Having worked with a number of companies in the financial services sector, we have a wealth of experience catering for the specific needs of accountants and solicitors, as well as a host of other businesses in the sector such as insurance companies, banks and other financial institutions. Many of the clients we work with were spending painstaking hours in the office printing and enclosing business mail, taking their focus away from the critical day to day tasks whilst paying a premium on postage for the privilege.
Direct Marketing Services for the Finance Sector
Case Study: Outsourced Business Letters for a London based Accountancy Practice
Overview
A progressive and forward thinking Accountancy practice saw the benefits that outsourcing their business mail could bring and duly approached us for a solution. Dealing in the main with SME businesses, contacting their clients and prospective clients by post was critical to their business. In short, they were sending thousands of letters per month and keeping their franking machine extremely busy, not to mention the staff members printing, enclosing and franking. Realising this was not the most time or cost effective way of processing their business mail, they decided to reach out to a mailing house they could rely on and trust.
Solution
As with all new customers, a detailed brief of the mailing requirements as well as a general overview of the business itself is imperative. At Herald Chase, we like to see ourselves as an extension of our clients marketing departments working in partnership with our customer to ensure the needs are understood and the requirements are met. This may involve several telephone conversations or face to face meetings but for us it’s paramount to really understand what makes our clients tick as well as the challenges they face. Having had these initial conversations it was clear our solution had to allow the accountancy practice to completely outsource their mailing requirements whilst offering cost reductions in the process. Such a project was perfect for our hybrid mail platform, mailit.direct. By simply installing our virtual print driver, pre-merged PDF’s could be sent to us at the click of a mouse, whilst we took care of the rest. Suddenly a laborious and time consuming weekly process was reduced to minutes as opposed to hours. On receipt of the pre-merged PDF files, we were able to print, enclose and despatch within 48 hours, at less than the cost of a 2nd class stamp per item! A full reporting suite was made available so our client could have the comfort of knowing their mailing campaigns had been despatched, as well as closely monitoring costs.
Outcome
Whilst this particular client was very tech savvy, outsourcing their business mail didn’t initially top their priority list and so the process was overlooked in previous years. By outsourcing their mailing campaigns to Herald Chase, the client was able to focus their attentions on tasks more pertinent to their day to day accounting duties, as well as saving money and increasing certain staff members happiness now they no longer had to spend hours printing, enclosing and sealing envelopes. The simple and slick solution offered by Herald Chase enabled them to save up to 50% on their mailing costs, resulting in a very happy client.All prospecting and business critical mailing campaigns are now handled by Herald Chase, with volumes of up to 5000 letters monthly being despatched.
