I focused on consumer financial wellness in the years following the Great Recession of 2008, by leveraging my Bank of America and Cigna experience with money management, online banking, mortgage lending and customer service call-center outreach. So that more consumers and their families could better focus on an improving quality-of-life.
The goal: If consumers could have enough to save then spend, organizations like yours could better attract then retain customer spending.
I wrote content on this theme in multi-year marketing PR campaigns while at Bank of America, Cigna and nonprofit clients. I integrated messaging in content across multiple channels and organizations, with each campaign beginning with a plan. The tactics deployed and writing samples below also serve as a guide to how your organization can attract and retain customers:
The result: I helped deliver growing revenue for Bank of America, Cigna and nonprofit clients with financial wellness tools and services that helped their customers to focus a better quality-of-life, with plenty to spend after saving.
How bank employees maintain customer service in spite of change on the job. Produced and written by Rick Goulart for Bank of America.