HSBC is the world’s second largest banking and financial services group, with around 89 million customers in 85 countries serviced by some 7,200 offices. With so many products spread across such a wide area, keeping track of marketing activity isn’t easy. HSBC knew there were inefficiencies in its communications and asked SIMS for help.

The Challenge

To better manage HSBC’s global marketing campaigns, driving out inefficiencies to save money, improve marketing performance and realise consistency across HSBC brands including First Direct and M&S Money.

The Solution

SIMS began by understanding the full extent of the challenge, examining existing processes to define the current state of HSBC’s marketing activities. This enabled SIMS to:

  • Review and refine processes across the full marketing spectrum
  • Implement DNA Workflow & Tracking modules, giving HSBC the power to enter briefs, request quotations and place orders for direct mail campaigns, all online


  • Reduced costs
  • Reduced campaign times
  • Improved reordering management and reuse of assets
  • Increased performance monitoring accuracy
  • Improved targeting of marketing activities
  • Greater consistency in media usage across HSBC brands
  • Easy, managed transition from HSBC’s previous partner


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