Personalized engagement — Current individual customers

Purpose

Increase plan engagement by encouraging readers to take proactive steps toward enhancing their financial wellbeing.

Each email in the series highlighted actionable opportunities, such as logging into their retirement account or attending a live webinars.

Strategic Approach

Content was tailored to resonate with individuals at various stages of their financial journey, with clear and compelling calls-to-action (CTAs). Using audience psychology and conversion marketing tactics, these emails attained record-breaking customer engagement.

These emails prove that my creative instincts create positive impact on hundreds-of-thousands of lives.

Outcomes

500,000+ positive actions; 3507% increase in webinar registrations YOY; 4724% increase in webinar attendance YOY

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