If you’re a client with over $50 million in assets invested at UBS, it takes more than a linen invitation to get you to an event. We sent this digital e-vite to 30 clients and 26 attended. Advisors got the chance to deepen their relationships. And drink champagne. Winner: Gold FCS Award
UBS had a signature approach to wealth management, but didn’t know how to articulate it. And that's when marketing introduced a little Advice. Beyond investing. Winner: Gold FCS Award
Bill Clinton partnered with UBS to help small business owners. I could say more, but Bill does a much better job promoting it. Winner: Bronze FCS Award
You know that expression, you can lead a Financial Advisor to marketing materials, but you can’t make them read? Well, that changed considerably when you get the Advisors to do the work for you.
The marketing portal that Advisors used to share materials with clients was clunky, repetitive and, well clunky. We gave it a nip & tuck.
Simple idea. Sometimes a client just needs to see a checklist to understand their financial planning options.
Lincoln Financial needed to breathe new life into their life insurance offering. I created an award-winning e-brochure, plus revamped their entire site.
