initiative Services

  • CRM strategy
  • Loyalty program development, refinement & management
  • Statistical Loyalty Program Optimization™
  • Loyalty Program Effectiveness Appraisal™
  • FasTrackSM program implementation
  • Omni-channel content strategy & planning
  • Traffic-building program development
  • Retention program development
  • Cross-sell or upsell program development
  • CRM business case development
  • ROI measurement
  • Email performance analysis
  • Digital marketing plans & optimization
  • CRM/loyalty program support services
Customer Data, Analytics & Research

Customer Data, Analytics and Research Services

  • Database analysis & mining
  • Segmentation & cluster analysis
  • Modeling, including predictive, look-alike & regressive modeling (e.g., decision trees)
  • Factor analysis
  • Customer scoring
  • Marketing & email performance analysis
  • Qualitative & quantitative customer research
  • Email reporting, industry benchmarking & KPI benchmarking
  • Testing design & analysis
  • HELOC portfolio segmentation
  • Mortgage refinance targeting
  • Mortgage purchase targeting
  • Statistical Loyalty Program OptimizationTM
  • Loyalty Program Effectiveness AppraisalTM
  • Data sources
    • County recorder data
    • Estimated home value data
    • Pre-mover data
    • Demographic data
Targeted Multi-Channel Communications

Content, Creative & Multi-Channel Communications

Content & Creative Services

  • Marketing campaign conception
  • Content strategy & planning
  • Omni-channel editorial calendar development
  • Content topic optimization
  • Value-added & custom content development
  • Visual content
  • Email
  • Video
  • Direct mail & other print assets
  • Print & digital design
  • Print production & fulfillment
  • Direct mail production & fulfillment
  • Loyalty program communications audit, planning, design & execution

Digital & Email Services

  • Email deployment using Oracle’s Responsys, Epsilon Harmony and Salesforce marketing cloud (formerly ExactTarget) platforms
  • Interactive media
  • Website development and management
  • Web page hosting
  • Mobile-first responsive design
  • Information architecture and wire framing
  • Strategic use of customization, segmentation, and dynamic and variable content for targeted and personalized messaging
  • Social media
  • Experience design, including ADA compliance
  • User interface design

Technology Sourcing & Implementation Services

  • RFI/RFP process management
  • Requirements documentation
  • Process documentation
  • Functional requirements support
  • Implementation support
  • Use case support

Retail Marketing Services & Capabilities

Financial Marketing Services & Capabilities

We’re committed to your success.

Let’s talk about how our team can support yours to overcome your challenges and achieve your goals. Contact us for a free consultation.