Financial Industry Promotional Giveaway Case Study


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First National Bank approached Proforma about supplying promotional giveaway items to celebrate the grand opening event of a new branch that was set to take place in less than three weeks. The bank was looking for high-end quality items within their budget. Bank executives were concerned about other grand opening logistics and turned to Proforma to manage the process.

First National Bank wanted to provide items for three target customer bases – those using the drive-thru teller option, corporate business professionals and university students. Proforma identified three tiers of products and provided samples within 24 hours. Once the final product decisions were made, Proforma streamlined the process of submitting artwork and ordering the products; maintaining a trouble-free ordering process for the bank.

The bank selected checkbook covers, portfolios, car coasters, stone desk coasters and leather wrapped tumblers, all of which arrived in time to be given away on their scheduled days. First National Bank was so pleased with the results that they made Proforma their primary promotional product source. After all the items arrived, a bank executive told Proforma, “You’re my hero!”

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