The Financial Services Company of the Year Award

The DMA Financial Services Council’s Company of the Year Award recognizes an outstanding company in the industry.

The award is presented at The DMA Financial Services Council Annual Conference in March.

An eligible Insurance or Financial Services Selling Company:
Any insurance or financial services company, regardless of distribution channel employed, which uses the direct marketing concept as a strategic tool, focusing on business-to-business or consumer markets. Please note that nominated companies MUST BE members of the DMA.

The company must meet the following criteria:

• Has displayed consistent use, as well as achievement and a high level of competence, in integrating "state of the art" direct marketing techniques, along with a proven pattern of improved results that can be documented and demonstrated as the result of the application of the direct marketing concept.
• Has proven to produce good corporate citizens and improve business while adhering to ethical business practices.
• Active in industry organizations and a willing contributor to enhancing the overall image and growth potential of the insurance business using the direct marketing concept.

Past Winners

2007-Wells Fargo’s Consumer Credit Group
Wells Fargo’s Consumer Credit Group, a leading provider of home equity, personal credit and education finance, is a business division of Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. is a part of Wells Fargo & Company is a diversified financial services company with $482 billion in assets, providing banking, insurance, investments, mortgage and consumer finance through more than 6,000 stores and the internet (wellsfargo.com) across North America and internationally. Wells Fargo Bank, N.A. is the only bank in the U.S., and one of only two banks worldwide, to have the highest credit rating from both Moody’s Investors Service, “Aaa,” and Standard & Poor’s Ratings Services, “AAA.”

2006 - National Australian Bank
The history of National Australia Bank Limited (NAB) traces back to 1858, with the establishment of the National Bank of Australasia. Since then, it has grown to become one of Australia's largest listed financial service institutions, providing a comprehensive range of financial products and services to consumers, businesses, community organizations, and governments.

Since 2004, the company has been organized around three regional businesses: Australia (National Australia Bank), United Kingdom (Clydesdale Bank and Yorkshire Bank), and New Zealand (Bank of New Zealand).

The company also has a global line of business in Institutional Markets & Services, which provides institutions and corporate customers with debt, risk management, and investment products.

A streamlined Corporate Center supports the regional businesses through a range of functions. It works with the business to set performance targets and policies, and to identify business development opportunities and foster innovation. The Corporate Center is also responsible for shareholder and group related prudential activities and statutory obligations, such as external reporting.

Gerber Life’s business performance has been outstanding with 17 consecutive years of record sales and operating income. A 38% growth in sales and a 60% growth in profits is further evidence of their success since 2001, while the life insurance industry has been essentially flat. In 2004, Gerber Life’s direct marketing efforts generated over one million new customer applications – a milestone in the industry – and over $30 million in new sales premiums. Today, Gerber Life has more than $26 billion of life insurance protection in force.

The company’s customer-centric philosophy has driven needs-based products and services resulting in outstanding customer retention, satisfaction, and loyalty. Gerber Life’s business integrity and customer commitment support their iconic brand position and serve as a model for direct marketers everywhere.

2004 - AIG Direct Marketing
2003 - Hartford Financial Services Group
2002 - RBC Financial Group
2001 - Capital One
2000 - Progressive Insurance
1999 - Charles Schwab
1998 - American Bankers Insurance Group
1997 - National General Insurance Company
1996 - SafeCo, Inc.
1995 - AT&T Universal Card
1994 - JCPenney Life Insurance Company
1993 - Blue Cross & Blue Shield of Illinois and DiMark, Inc.

For more information, please contact Diane Kaminskas at (212) 768-7277 ext. 1431 or dkaminskas@the-dma.org.

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