It can be challenging to persuade customers to switch from a behavior they have had for many years — and feel comfortable with — to a new behavior.
This is the challenge that a large financial services company faced. After numerous attempts to switch customers from monthly paper statements to eStatements using “convenience and environmentally friendly” messages, it still had over one million customers receiving paper statements.
In the six months that the program ran, 257,619 customers agreed to convert to eStatements, 21.4% of the potential audience. This case study will show you how much money the company saved, and how Next Level Performance helped them do it.
As Vice President of Engagement Strategy & Corporate Services at Next Level Performance, Susan serves on the board of the Incentive Research Foundation (IRF), and chairs the IRF Research Committee. She has also served on the board of the Incentive Marketing Association (IMA) and is a past president of the Recognition Council, and a past member of the Performance Improvement Council and the Incentive and Engagement Solution Providers (IESP). She is interested in the strategies and benefits of employee engagement, incentive, and recognition programs. An avid traveler, she is also passionate about the art and science of incentive travel.
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