corporate ecard platform clients

Client Case Study: Transamerica

Transamerica is an American financial services company that offers a variety of products and services, including life insurance, retirement solutions, and investment options. The company was originally founded in 1928 and has its headquarters in Baltimore, Maryland. As part of the Aegon N.V. group, Transamerica operates with a global perspective while focusing primarily on the U.S. market.

Recognizing the importance of nurturing and enhancing relationships with its key stakeholders, which primarily include employees, clients, and customers, Transamerica decided to adopt a more personalized and meaningful approach. They provided their employees with modules designed to enrich customer interactions through an online greeting card system. This platform empowered team members to send personalized eCards on various occasions, such as holidays, or simply to say ‘thank you’.

Portal Facts

Type: Enterprise (English)
Various Occasions

Number of Users: 400+
Number of Admins:

eCards Delivered: 7,500+
View Rate: 77%

Design Examples

corporate ecard platform clients
corporate ecard platform clients
corporate ecard platform clients


1. Designing Engaging eCards: With Zone1 tasked with designing the eCards, one of the main challenges lies in crafting diverse, visually appealing, and engaging eCards that resonate with various audiences, including employees, clients, and customers. These designs need to align with Transamerica’s brand and communicate the desired messages effectively.

2. Scalability: Given Transamerica’s large network of employees and clients, the eCard system must efficiently handle potentially thousands of unique users, each sending multiple eCards, without any performance issues.

3. Personalization: The platform should offer a level of personalization that includes not only the recipient’s name but also custom messages and designs, thereby making each eCard unique and meaningful.

4. Ease of Use: Ensuring the eCard system is user-friendly is critical to promote widespread adoption across the organization. Employees should be able to navigate the system and create/send eCards with minimal training.

5. Data Security and Privacy: As the platform handles personal data, robust data security and privacy measures are required to comply with data protection regulations and maintain user trust. The challenge here is to implement robust protocols to protect the data while ensuring seamless user experience.

6. User Control Over Data: Users should have control over their data, including the ability to view, edit, and delete their data from the platform. This not only promotes trust but is also often a requirement under data privacy laws.

7. Continuous Monitoring and Updates: Given the evolving nature of data privacy laws and cyber threats, the platform needs continuous monitoring and regular updates to ensure ongoing compliance and protection against emerging security risks.

8. Training and Awareness: Employees using the eCard system should be trained on data privacy best practices to avoid inadvertent data breaches. Awareness about the importance of data privacy and the implications of non-compliance should be spread across the organization.


1. Designing eCards: Zone1’s team of expert designers took up the task of creating a diverse set of eCards that would appeal to Transamerica’s wide range of audiences. With a deep understanding of Transamerica’s brand identity and the various sentiments the cards needed to convey, Zone1 was able to produce engaging and effective designs.

2. Scalability Solution: Zone1 implemented robust system architecture for the eCard platform to handle high volumes of users and eCards. By leveraging cloud technologies and optimizing system performance, Zone1 ensured that the platform could effectively scale to accommodate Transamerica’s large user base.

3. Personalization Tools: Zone1’s eCard platform provided users with an intuitive interface to personalize their eCards. This included tools to edit the text of the eCards, choose from a variety of designs, and even upload their own images.

4. User-Friendly Interface: Zone1 developed an easy-to-use platform with a user-friendly interface. Simple navigation and clear instructions allowed employees to quickly learn how to create and send eCards, leading to widespread adoption.

5. Data Security and Privacy: Zone1 ensured the platform adhered to best practices for data security and privacy. Strong encryption was implemented to protect user data, and privacy policies were put in place to ensure compliance with data protection regulations.


1. Needs Assessment and Planning: Zone1 started the project by understanding Transamerica’s specific needs and objectives for the eCard platform. This phase included defining the project’s scope, setting goals, and drafting a project timeline.

2. Designing the eCards: Next, Zone1’s design team crafted various eCard designs that align with Transamerica’s brand identity and cater to different occasions and sentiments. These designs went through several rounds of feedback and revisions until they met Transamerica’s approval.

3. Developing the Platform: Once the designs were finalized, Zone1’s development team began building the eCard platform. They ensured the system was scalable, user-friendly, and had the necessary tools for personalization. The platform was built on a secure architecture to ensure data privacy and protection.

4. Data Privacy Implementation: In parallel to platform development, Zone1 implemented robust data privacy measures. They ensured compliance with relevant data privacy laws and implemented strong encryption and secure data storage. The team also created transparent privacy policies and gave users control over their data.

5. Testing: After the platform was developed, it went through rigorous testing to ensure it functioned as intended and met all data security and privacy standards. Any bugs or issues discovered were addressed and fixed during this phase.

6. Launch and Training: After successful testing and integration, the platform was launched. Transamerica’s employees were trained on how to use the platform, with special emphasis on data privacy best practices.

7. Ongoing Support and Maintenance: After the launch, Zone1 continued to provide support and maintenance. They monitored the platform to identify and resolve any issues, and regularly updated the system for continuous data privacy compliance and security.


1. Increased Engagement: The personalized and visually appealing eCards resulted in higher engagement rates among employees and clients. The eCards helped to strengthen relationships and open lines of communication, leading to positive feedback from all stakeholders.

2. Scalable Solution: Zone1 successfully built a robust, scalable platform that could handle Transamerica’s large user base without performance issues. This ensured a smooth user experience even at peak usage times.

3. High User Adoption: Thanks to the platform’s user-friendly interface and the training provided, there was high adoption among Transamerica’s employees. They found the platform easy to use and appreciated the ability to personalize their eCards.

4. Data Privacy Compliance: Zone1’s rigorous data privacy measures ensured that the platform was in compliance with all relevant laws and regulations. This protected Transamerica from potential legal issues and helped to maintain trust with users.

5. Ongoing Support: Zone1’s ongoing support and maintenance ensured the platform remained up-to-date and continued to meet user needs and data privacy standards. This ongoing relationship is a testament to the project’s success and the value the platform has brought to Transamerica.

“On behalf of all the employees at TRS, I would like to extend my thanks to you, and your entire team for doing an excellent job. The e-Cards you created for us are top-notch. Additionally, you were so helpful in setting up our e-Card platform. It has been a joy to share the quick and easy process with my co-workers. I anticipate that they will begin sending e-mails in the near future. I know they will be as thrilled with the process as I was!”


corporate ecard platform clients