About the project
This case study video was created for BMO to showcase the strategy and success behind the Perfect Match Campaign—a CRM-driven initiative designed to recapture over $1 billion in annual credit card spend lost to competitors.
The video outlines how we reimagined credit card engagement by asking customers a simple, relatable question: “Is your credit card a perfect match for you?” Through personalized email outreach and a frictionless digital experience, customers were empowered to tell us exactly what they wanted in a credit card. Using CRM data, BMO then matched them with the card that best fit their needs—turning a complex banking product into a personalized, customer-first solution.
Crafted with After Effects, Photoshop, and a strong narrative flow, the video explained the campaign in a clear and compelling way for internal and stakeholder presentations.
Project results
The Perfect Match Campaign exceeded expectations:
- 21% click-through rate from the initial email campaign
- 15% of engaged users transferred to a new BMO credit card
- 50% increase in overall credit card balances
The campaign not only increased conversions but also demonstrated the power of using customer insights to deliver true personalization at scale. The video helped internal teams and leadership visualize the impact of effective CRM strategy paired with strong creative execution.
