Programs, Executive & Client Gifting
Executive-quality gifting that matches the relationship's altitude.
High-touch gifting programs for executive briefings, client appreciation, deal closures, and quarterly relationship moments. Curated mixes of branded and premium third-party items, personalized packaging, handwritten notes, and global recipient address management. With per-recipient value tracking for compliance-regulated industries.
Who this is for
Account management & sales leaders
Coordinating client gifting across teams, regions, and seasonal moments.
Executive teams
Running executive briefing center gifts, board member acknowledgment, advisor recognition.
Compliance-aware industries
Financial services, legal, healthcare, needing per-recipient gift tracking against regulatory limits.
What's included
How it works
- 01
Recipient List Capture
- 02
Gift Curation
- 03
Personalization Setup
- 04
Fulfillment
- 05
Compliance Reporting
Use cases
Investment bank, client gifting program with 1,200 recipients across 4 advisor regions. Per-recipient FINRA $100 limit tracking, tiered program (top 50, next 200, remaining 950), audit-ready spend report.
Big 4 accounting firm, global partner promotion gifting for ~400 new partners per year across 80+ countries. Executive-quality curated gifts, customs handling, recipient address management per office.
Strategy consultancy, quarterly client appreciation gifting for top 250 accounts. Curated mixes of branded and premium items, handwritten notes, address management per account.
Frequently asked
Not sure which program shape fits?
Book a 20 minute discovery call and we will map your situation to the right program structure, no obligation.
Want to see what the engagement looks like? How we work →