Our Clients
We are exceptionally proud of the companies and people we have been fortunate to serve. We offer just a few of them to you not as a means of establishing our success, but as a way of recognizing those that are dedicated to serving their customers and building a business by building relationships.
Torrey Pines Bank:
Phil Bell has been the champion for the Keep-InTouch® system within Torrey Pines Bank. Phil started by sending new communication to his 135 close contacts, and has grown to manage print campaigns, E Newsletters programs, and philanthropic or marketing communication to his database. This has translated to exciting new business by simply re-activating old allies. Phil has pushed Keep-InTouch(r) forward in the bank as a major initiative for their marketing.
Fairway Equities:
Caleb Allen has pioneered fully comprehensive communications programs to send relational printed Newsletters, programmed electronic communications, birthday alerts, gift distribution, client appreciation events, and client annual review tracking. Caleb has built full circle managed communication to his 860 contacts effectively identified as prospect, client, partner all as A-B-C based upon importance.
Frank Tamalii:
Frank is determined to remember and deliver a birthday greeting to everyone of his faithful contacts. Frank tasks his Keep-InTouch(r) system for reminders and has enabled his system to automatically send Electronic Birthday wishes as well as New Years, Thanksgiving, and Special Occasions greetings to everyone in his database.
First Pacific Bank:
First Pacific Bank has been utilizing the Keep-InTouch® program for the past three years. They send out cards per quarter to their top customers. The benefits received include brand building, increased deposits, and new business through referrals.
ProPricer:
ProPricer is the number one pricing program in the defense industry, and is one the software products offered by Executive Business Services. The ProPricer management team has implemented the Keep-InTouch(r) system to maintain relationships with its global customer base and support staff.
