How an Integrated Marketing Agency Won a $5M Banking Engagement
| Client Type | Integrated Marketing and PR Agency |
| Win | $5M Total Budget |
| Verticals Served | Banking, Personal and Commercial, Wealth Management, Investing |
The Challenge: An Integrated Marketing Agency With No Consistent Path to Growth
This integrated marketing agency had built a reputation with award-winning work, a growing client roster, and a genuine point of view.
They’d earned relationships with well-known brands and could point to results that held up under scrutiny.
But growing beyond the existing network required a different kind of effort.
The agency’s principals were focused on the work, and while referrals kept business coming in, they didn’t provide the consistent pipeline the agency needed to hit its growth targets.
Getting in front of senior decision-makers at major brands, particularly in financial services, meant sustained outreach that wasn’t happening.
They needed a program that could open those doors systematically and give the agency a real shot at the kind of accounts it was capable of winning.
Why Outsourced New Business Made Sense
For agencies doing strong creative work, the challenge often isn’t winning the pitch, it’s getting to the right person who can put you in the room.
That requires a level of outreach consistency that most agencies can’t maintain internally while also running client projects at a high level.
RSW/US assigned a dedicated New Business Director to work on the agency’s behalf, reaching decision-makers across phone, email, LinkedIn, and direct mail.
The NBD works as an extension of the agency, building relationships over time and helping move the right opportunities forward.
How RSW/US Built the Program
The program started with a thorough kick-off to understand the agency’s positioning, their strongest capabilities, and the types of clients where their integrated approach delivered the most value.
The agency’s ability to combine advertising, PR, strategy, and media under one roof gave the New Business Director a clear story to tell to prospects who were tired of managing multiple agency partners.
RSW/US built a targeted prospect list weighted toward financial services and banking brands where the agency’s work in regulated, relationship-driven categories was relevant.
Outreach was tailored to speak to the specific challenges those marketing teams faced.
The opportunity with the banking client developed over time.
The RSW/US New Business Director got to the right contact, built credibility with the right people, and kept the agency visible until the timing was right for a real conversation.
The Result: A $5M Engagement
The agency won a major engagement with First Citizens bank, agreeing on a total project budget of $5 million. The client agreed to move forward immediately.
It was the kind of win that doesn’t happen without the right person getting to the right contact at the right time.
The RSW/US New Business Director made that connection, and the agency did the rest. At the time, it was one of the biggest wins RSW/US had delivered for a client.
Is Your Agency Ready to Win the Accounts It Deserves?
If your agency has strong work and the capabilities to back it up, RSW/US can help you get in front of the right decision-makers. We build the program, generate the right meetings, and help move opportunities forward.
Want to see exactly what’s included in a full program? Explore Our Offerings
Want to understand how we work day-to-day? See Our Process
Have questions before you reach out? Read Our FAQ
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