Case Study  /  American Express

IDEASEED DELIVERED A FULLY EDITABLE SALES BULLETIN FOR ONE OF THE WORLD’S LARGEST FINANCIAL SERVICES COMPANIES

The Client

Fortune500 company, American Express (AMEX), is a global financial services company with total revenue of
around US$33.4 billion.

Their Global Merchant Services (GMS) division offer credit card products to businesses to help make transactions
easier and safer.

Their Story

The AMEX GMS Acquisition Division send a regular email sales bulletin to their teams and other AMEX business units sharing snapshot results and key wins.

They wanted a way to create and present these reports to internal teams that was branded, concise and entertaining. The bulletin should arrive in inboxes and people should feel
excited to open it.

The Ideaseed Difference

The GMS team wanted a cohesive, modern-looking design that they could edit themselves.

We get it - when you hire a designer, you want to work with them, but still maintain your independence.

That’s why our template design option is so fantastic. We can custom design and build templates that are fully editable and then … hand them over!

They’re yours to edit and update whenever you need to.

Our Service

We brainstormed a new name for the sales bulletin, ‘GMS Acquisitions Insights’, and then customised a branded email banner and editable MS Word template that could
be populated in-house.

So, every month, the latest stats for each project, sector, program and signing could be uploaded into the Word documents, saved into Outlook and sent in an instant.
So easy!

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We Created

EDITABLE WORD TEMPLATE

A fully editable sales bulletin Word template based around an infographic that can be easily transferred into Outlook and emailed without using embedded documents.

EMAIL BANNER DESIGN

This banner is the visual marker for all internal communications, and communicated the GMS themes
of ‘growth, locations and business signings’.

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The Result

By understanding AMEX’s desire to remain independent, Ideaseed created a bespoke Word template, generated through Outlook.

The bulletin communicates important new client signings, early engagement statistics and strategic alliances.

The simplicity of the template means users work autonomously, yet still design sleek, branded documents. The infographics provided a simple, entertaining way to deliver critical business information. Teams are kept up to date and engaged.

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What They Said

“Our teams love the concept of the current GMS Insights Bulletin Dashboard Infographic and we will be looking to build different versions. Really appreciate all your assistance with this!”