From social media campaign to website re-design

Know Your Customer – also known as KYC in the corridors – is a very hot topic for banks and their customers. A theme that we also see coming up frequently in our broad partnership with ING. Banks and other financial institutions have been designated as ‘gatekeepers’ in the fight against money laundering and terrorist financing. It has even become a legal requirement for them. Not only mandatory for all banks, but also for the large corporates who are customers there. To ease the ‘hassle’ and administrative burden, ING created CoorpID as a corporate startup initiative. To improve the customer experience and unburden customers.

CoorpID is a multifunctional platform that allows corporates to easily structure, manage, and share their KYC information with their corporate financial partners, including ING. A digital vault, where sensitive information can be securely collected and shared. To avoid duplication and optimize communication and transparency. Platform users are both the large financial institutions (the banks) that do the KYC checking and the large corporates that need to provide KYC documentation.

The challenge

A pleasant previous collaboration with CoorpID’s Marketing Lead Arlette Warmerdam was revived with this intensive renewed collaboration within a different context. In her search for an external agency to support CoorpID’s marketing department in various communication issues, there was that first phone call. That call turned into a cup of coffee. And now we are several months and many meters further together. Our main goal: to bring CoorpID forward and increase the exposure. This was prompted by the presence at various congresses such as Swiss Treasury Summit (Switzerland), EuroFinance (Austria), ATEL (Luxembourg) and Sibos (the Netherlands). The places where the financial world meets.

CoorpID is – as it ‘should be’ for a healthy startup – driven and ambitious. The KYC issue, but above all the solution offered (the digital vault), is tackled with great energy. With the request to SowiesoHelder (and our colleagues from SowiesoDigital) to help them with this in both the off- and online mix of assets.

The solution

From the questions with the highest priority, we started working together. Starting with CoorpID’s support for communications at international congresses. From a social media campaign to brochures, whitepapers and advertorials. Followed by additional strategic advice in CoorpID’s exercise on core values and brand promise, among other things. In addition, the collaboration quickly expanded towards the expertise of our online colleagues from SowiesoDigital with a digital sharpening in various mailings and, as icing on the cake, the re-design of the website (which was immediately made suitable for Salesforce Marketing Cloud). And as we are used to, we of course carefully aligned all assets with the brand guidelines. Where together we are also stretching these ‘borders’ of the guidelines and thus discovering and expanding the brand more and more.

The biweekly catch-up meetings between our agency and CoorpID as client ensured that we stayed well aligned with each other and worked as partners. Which also resulted that there are still many ideas ready to go into execution soon.

The result

Short lines of communication, flexibility and fast reaction time helped CoorpID tremendously with their sprint towards the end of the year. Apart from the assets already mentioned above, the result of the assignment is above all a warm cooperation. The basis for much more.

Or as CoorpID says:

Arlette Warmerdam, Marketing Lead at CoorpID: “Our goal in working with SowiesoHelder was to have an external agency join CoorpID’s marketing team. To become (more) scalable and have more flexibility. And we succeeded! By now, we don’t need more than just a few words. Of course, this is not literally true in all cases, but it does feel that way. I am repeatedly surprised with what is delivered. It is often right the first time. And certainly, also with the ‘extra pair of brains’, I feel helped with the creation of the content. And that gives peace of mind. Next step is to create a content calendar, product videos and even events together.”

And you?

CoorpID wanted to move quickly. Smartly anticipating the moment (of the international congresses where KYC would be on the agenda) and having their communication online and offline aligned. SowiesoHelder was able to support this quickly, flexibly and budget smartly. Does that sound appealing to your own goals? Then you know where to find us now.

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