Turning Gifts Into Growth: A 3233% ROI Success Story

How We Crafted Personal Connections That Led to Seven-Figure Returns

Client Engagement, Revamped Gifting Strategies, Year-End Gifting

The Challenge

A longtime financial services firm sought to revamp its traditional year-end gifting strategy to create a more meaningful connection with clients after over a decade of sending the same wine & cheese basket annually. The goal was to stand out in a crowded market while reinforcing a message of stability and reassurance during uncertain times.

Our Approach

The Solution

We set out to redefine the firm’s gifting strategy by focusing on meaningful connections and client-centric messaging. Recognizing the importance of reassurance in a volatile market, we aimed to create gifts that not only stood out but also communicated stability and trust. Our approach included:

Client-Centered Creativity: Developing a gift concept that resonated emotionally with recipients while aligning with the firm’s values.
Personal Touch: Prioritizing items that felt intimate and thoughtful, rather than generic or overly branded.
Local Flair: Incorporating locally sourced products to add a layer of relatability and authenticity to the gesture.

We delivered a curated gifting experience that left a lasting impression:

Reassuring Messaging: A heartfelt note was included, reinforcing the firm’s commitment to guiding clients through uncertain times.
Thoughtful Gift Selection: Locally sourced, high-quality items were chosen to create a gift that felt personal and bespoke.
Elegant Presentation: Premium packaging with subtle branding elevated the experience, ensuring the gift conveyed professionalism and care.

The result was a gifting strategy that bridged emotional and professional connections, ultimately driving unparalleled results for the firm.

The Results

The campaign delivered extraordinary results:

Emotional Impact: Clients expressed heartfelt gratitude, with one noting how the personal touch resonated deeply during a challenging time.
Substantial ROI: The thoughtful gifting approach led to an additional seven-figure investment from an existing client, resulting in an impressive 3,233% return on investment.
Stronger Relationships: The campaign reinforced the firm’s reputation as a trusted partner, strengthening client loyalty and paving the way for future growth.

IN THE CLIENT'S OWN WORDS

Kimber & Oak creates exceptional custom gifts, which is why our wealth management firm has relied on them for client gifting for years. The team makes the process seamless, and we particularly appreciate their ability to source many items locally.

A.A.

Senior Vice President

Ready to create thoughtful, high-impact gifts that strengthen client relationships and drive exceptional ROI? Let’s make it happen.

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