Financial Executives International (FEI) knew they needed a marketing makeover to boost their game and work smarter – especially when it came to promoting memberships, subscriptions, courses, and conferences. They needed a strategy to attract new members and keep existing ones engaged.
Ricochet stepped in to assess the situation. We took a close look at what FEI already had in place for marketing, examined their systems, and talked to key team members to figure out what changes were most important. From this, we identified the biggest marketing hurdles and created a four-part plan to overcome them.
One of the key issues was the need for a new and affordable Association Management System (AMS). This system would help FEI gather more information about their members and make that data accessible to other systems, enabling targeted and effective communication. Ricochet took the lead on finding the right AMS. We created a Request for Information process, identified potential vendors, handled all the communication, developed a scorecard for evaluation, and are now helping FEI choose the best fit for their needs.
