What did the client need?

  • A cohesive product campaign theme that would resonate with intermediaries
  • Impactful and creative content ideas to highlight four key funds in a competitive market
  • Support in delivering various campaign elements efficiently


What we did

1 Conducted focus groups

Conducted a series of detailed focus group discussions with internal stakeholders to understand differentiators and challenges

2 Created a content calendar

Created a content calendar using the prominent themes and products from these discussions that supported a wider commercial focus

3 Delivered

Produced both product-specific and product-neutral thought leadership content in multiple formats for publication across traditional and digital platforms


The outcome

  • A fully aligned multi-channel campaign across paid and organic channels
  • Monthly email campaigns with accompanying assets, as well as social media content
  • A marked increase in email open and clickthrough rates, exceeding key industry benchmarks
  • Contributed to a tripling in sales call activity to target advisor group


Monthly email campaigns

17000 +

Campaign page visits



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