Challenge: Finding a promotional product to serve as an “eyes only” quick reference guide for Banc of America staff
Bank of America’s Equity Linked Solutions group designs and markets a broad suite of equity linked investments, which are sold through Banc of America Investment Services, a subsidiary of Bank of America, to retail and institutional investors seeking to invest funds, raise capital, grow portfolios and manage exposure in worldwide equity markets.
Keeping the various investment offerings and their nuances straight proved not to be an easy task for the Investment Services team—with products like EAGLES®, CYCLES®, STEEPLS™ and Buffered STEEPLS™, each with its own unique principal protection provision, maturity, coupon option and equity exposure upsides and downsides, team members often kept customers waiting while they repeatedly researched these and other Equity Linked product options.
Solution: Mouse-pads imprinted with product specs in easy-reading columns
Enter ePromos. The Banc of America team turned to Account Manager Elizabeth Stollmer to locate an “eyes only” promotional product team members could reference easily for need-to-know product information, thus increasing employee efficiency and providing better customer service. After researching various options, the team selected a custom mouse-pad, not available through the ePromos’ Web site but easily sourced through one of our suppliers, to be imprinted with detailed Equity Linked product and contact information for quick and ready reference.
Result: Highly visible mouse-pads win valuable desktop real estate and keep information on Equity Linked products within reach
Today the imprinted mouse-pads dot desktops throughout Banc of America’s Investment Services offices. Both Banc of America and Equity Linked staff were pleased with the promotion as well, as the mouse-pads, being both highly visible and therefore deserving of valuable desktop real estate, serve to keep the Equity Linked products and brand always top-of-mind.
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