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Premium Promotional Products

A division of Capital Fulfillment Group, CFG Rewards raises promotional premium management to a whole new level with its unique corporate rewards program. Created specifically to meet the regulatory requirements of the financial services industry, CFG Rewards offers its clients a program that combines innovative, custom performance recognition programs, featuring top-brand merchandise, with a real time, online system and comprehensive fulfillment infrastructure. With the creation of a state-of-the-art embroider on-demand program, CFG was the first to introduce a high end, ‘just-in-time’ premium program that allows users to measure, monitor, and manage every facet of the program.

Personalization
CFG's Just in Time program is a unique way of providing personalized quality merchandise through a user friendly online interface designed to match your existing website. The program supports a number of sales, loyalty and recognition programs, some of which include:

  • Product Enhancements
  • Product Introductions
  • Service/Performance Awards
  • Tickets – Big/First/Cumulative
  • Broker referrals
  • Pre/Post Meetings
  • Pre/Post Seminars
  • Due Diligence Meetings
  • New Wholesaler in Territory
  • FA changes to Team
  • Year End Gifts
 
  • Broker Dealer changes
  • “Sales Assistant Appreciation”
  • FA events/happenings –
    marriage/children
  • FA Promotions –
    Senior VP/Managing Director
  • Wholesaler events/achievements
  • Retirement Plan/IRA rule changes/provisions
  • College Savings Plans/529
  • Wholesaler “tickler” programs

Gift Cards
A recent survey showed that 139 million people - 64 percent - purchased or received a gift card in the past year. What better way to reward your top performers than with a personalized, co-branded gift card created especially for them.

Confidence in Compliance
CFG’s fulfillment application, CFGWeb, provides clients with the platform necessary to meet the evolving reporting and gifting requirements of the financial services industry. From tracking user access rights and monitoring budgets and balance thresholds, to providing detailed analysis and documentation for project planning and budgeting, CFG Rewards provides the peace of mind that every aspect of the program is maintained in accordance with the mandates of the Sarbanes-Oxley Act of 2002.

 

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