Fidelity Investments: The Green Line

Fidelity Investments' Green Line Campaign leveraged the financial crisis-driven trend towards previously self-directed investors preferring to discuss and validate their investment ideas with a trusted professional before making investment decisions.

Fidelity Investments: The Green Line

BUSINESS SITUATION

Market Conditions

Few predicted the magnitude of the 2007-2009 financial collapse and the impact it would have on investors. Many investors who had relationships with Fidelity Investments, as well as those who had relationships with other financial firms, became increasingly conservative in their approach to investing and many transferred their assets out of equities to avoid market volatility.

The Evolving Investor Mindset

Fidelity was founded on the idea of meeting the needs of the self-directed investor – the person with a working knowledge of investing and personal finance and who wanted to make...

Not a subscriber?

Schedule your live demo with our team today

WARC helps you to plan, create and deliver more effective marketing

  • Prove your case and back-up your idea

  • Get expert guidance on strategic challenges

  • Tackle current and emerging marketing themes

We’re long-term subscribers to WARC and it’s a tool we use extensively. We use it to source case studies and best practice for the purposes of internal training, as well as for putting persuasive cases to clients. In compiling a recent case for long-term, sustained investment in brand, we were able to support key marketing principles with numerous case studies sourced from WARC. It helped bring what could have been a relatively dry deck to life with recognisable brand successes from across a broad number of categories. It’s incredibly efficient to have such a wealth of insight in one place.

Insights Team
Bray Leino

You’re in good company

We work with 80% of Forbes' most valuable brands* and 80% of the world's top top-of-the-class agencies.

* Top 10 brands