Financial Services Case Studies

Promotion: A national credit union wanted to offer snacks to customers that were waiting in the branches. Because of the pandemic, they wanted to offer a snack that was portable and individually wrapped. This chocolate cookie made the perfect giveaway and customers didn’t mind the lines or the wait quite as much! Each cookie was also branded with the credit union’s name!

• Product: Rectangle Chocolate cookie
• Item Number: COOKIE
• Vertical Market: Financial Services
• Application: Customer Giveaway
• Budget: $3,000

Promotion: A large national bank wanted to give their employees an appreciation gift for all of their hard work. They chose a coffee mug with coffee in a soft touch box that said thanks for all you do. They left the gift on everyone’s desk and the employees were thrilled with the sentiment and the gift!

• Product: Mug Gift Set with Gourmet Coffee
• Item Number: DRB5030
• Vertical Market: Financial Services
• Application: Employee Appreciation
• Budget: $5,000

Promotion: A local credit union was looking for a novelty item to give out to kids and adults during Teach Kids To Save Day event at the branches. The stress ball was the perfect giveaway to promote the credit union’s messaging and brand. They imprinted the slogan “Save Now For A Stress Free Future” with the name of the Credit Union. It was a huge hit!

• Product: Stress Ball
• Item Number: TAG100
• Vertical Market: Financial Services
• Application: Teach Kids to Save Day
• Budget: $1,250