Sterling wanted to grow their Private Bank portfolio by expanding participation and attracting new clients.

Communications needed to reflect a high-end sophisticated look and feel connoting exclusivity.

Elegant invitation kits were sent to existing bank clients and prospects showcasing the identity and exclusivity of SNB’s Private Bank brand, with the goal of enticing them to establish new relationships.

Highly customized packages, included 27 different RM letter versions and business cards, along with a Private Banking sales brochure.

Components were hand assembled and matched together based on RM data.

30 invites per RM mailed over 15 weeks, allowing time in between each for follow up.