Financial Institution Event - Strengthen Relationships with Valuable Customers

Business Challenge:

Customer appreciation event historically held at client’s private property in headquarter home state and planned internally. Western Region wanted to break the mold of the past destination/venue and also outsource the event to a professional incentive/event management company.

Objective:

• Find a destination/venue in region that was within budget, had accessibility to fly fishing & golf, and was desirable enough to attract high-end customer
• Gain corporate confidence in outsourcing decision
• Maximize time spent between customer and client

Solution:

dai created an appreciation event that retained customers by:

• Identifying most profitable customers and strategically assigning them to key corporate executive/managers throughout the event
• Developed and implemented an event with group-oriented activities (golf, fly-fishing, card tournaments) and relaxing environments for meals

< and reference attendee website event an Created>Results:

• Achieved maximum attendance capacity; customers actively participated in program
• Realized 12% savings from original budget
• Corporate Headquarters approved next year’s event – confidence was realized
• Client/customer relationships were strengthened by common event experiences