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
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