To help a newly launched wealth advisory firm disrupt the wealth management industry with a streamlined on-boarding process that gives clients unique access to an ecosystem of investments, ideas, and people.
Identifying client on-boarding (typically a lumpy process) as an occasion to promote the brand made this uncertain step a welcome transition for Cresset’s valuable customers. We created digital manuals, an email campaign, electronic forms and welcome gifts. This kind of white glove treatment helped grow the business to an astounding $3 billion assets under management in just over a year! How ‘bout THAT!
With some fancy footwork…
Manual Design and Development