Naperville Branding Agency | Copywriting | Messaging | Logo Design

Cresset

We created non-traditional sales tools that led to stratospheric success (and then some!)

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The goal.

 

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.


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The results?

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!

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The punch.

NON-TRADITIONAL ACCESS

With some fancy footwork…

  • Storytelling

  • Pattern Design

  • Sales Tools

  • Copywriting

  • Email Marketing

  • Manual Design and Development