Background
"On the day a promotion launched, our entire national sales force had the same information."
Major Credit Card Company
3,500 sales staff needed rapid access to fast-changing card promotions and campaigns released monthly.
Email and notice board systems had uncertain field reach, causing missed promotion windows and lower consultation quality.
Solution
Built an always-on mobile channel with video and E-Book content for instant nationwide promotion delivery via single push notification.
E-Book product manuals enabled field staff to reference product details during customer consultations.
Results
Promotion delivery time to field dramatically shortened; sales staff adopted the habit of checking latest promos before each customer meeting.
Multimedia content (video + E-Book) achieved significantly higher engagement than text-based notices.
Insight
In finance and insurance, real-time distribution of promotional information directly affects sales. Whitepaper data indicates that the gap between product-change speed and training-delivery speed is one of the industry's core challenges, and mobile platforms are the most effective tool for shortening the traditional multi-step delivery chain (HQ → regional org → branch → sales) and reducing information reach from days to minutes.















