SUCCESS STORIES

Here Are Just Some of the Ways We’ve Helped Leading Financial Companies Reach New Audiences and Accelerate Growth Across Various Wealth and Investment Management Channels

DIGITAL-FIRST MARKET EXPANSION STRATEGY

We developed a digital-first go-to-market marketing strategy for one of the world’s largest mutual fund companies to enter the lucrative U.S. wealth management space targeting registered investment advisors and private banks. These channels have since become the organization’s fastest-growing sources of new assets.

COMPLETE OUTSOURCED CMO SOLUTION

We served as an outsourced chief marketing officer (CMO) for a mid-sized asset management firm looking to grow assets for its institutional and mutual fund businesses, with a specific focus on registered investment advisors. We not only helped to increase new inflows, but also positioned the firm's signature fund to be acquired and distributed by a major insurance company.

ADVISOR MARKETING PLATFORM DEVELOPMENT

We created a comprehensive turnkey marketing platform for one of the nation’s largest wealth management firms, centralizing content development, lead generation, events, digital engagement, and other essential functions performed by advisors. This, in turn, shortened the sales cycle, increased operational efficiencies, eliminated compliance risk and significantly improved client retention rates.

REPUTATIONAL TRANSFORMATION

We collaborated with a mid-sized bank to transform its reputation to become known for providing excellent customer service and innovative banking solutions through enhanced branding, product refinements and strategic operational changes. At the same time, we enriched its wealth management offering to attract a higher-end customer base.

ROBO-ADVISOR DEVELOPMENT AND LAUNCH

We were instrumental in designing, launching and marketing one of the first robo-advisory platforms for a major financial institution that delivered wealth management advice to retail investors, while enabling them to build sophisticated stock and mutual fund portfolios online.

FIRM REBRANDING
AND RELAUNCH

We rebranded a mid-sized asset management firm that was previously seen as a one strategy shop with disappointing results into a “best-in-class” diversified manager with top-notch investment services and mutual funds across multiple asset classes. Concurrently, we spun off, named and branded an affiliated firm that has since gone on to enjoy tremendous success.

To learn more about the types of clients we work with, please click here.