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Open Access Canada
Delivering High-Impact Print Collateral

Challenge:

Open Access Limited is a leading independent Group Retirement Company in Canada. The company was looking to develop a revitalized brand, a stronger visual representation of their value proposition and flexible sales collateral that could be used for different segments of Clients.

Solution:
Strategy –
Kaleidoscope worked with Open Access to segment their market and then developed sales materials for each of their primary target groups: Advisors, Plan Members and Plan Sponsors.

Kaleidoscope worked within the Client’s budget to develop a corporate folder, a generic thank you card and a series of informative, attractive sets sell sheets targeted to each market. The sell sheets can be used in any combination with the folder to further target specific individuals within each segment or as standalone handouts.

Kaleidoscope also developed one generic parent sheet for each segment that was added to the general print run. The parent sheets can be used for items such as RFP covers, reports and internal newsletters and can be used in the Client’s laser printer. A set of generic Word templates containing each header enables the Client to disseminate information electronically, or to publish material in shorter print runs. The entire series was printed on 100 lb. Hannoart Silk stock so Client can add their own notes.

Results:
The revitalized sales package enables Open Access to quickly create customized sales materials for their Clients without costly reprints or frequent print runs. The revitalized brand communicates a clear value proposition to each group and the sales package can easily be expanded and added to as the need arises. 

Henry the Hedgehog Comic Book

Challenge: 
The Henry the Hedgehog program for GT Global Mutual Funds was designed to attract assets to “in-trust” and RESP accounts. The trend indicated that, once an “in-trust” account was set up, parents and grandparents would continue to contribute to the same account, resulting in increased assets to the company. In addition, financial advisors are always looking for a vehicle that provides opportunities for increased contact with their clients. We were looking for a vehicle that would encourage advisors and investors to purchase GT Global Mutual Funds.

Solution: 
Strategy – we developed a program that was appealing to grandparents, parents and children. The educational component, combined with an actual gift element, appealed to the parents and grandparents, while the children loved the kit itself. 

Tactical – we developed two different kits to appeal to two age groups. The first was created for 0-6 year olds. The kit included a brightly coloured book, explaining what mutual funds are and how they grow, a stuffed “Henry the Hedgehog” plush toy, a certificate stating the fund invested in and who gave the gift, all packaged in a brightly coloured box. The second kit was designed for 7–12 year olds in mind that included a comic book, explaining mutual funds and the importance of diversification. The comic book, in particular was a challenge to print because the paper was unconventional and a challenge to locate. We felt that it was critical that the stock be the same as a regular comic book to provide authenticity.

Results: 
Attracted $2.5 million in assets in first 9 months, increased awareness, developed database of high net worth parents and continued communication via “Henry” newsletter with both children and parents to promote the brand. This program was recognized as an industry first and was nominated for the “Best New Initiative" at the Mutual Fund Awards. 

Note: Kate Taylor created this program while in the employ of GT Global/AIM Funds Management.

LCBO – Internal and external merchandising program

Challenge: 

As part of the LCBO Community Awareness program, the business strategy was to find high-profile Canadian initiatives that required financial support and in providing that support would enhance the quality of life for Canadians.

The Commonwealth Games was determined to be a high-profile Canadian event and the Canadian athletes were in great need for corporate financial support. LCBO made a commitment to the athlete board that they would provide substantial funding to help meet their travel and housing cost needs.

Solution:
Strategy - Yvette Gauthier was commissioned to manage the creative and implementation that focused on building awareness in the most cost-effective way possible.

Targeted to LCBO customers, and empowering their financial participation, the program was planned with the focus of high profit, yet not jeopardizing LCBO’s high quality marketing. Cost-effective and innovative marketing and communication vehicles were important to the success of this program.

Keeping within the high quality standards of LCBO’s merchandising program and considering value-add solutions were the contributing factors to the success of this program. Included was the commissioned talent of predominate Toronto photographer Yuri Doyc who created beautiful photographs of the athletes. All material was created with innovative messages about the dreams of the athletes.

Tactical - Managing several teams of both internal and external creative and production resources, Yvette was able to multi-task all program initiatives in a timely and cost-effective manner.

They included: in-store displays, indoor and outdoor large format posters featuring top Canadian athletes – produced in both vinyl and paper, ballots and ballot boxes for each store where a draw to win a trip as a guest to the Commonwealth Games would be given. T-shirts, created, produced and distributed to each branch, LCBO's award winning magazine with feature articles on the athletes and music compilation with consistent Commonwealth Games brand look and feel. A customer support and appreciation banner was created for each store that patrons could sign as a token of support to the athletes.

Results:
By investing in strong visuals through photography, the impact of all marketing material created such an interest from customers and staff alike, that many of the pieces were requested as keepsakes and resulted in high public profile for LCBO.

Approximately $ 250,000 was earned over the course of several months and in a timely manner to help support this important event.

Note: Yvette Gauthier developed this program while a consultant at the LCBO.
Scotia Securities – DM piece targeted to a niche market

Challenge: 
To develop an educational vehicle targeted toward the Scotia Young Investors Fund holders, to enhance their educational level on both the fund and general investing. 

Solution:
The uniqueness of this market lent itself to create a fun piece that was easy to understand. We knew that mostly grandparents and parents would receive these, so our strategy was based on the 3 secrets of successful investing; invest early, invest regularly and stay invested. The vehicles, a newsletter and letter were sent to each fund holder along with a Business Reply Card (BRC) with an invitation to mail back and receive an investment booklet that was packed with basic investment strategies and could be shared with the children. 

Results: The response rate was 8% which surpassed our expectations.

Note: Yvette Gauthier developed this program while a consultant at Scotiabank.

GT Global – A Canadian Mutual Fund Company (now AIM Trimark)

GT Global, a mutual fund company that merged to become AIM Trimark, required an annual report that was approachable. This annual report served two purposes – to provide the financial information required by law as well as promote understanding of the organization’s funds. The communication was easy to understand, with a positive look-and-feel that was not intimidating. Images were used to convey this message.

Note: Kate Taylor (Co-President, Kaleidoscope) was the creative director and directed the strategic direction of the annual report. Kate created this program while in the employ of GT Global.

GT Global – A Canadian mutual fund company (now AIM Trimark) – Multiple language communication

GT Global needed to provide detailed information regarding their mutual funds to investors ad financial advisors. We created colourful and informative graphs and pie charts that clearly indicated the allocation of sectors and growth of the fund over a 1 year period. This piece was created in English, French and Cantonese.

Note: Kate Taylor (Co-President, Kaleidoscope) was the creative director and directed the strategic direction of the fund book. Kate created this program while in the employ of GT Global.

AIM Investments – A Canadian mutual fund company (now AIM Trimark)

AIM Fundamentals was designed to provide detailed information on each fund in an accessible way. The use of pie charts indicated the sector and geographic allocation while the line graph showed the growing value of the investment. This piece was about 50 pages and was produced quarterly.

Note: Kate Taylor (Co-President, Kaleidoscope) was the creative director and designer, managing an internal writing and design team. Kate created this program while in the employ of AIM Investments.

Fidelity Investment – The world’s largest mutual fund company

This was a RRIF (Registered Retirement Investment Fund) piece directed to the 50+ market. It assisted Clients in making educated decisions for their retirement. The book walked Clients through the process, using colourful charts to illustrate each fund and graphs to depict historical performance.

Note: Yvette Gauthier (Co-President, Kaleidoscope) was the strategic lead and project manager of the series of pieces. Yvette created this program while under contract to Fidelity Investments
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