Project:
SMART STATEMENT

Type:
High-Value, Graphical Investment Statement

Segment:
Forms and Transactional

Program Objective:
To build better relationships with best customers and to increase horizontal sales.

Significant Results Reported by User:
Confidential

Participants

Client:
Unnamed fund manager. One particular client manages the mutual funds for several different banks.

Print Provider:
Elements — statements are printed on a Xeikon press. Elements is the originator of the Smart Statements program.

Creative Agency:
Elements clients engage their own creative agencies to work on the look and feel of the statements.

Program

Target Audience:
Individuals with portfolios of high net worth

Time Period:
Began in January 2000

Description:
This program generates a personalized account statement for individuals with larger portfolios, at least $250,000 net investment. The statement contains articles that provide a current view of the financial world as it relates to the individual's portfolio. For instance, an individual who has invested in high-tech companies will receive articles about the high-tech industry. The statement also contains charts and graphs based on the individual's account to reflect account valuation, risk evaluation, stocks in the portfolio, and more. The four-color statement is printed on 11" x 17" paper and folded to produce twelve 8½" x 11" pages.

Variable Information:
High: Name, address, articles, account information, charts, graphs.