The launch of GreenPoint Financial Advisors had a two-fold mission: 1) to introduce itself and, 2) get people to come in during IRA season. Prism developed “Get to Know GreenPoint Financial Advisors. New Name. Same great Service.” A promotional overlay included a free investment guide with any appointment.

Results: Appointment level exceeded goal by over 25%; conversion of appointments to accounts exceeded seasonal goal by 15%.

Direct marketing, print collateral, merchandising, promotion