National wealth advisor acquisition and retention campaign

Corporate Rebranding - Merger Communications

National wealth advisor acquisition and retention campaign

Goal:

Rebrand and then co brand the company in a merger and acquisition. Implement a cross channel, integrated and personalized campaign experience for each concerned recipient to inform and assure high net worth investors of the continued care and focus on them personally.

Tactic:

Variably personalized information box, refreshed company positioning brochure, tabbed binder with details of custodial changes, dynamic and personalized introductory email message with link to a personalized URL leading recipients to a seamless password reset procedure on the website and instructional video.

Target:

  • Existing clients
  • Future/transitioning clients

Results:

The cross-channel, integrated campaign created a successful transition, established even greater levels of trust, and strengthened brand identity. In fact, the communications kit was so effective FabCom was the recipient of an “Addy” from the American Advertising Awards.

Close up of front of rebranding package Information inside rebranding box Close up of content inside rebranding information box Brand identity close up visual
marketing affiliates
Grayscale Logo of Database Marketing Methodology company in Phoenix, Arizona fabcom blog Neuromarketology logo featuring all-caps 'market' in gray block letter font. Spiraling silver moons form a sphere in Oahu Interactive's integrated marketing agency logo. A gray font comprises this S-shaped logo for Scottsdale Interactive with the tagline 'Integration. Reach. Impact.'
Logo of Phoenix, Arizona-based Advertising Methodology Company featuring grayscale sans-serif font. IBM Cognos logo displays FabCom's partnership with IBM Cognos Business Intelligence Software