Ameriprise Financial - dreams don’t retire

A campaign (2007) for Ameriprise financial services. Objectives: build awareness and appeal, grow assets under management, retain advisors.

Ameriprise Financial

BUSINESS SITUATION AND CAMPAIGN OBJECTIVES

Move a Newcomer in a Crowded Category Up-Market

The financial services industry is currently in the midst of a battle for the hearts, minds, and 401 (k)s of the 78 million Baby Boomers now reaching retirement age. In the near future, Boomers will be in control of $2 trillion in IRA assets alone, and companies like Fidelity, Merrill Lynch, and Wachovia are salivating in anticipation. Not surprisingly, competitors are spending over $700 million a year trying to capture the skeptical Baby Boomer market.

Only a year after its spin-off from American Express, Ameriprise...

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