FEI Powers Up Marketing
After assessing its marketing, Ricochet gave Financial Executives International a four-part plan and is now leading its search for a new, affordable AMS.
What was holding FEI back?
Financial Executives International (FEI) needed a marketing makeover. It promotes memberships, subscriptions, courses, and conferences, and it wanted to work smarter across all of them. FEI needed a strategy to attract new members and keep current members engaged. Before choosing a direction, it asked Ricochet to assess what was already in place and find the changes that mattered most.
What did Ricochet do?
Ricochet reviewed FEI's existing marketing and systems and talked with key team members. From that work, it identified the biggest marketing hurdles and created a four-part plan to overcome them. A top need was a new, affordable AMS. Ricochet took the lead on that search, running a Request for Information process, finding potential vendors, handling communication, and building an evaluation scorecard. Ricochet is now helping FEI choose the best fit.
What changed for FEI's members?
The work is still in progress, but the direction for members is clear. A new AMS will help FEI gather more information about its members and share that data with its other systems. That means communication that is better targeted to each member, from membership offers to courses and conferences. The four-part plan gives FEI a path to attract new members and keep current ones engaged.
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