The Concord Difference: Financial Services Industry Expertise
Concord Marketing Solutions is a full-service corporate identity company with unique capabilities tailored to meet the needs of leading financial services firms.
Concord has experience in the following sectors of financial services:
Mutual Funds, Life Insurance, Real Estate Investment Trusts, On-Line Brokerage, Retirement Services, Specialty Insurance
Concord Marketing Solutions is a full-service corporate identity company with unique capabilities tailored to meet the needs of leading financial services firms.
Concord has experience in the following sectors of financial services:
Mutual Funds, Life Insurance, Real Estate Investment Trusts, On-Line Brokerage, Retirement Services, Specialty Insurance
High quality, brand name apparel,
hats and bags from Nike, Adidas, Under
Armour, Patagonia and others ensure that your valued clients experience the best and most current quality merchandise.
hats and bags from Nike, Adidas, Under
Armour, Patagonia and others ensure that your valued clients experience the best and most current quality merchandise.
The largest in stock selection
with over 200 items can be offered as a result of our on-demand embroidery system. This ensures that your program provides choices in both men’s and women’s items, colors, styles and sizes.
with over 200 items can be offered as a result of our on-demand embroidery system. This ensures that your program provides choices in both men’s and women’s items, colors, styles and sizes.
Compliance reporting
ensures that individual spending limits per client/ broker are tracked and met.
ensures that individual spending limits per client/ broker are tracked and met.
CRM integration
provides a seamless ordering mechanism for your busy sales teams. We have integration experience
with Salesforce.com and proprietary client systems.
provides a seamless ordering mechanism for your busy sales teams. We have integration experience
with Salesforce.com and proprietary client systems.
Personalized note cards
are generated for each order free
of charge and can include the
signature of your representative.
are generated for each order free
of charge and can include the
signature of your representative.
Broker recognition programs
reward first, second and third tickets with quality merchandise and survey data is captured along the way.
reward first, second and third tickets with quality merchandise and survey data is captured along the way.