Case Study: Baird's Success with Triptych

Client Overview: Baird

Baird, a prominent player in the finance sector, has been a valued customer of The Marek Group for 21 years. Their commitment to excellence and innovation in financial services aligns perfectly with Triptych’s mission to deliver unparalleled marketing enablement solutions.

The Challenge:

Operating in a highly regulated industry, Baird faces stringent compliance requirements. The need for rapid, personalized communication with their customers adds to the complexity. Managing hundreds of content items while ensuring compliance and personalization was a daunting task, often requiring significant time and resources.

The Solution: Triptych Platform

Two years ago, Baird integrated Triptych’s platform into their operations. Since, the platform's robust content engine and compliance features have revolutionized how Baird manages and delivers personalized content to their clients.

Key Achievements with Triptych:

1. Enhanced Efficiency:

   • Personalized Content Delivery: Triptych has transformed the content delivery process from days to mere minutes. This swift turnaround time has significantly improved Baird's customer engagement and satisfaction.
   • Marketing Support Hours Saved: Baird has saved over 4,600 marketing support hours annually. This efficiency gain is equivalent to saving 2.5 full-time marketing employees' worth of work each year.

2. Compliance Management:

   • Strict Adherence: With hundreds of financial compliance updates managed each year, Triptych ensures Baird meets all regulatory requirements seamlessly, mitigating risks associated with non-compliance.

3. Scalability and Growth:

   • User Growth: The number of Triptych users at Baird has grown by 26% over the last two years, reaching 2,380 users and continuing to expand.
   • Content Generation: The platform supports the creation of over 6,200 personalized content pieces annually, enhancing Baird’s ability to communicate effectively with its clientele.

4. Quarterly Business Reviews:

   • Customer Product Input: Through regular business reviews, Baird actively participates in providing feedback on the platform’s product offerings. This collaborative approach ensures that the solutions remain aligned with their evolving needs.

Baird’s experience with Triptych exemplifies the platform's capacity to drive significant improvements in efficiency, compliance, and personalized content delivery. The partnership not only highlights Triptych's robust capabilities but also underscores its commitment to supporting clients in highly regulated industries. As Baird continues to grow, Triptych stands as a pivotal partner in their journey towards excellence in financial services marketing.

Interested in how Triptych can revolutionize your marketing operations? Contact us to learn more about our platform and its capabilities.