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H&R Block Taps GALE to Drive Marketing Around its Block Horizons 2025 Transformation Strategy

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H&R Block (NYSE: HRB) has appointed GALE as its Agency of Record for digital, media, CRM, and data analytics. This partnership supports Block Horizons 2025, a strategic plan emphasizing small business, financial products, and enhancing customer experience. GALE aims to leverage its data-driven strategies to help H&R Block deliver comprehensive year-round services, moving beyond just tax preparation. The collaboration is poised to enhance customer loyalty and retention while navigating the current economic volatility.

Positive
  • Appointment of GALE as Agency of Record for digital and CRM, enhancing marketing strategy.
  • Block Horizons 2025 initiative aims at long-term growth and transformation.
  • Focus on small business solutions and financial products to diversify offerings.
  • GALE's expertise in data analytics expected to improve customer experience and loyalty.
Negative
  • None.

Creative Media Consultancy Selected as Agency of Record for Digital, Media, CRM

KANSAS CITY, Mo. & NEW YORK--(BUSINESS WIRE)-- H&R Block, Inc. (NYSE: HRB) has selected GALE as its AOR for its Digital, CRM, media planning and buying, strategy and insights, and data analytics efforts in support of Block Horizons 2025, its five-year growth and transformation strategy focused on three imperatives: small business, financial products, and Block experience, H&R Block’s new approach to consumer tax.

“For as critical a role H&R Block plays for tens of millions of consumers each year, it recognized it could provide much more value to people far beyond one-time tax preparations,” said Brad Simms, chief executive officer, GALE. “We know that our strengths in customer experience, CRM, technology, data and media will help H&R Block reposition itself as a company that offers a wide selection of products and services that consumers can rely on all year long.”

“There hasn’t been a more important time than right now for brands to enrich the experiences of their audiences and show that they’re on their side,” said Karen Orosco, president, global consumer tax & service delivery, H&R Block. “GALE’s data-driven approach will help us achieve the business transformation we know consumers not only want, but need from us in this volatile economic climate. We’re excited to answer the call.”

GALE’s business strategy is rooted in its robust data capabilities that empower brands with 360-degree, granular views of their customers – not only who they are, but their behaviors, desires, and needs. H&R Block will leverage these insights to build a valuable loyalty journey, acquisition and retention, churn management, and end-to-end customer experience.

About H&R Block

H&R Block, Inc. (NYSE: HRB) provides help and inspires confidence in its clients and communities everywhere through global tax preparation, financial products, and small business solutions. The company blends digital innovation with the human expertise and care of its associates and franchisees as it helps people get the best outcome at tax time, and better manage and access their money year-round. Through Block Advisors and Wave, the company helps small business owners thrive with innovative products like Wave Money, a small business banking and bookkeeping solution, and the only business bank account to manage bookkeeping automatically. For more information, visit H&R Block News or follow @HRBlockNews on Twitter.

About GALE

GALE is a Creative Media Consultancy, with data at the core. With expertise in business strategy, CRM, loyalty, brand storytelling, performance marketing, and experience design, and media GALE creates marketing systems and communications that grow businesses. GALE delivers strong business outcomes for its partners in automotive, QSR, retail, gaming, entertainment, telecom and more. Founded in 2014, the agency currently has offices in New York, Singapore, Toronto, Detroit, Los Angeles, London, Austin, and Bengaluru. For information on GALE, its customer data platform Alchemy™ and its consumer research capability ASK GALE, visit: https://gale.agency/. In 2021, GALE was named Data & Analytics Agency of the year on the Ad Age A-List.

Media:

Sarah Arvizo

sarah@cashmanco.com

CashmanCo

Source: GALE

FAQ

What is the significance of H&R Block's partnership with GALE?

The partnership with GALE is significant as it aims to enhance H&R Block's marketing strategy through data-driven insights, supporting its Block Horizons 2025 transformation plan.

How will GALE's appointment impact H&R Block's services?

GALE's appointment is expected to improve H&R Block's customer experience, loyalty, and retention by offering a wider array of products and services beyond tax preparation.

What are the key focuses of H&R Block's Block Horizons 2025 strategy?

Block Horizons 2025 focuses on small business solutions, financial products, and enhancing the overall Block experience for consumers.

When was GALE appointed by H&R Block?

GALE was appointed as H&R Block's Agency of Record in the press release dated October 7, 2021.

What expertise does GALE bring to H&R Block?

GALE brings expertise in business strategy, CRM, media planning, and data analytics to improve H&R Block's marketing and customer engagement efforts.

H&R Block, Inc.

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