01
What did the client need?
- Develop product positioning and messaging for UK markets
- Articulate macro stories and product benefits for advisers (not previously available in existing institutional marketing materials)
- Draft and produce a suite of fund sales materials for adviser and discretionary channels
Matt Jenkins, Head of Advisory and Strategic Partners, T Rowe Price
"The fund messaging developed by White Marble has made a significant difference in our conversations with clients."
02
What we did
1 Conducted inverviews
Conducted investment team interviews, fund and competitor research to understand the approach and purpose of each fund
2 Developed macro stories
Developed macro stories and articulated how to make the case for each fund to advisers and their clients
3 Created a framework
Created a design framework for adviser communications
4 Delivered
Built impactful, client-centric adviser presentations, fund brochures and sales aids
"We’ve had much better success with our presentations on stage and one-to-one, and can now back them up with fund literature and content to keep the conversations going.”
Matt Jenkins, Head of Advisory and Strategic Partners, T Rowe Price
03
The outcome
- Engaging messaging and materials to introduce and promote T. Rowe Price funds to advisers
- Project ran in parallel with development of corporate messaging and production of ongoing investment commentary
- Strong fund messaging and library of fund sales materials, driving a strong improvement in adviser engagement
- Significant improvement in client engagement at industry events
18
Fund sales aids
14
Fund PPT decks
18
Fund brochures