Experts in Performance Based Rewards & Motivations
(800) 238.5659

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Banking and Financial


Financial institutions need to bring in new customers and get current customers to commit to more and upgraded services. CMC is an expert in generating new business for all types of financial institutions and keep customers loyal.

CMC has the unique and proven incentive and rewards tools you need.

Case Studies

 #1 - Agent Loyalty Program - Field markeitng Organization (FMO) Insurance

Background: An Illinois based FMO well known in the industryfor thirty years

Objectives: Previously offered cash as incentives for "million dollar producers". Needed to create  loyalty with their current agents and recruit new agents.

CMC Solution:

Implement "Gorilla Rewards" an internet based, points driven merchandise program:

  1. Create personalized logo branded website to target independent agents
  2. Establish goals and rewards:
  • Each $100,000 annuity where house earns 2.25% street producer earns highest rewards
  • Street producer earns rewards at diminishing levels as house percnetage goes down

Points never expire encouraging agents to continue accumulating points long term for bigger rewards.

Points for travel handled seamlessly through CMC's travel department.

Program Results:

  • Program launched in September 2009 with 133 agents
  • Currently 828 active agents in program
  • On avergae 32 agents enroll each month
  • Total program spend $954.6 thousand on rewards generating $783.4 million in annuity sales.
  • With an average take of 1.3% they profited around $10.2 million to date.


“Summer Blitz to Open New Accounts”


A Florida Credit Union partnered with CMC on a summer promotion to target new accounts. With heavy competition between banks in credit unions in the Jacksonville, FL market, this credit union needed something to separate them from the competition.


  • Generate new business by running a summer promotion for anyone who opens a new account
  • Build brand equity and market share
  • Cross-selling opportunities for other products and services

CMC Solution

  • Implement a low cost, turnkey solution:
    • Over the months of June, July, and August, they offered 2-for-1 Cruise Certificates to anyone who signed up for a new account.
    • CMC handled all of the pre/post sale implementation and fufillment
    • Cruise promotion will generate increased floor traffic to branches and website

Program Results

  • Over 1,000 new accounts were opened over the 3 month period.
  • June saw a 31% increase over the previous year with 458 new accounts opened.
  • July had a 6.48% increase and August had a 7.22% increase.

Our Clients

Dear John,
We at DP&L Employee FCU, would like to thank you for your outstanding service in our Vacation/Loan promotion. From our initial contact with you to the customer support services, we highly recommend Capitol Marketing for promotional services.

Our promotion was very successful. Our goal was to disperse 60 loans of over $10,000 in thirty days. We also incentivized the employees to exceed their individual goals. We disbursed 86 loans totaling over $1.3 million during the promotion!

Our members were excited, our employees were excited and everyone that won the vacation packages raved about the accommodations when they returned.

We look forward to working with you again next year.

Donita B.
Marketing Director
DP&L Employee FCU

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