Edelman Financial Engines is the nation’s top independent wealth planning advisory firm, with a belief that everyone deserves to move their financial life forward. Our strategy was to express that idea through a deeply human approach to the work.
Barron’s recognized EFE as the #1 independent financial advisory firm in the industry for seven years in a row. We believed that the best way to tell people about it was to give voice to our clients.
Interviews with our planners revealed their humanity, expertise and deep compassion for their clients.
Marketing wanted to reposition a flatlining segment. Creative partnered with marketing and product, reframed the message, and delivered a campaign that re-energized the audience – leading to a 44% performance gain within a single quarter.
Launch of an updated web design and user experience resulted in a 35% increase in lead conversion.
