Rapid Solutions Group is a leading provider of business communications. From variable data publishing to POD to Web delivery, we offer state-of-the-art technologies to customize and personalize mission-critical customer communications.

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Case Study

Maximizing Established Investor Relationships

IRA Retirement Re-Contribution Booklet Boosts Assets

The Challenge:

Our client, Tamarack Funds, wanted to implement a Retirement Re-contribution campaign segmenting their under- and over-55 IRA accounts in the hopes it would bring new life to stagnating IRA accounts. Many participants had not maxed out their IRA contributions, and Tamarack wanted to increase contribution rates to increase assets.

The Solution:

At Rapid Solutions Group, we helped Tamarack create, produce and deliver a campaign of customized and personalized re-contribution booklets segmented by age, as well as account and demographic information. Combining design capabilities with variable data print technologies, we developed an attractive kit filled with saving charts and other incentives to raise contributions in a way that really appealed to the end recipient.

The Result:

This one-time mailing of a booklet of personalized savings illustrations and prefilled coupons resulted in a 22% increase in the average investor deposit … and a six-figure net profit.

”We were pleased with the results,” says Jennifer Lammers, President of Tamarack Funds. “The IRA campaign allowed us to touch and get responses from a segment of our investors we’ve not been able to reach before.”