What we'll do for you


How We Help You

 

1. CRM2 Navigator™

CRM2 is changing the conversation between you and your clients. It affects virtually every touchpoint you have with them.

From fee disclosure to performance reporting to client discussions to account statements and trade confirmations, the requirement for transparency is on the rise. And this will raise some questions for your clients.

The waters are choppy, but CRM2 Navigator will steer you through them, creating the best possible client experience while being compliant on all fronts.

How does CRM2 Navigator work?

Step 1 The CRM 2 Navigator voyage begins by Getting Your Bearings. In a brief workshop, we will talk about what CRM2 means to your organization, and assess your CRM2 readiness at the same time.

Step 2 We’ll Chart the Course for your organization through 2016. Your customized map will outline key milestones, high-level budget, and opportunities to maximize client experience along the way.

Step 3 With the map to guide us, we will Set Sail. This is where CRM 2 Navigator is flexible to meet your specific needs:

Training & Education – We work directly with your advisors and compliance staff, to help them address CRM2 issues their clients raise. Your training can be delivered via webinar, in a workshop setting, or in 1-to-1 coaching.

Statement Design and Production – Whether you just need compliant reporting templates, or front-to-back implementation, we will help you deliver the best possible client experience while meeting all CRM2 requirements.

* Change Management – We won’t leave you high and dry. We’ll see you through the voyage, even taking the helm at key points.

Step 4 As you approach land, you need to Prepare for Docking. This is about getting in front of the changes and being proactive with your clients. An effective communication plan will ensure that your clients aren’t caught off guard by the changes they see.

If you’re anxious about CRM2, don’t be. CRM2 Navigator brings the team, the expertise, and the wind in your sails to get you to the other side.

2. Helping you connect with your customers

Blue ID can help you transform your communications programs by using data-driven content to build relationships and speak directly to customers.

Blue ID can help you transform your communications programs by using data-driven content to build relationships and speak directly to customers. The buzzword for this approach is “transpromo,” which simply means using transactional document to deliver promotional messages. Blue ID is a leader in this field. We believe that:

* Every “page” should start as a clean slate
* Every communication should personalize itself according to the needs and interests of its recipient
* Every communication should reflect the information the recipient has already shared with the organization

3. Helping you identify opportunities

The starting point of any great statement redesign is our BluePrinting consulting process.

The starting point of any great statement redesign is our BluePrinting consulting process. We listen closely to your key stakeholders to help identify opportunities, develop strategy, and plan and prioritize.

We establish high-level objectives for activation, retention, lifecycle marketing, regulatory compliance, and rewards, to name a few. We hold information-gathering interviews with individual stakeholders to drill deeper into the details, and then create a comprehensive statement messaging strategy report that compiles findings and makes specific recommendations.

At the end of this phase, Blue ID delivers aspirational designs that map your requirements and aspirations onto a statement concept. Using proven design and navigational principles, this concept elevates your brand, directs user behaviour and response, and saves money through operational efficiencies. The concept serves as the road map and vision to producing a successful transactional document.

4. Helping you redesign statements from start to finish

Blue ID offers a uniquely comprehensive set of capabilities, from strategy to design, building, and hosting applications.

Blue ID offers a uniquely comprehensive set of capabilities, from strategy to design, building, and hosting applications. It starts with strategy consulting to set overall direction. Next, we design your statement to make it look great while accommodating variable messaging. Then we build your transactional document using Dialogue, a powerful platform for creating personalized communications. Our service offering also features:

Customer Testing. Testing statement design ideas with customers is an integral part of any statement redesign project. The aim of excellent information design is to create a document that is attractive to look at and easy to use, where the information flow is intuitive and customer questions are addressed. Blue ID will prepare a research report that gives detailed insights into your customers’ reactions to the new design, along with recommendations based on findings.

Design Specifications. This blueprint for the printed statement is used by marketers, developers and programmers. We’ll develop a design specification document that sets out detailed information about the typographical hierarchy (font families, weights and sizes) and the design grid (what lines up where on the page), as well as information on the preprint design, colours used, and the organizational structure of the information.

Business Rules. These rules define the individual data elements required to create the new statement(s) in an automated environment. They specify the logic that governs the flow of the document, and the rules that dictate when individual components are printed or suppressed within the document production process.

Launch. We’ll help you develop a comprehensive launch plan that includes promotional materials and a training curriculum.

A full-service agency

Our in-house staff includes:

> Marketing strategists

> Communications consultants

> Information Designers

> Senior Graphic Designers

> Production Artists

> Business Analysts

> Data Specialists

> Composition Programmers

> Copywriters

> Project/Account Managers

> Production Coordinators

> Administrative Support

Do More for Your Customers

Blue ID helps organizations transform their communications to build better customer relationships and drive results.



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