I think the ways to connect well with clients in the financial sector is by getting strategic with them – to help them solve the business goal at hand. Even at the risk even determining a solution that doesn’t involve you.
Jen and I recently were recently approached by a prospective client who said “we need a CD-Rom – do you guys to CD-Roms?” Well, of course we do CD-Roms, and we showed some examples. It felt as though we could have been the tactical salesman who opened his jacket to reveal all his CD-Rom’s and said “which one to do want?” But then we asked them what their business goal was – and why they thought the solution was specifically a CD-Rom. Turns out, they just wanted to their communication to stand out – but they also wanted to keep the communication affordable, changeable (editable) and approachable by the target audience. So… the solution may not be a CD-Rom.
I take pride in that our team does not offering an off-the-shelf solution, whether its a “cost-efficient” event (pipe-n-drape environment) or a static website (one-off short-term solution). We focus on the business challenge at hand and hone the message – and then we develop a custom solution, keeping costs, timelines and target audiences in mind.
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