The Concept Farm’s Fresh Ideas 365

This is a terrific endorsement of the work being done by The Concept Farm for The Bank of New York Mellon. The following story has been forwarded all over BNYM and was sent to Ray by Peter Hayes, Chief Marketing Officer. Creatives probably don’t often see this kind of feedback from your clients, the kind that says the work you do effectively helps them do the work that they do, and Ray wanted to be sure you all received some much deserved praise. Story quoted below:

Account funded with $2M from Peach Magazine ad lead.

Summary / recap Davey Davidson had $5M net proceeds from InBev’s buyout of AB.  Davey is retired from Anheuser- Busch, and he never sold his stock.  He had researched firms and came across BNY Mellon.  Interestingly, his check for the proceeds came from BNYM - which was one of the reasons he looked into our firm.  He was getting his car serviced, and came across BNY Mellon ad in Peach Magazine in dealership waiting room.  He had intended to call earlier, and the ad prompted him to call that day from the dealership.  Called number on ad and asked for someone who could meet with him immediately about opening an account, I was the only sales officer available that afternoon.  Paperwork signed and check for $2M delivered at 2nd meeting.  Unfortunately he had already committed the other $3M with previous firms prior to BNY Mellon meetings.  He said the Madoff incident is why he decided to have his assets at multiple firms.

Posted by Mother Hen