Turning Birthdays into Meaningful Moments for Jackson

Jackson
Jackson has partnered with BIG for more than 20 years to create innovative merchandise and client engagement programs. Supporting primarily the wholesaler team, BIG helps Jackson strengthen client relationships, educate financial professionals on key products and services, and differentiate its brand in a highly competitive marketplace.

The Challenge

Jackson wanted an automated and cost-effective way for wholesalers to recognize client birthdays throughout the year. The goal was to create a thoughtful, personalized experience that strengthened relationships while eliminating the administrative burden of managing hundreds of individual birthday touchpoints.
  • Meaningful Personalization: Ensuring every gift felt thoughtful and authentic despite being part of an automated program.
  • Operational Efficiency: Creating a scalable process capable of managing thousands of annual shipments without requiring ongoing manual coordination.

The Solution

BIG partnered with Jackson to develop a highly automated client recognition program that combines personalization with operational efficiency. Each package included a personalized birthday card featuring both the recipient’s and sender’s names, along with two YOLO Decadent Gourmet Cookies, all presented in a custom gift box.

Jackson provides an annual recipient list, and BIG manages the rest. Through automated data management, kitting, fulfillment, and biweekly shipping cycles, the program ensures every client receives a thoughtful birthday gift at the right time without creating additional work for Jackson’s team.

Jackson cookies

Project Timeline

6 weeks for full program launch

Impact
0 +

packages delivered annually

0 +

personalized kits shipped per month

0 %

managed fulfillment program

Personalized

client outreach delivered at scale

The Result

BIG transformed a manual customer touchpoint into a fully managed relationship-building program. By automating the entire process, Jackson’s wholesalers can consistently recognize clients on their birthdays without tracking dates, coordinating gifts, or managing fulfillment. The program creates meaningful moments throughout the year, strengthens client relationships, and ensures no birthday goes overlooked.

Quotation mark

“The feedback has been overwhelmingly positive. Everyone loves the presentation, and the cookies were described as delicious! It’s a simple yet highly effective way to make people feel valued.”

– The Jackson Team

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