A global financial planning and investment organization in need of rethinking their brand, their customer acquisition strategy and model for engaging with potential clients on a more consistent basis.

Challenge

How to stand apart in a crowded philanthropic space while not sounding unconventional in the fulfillment of bequests and trusts.

Solution

Using our unique data-driven process we, created a forward-thinking product experience package that included video and digital design assets as well as digital research and market best practice guides. The keystone of this project was the heavily researched, data-driven Customer Journey Maps that were created and were highly acclaimed and validated by external experts in the financial planning and investment industry.