Moblico Makes UMB Bank's Annual Sales Meeting a More Personalized Experience Through Mobile

Moblico Case Study

UMB Bank
Corporate Events Case Study

Background
UMB Bank is a complete banking and related financial services provider with 136 retail locations in seven states - Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska and Arizona. Every year the sales team comes together for a day-long meeting in which they address a variety of subjects important to the company.

About 400 people participated in UMB Bank's March 2010 gathering, engaging in break-out sessions, special activities and executive speeches.

How Moblico Worked for UMB Bank
Moblico provides integrated mobile offerings that allow companies to acquire, retain, transact and support customer relationships. Despite its size, UMB Bank wanted to find a way to create a sales meeting experience that was inclusive and more personalized for each participant. Through Moblico's mobile solutions network, UMB engaged with meeting attendees by sending event-specific messages to their phones. Organizers were able to broadcast messages to smaller groups within the meeting, as well as receive responses from members of the sales team. The two-way communication via mobile provided individuals with the opportunity to directly interact with organizers and senior executives, rather than just be a passive event attendee.

Another advantage of the mobile communications was the ability to keep the event on track. It is often a challenge to maintain the proposed schedule for any one-day event, but with the mobile alerts, organizers were able to communicate and changes or requests instantly to the entire group.

Straight From the Client
“We always try to find ways to maintain our culture of individualized service,” said Vanessa Vaughn, Community Relations Manager of UMB Bank. “Our interaction with our staff is no exception. These annual sales meetings are very important for our company, so we were thrilled to be able to utilize mobile communications to help us directly engage with our team members. We had conducted a survey at the end of the conference that showed more than half were pleased to have this service in place, so we are looking forward to working with Moblico for our future meetings and events.”

UMB Bank Fast Facts

Over 400 people participated in the event
Eight company-wide messages were broadcast throughout the event, instantly communicating very important program changes and news
A total of 3079 messages were verified as received, confirming that attendees were paying attention to the mobile alerts