Ogilvy One Wins H&R Block CRM Business

Ogilvy One has been named the new CRM agency for H&R Block, a leader in tax preparation and financial services. Ogilvy One will be responsible for creating valuable customer relationships by design for H&R Block, leveraging creativity, technology, and data to assist people when they need financial support the most. The Lacek Group, an Ogilvy One company based in Minneapolis, will lead these efforts, working in partnership with a team at Ogilvy New York, which has served as H&R Block’s creative, brand, and PR agency since 2022.

Jill Cress, chief marketing and experience officer at H&R Block, said, "We're committed to building on the trust our customers place in us to deliver delightful, personalized experiences that anticipate their needs and build more confidence particularly during crucial financial moments. Ogilvy One's human-centric approach to CRM will enable us to bring this vision to life. We're excited to deepen our partnership with Ogilvy to delight more customers as we create even more meaningful customer relationships."

Rajesh Midha, CEO of Ogilvy One, North America, said, "For 70 years H&R Block has been a trusted name in America, helping people confidently navigate their financial lives. We're excited to partner with them to enhance that connection by creating personalised, engaging experiences that resonate on an emotional level. By blending data insights, behavioural science, and creative storytelling, we can help H&R Block deepen its relationships with its customers."

Led by creativity, powered by data, and supercharged by AI, Ogilvy One has a distinct approach to designing relationships that create business, brand, and customer value. Ogilvy One has approximately 3,800 specialists worldwide, spanning strategy, creative and design, UX/UI, data, media and performance, platform integration, creative technology, innovation, AI and other areas. It offers a range of services including Customer Acquisition, Service Design, Continuous Commerce, and CRM & Loyalty underpinned by a unified global technology backbone powered by Verticurl. The Lacek Group is an Ogilvy One company based in Minneapolis specialising in data-driven loyalty, experience, and customer engagement, that has been delivering personalisation at scale for its world-class clients for over 30 years.