Financial services

Schwab creates its own podcast marketing funnel

Article • Reed Karaim, Event Reports, Brand Marketing Summit, May 2019

Charles Schwab, the financial services provider, has used two podcasts to help drive its business.

The world's best financial services campaigns and companies 2019

Rankings • Rankings Articles, May 2019

Looks into which financial services campaigns, along with the agencies that have worked on financial services campaigns, have performed best over the past year.

Paytm Gold: India’s Digital Locker

Case Study • Kush Anand, Jitender Dabas, WARC Awards, Silver, Effective Innovation, 2019

Paytm, a digital wallet, used a gold investment programme to build the reputation of digital payments in India.

Royal Mint Bullion: Going Live With Gold

Rankings • WARC Media 100, 2019

Royal Mint Bullion, a business selling precious metals, used data to improve its programmatic advertising bidding criteria to increase sales and decrease costs in the UK.

State Street Global Advisors: The Impact of Fearless Girl

Rankings • WARC Effective 100, 2019

State Street Global Advisors, an investment firm, sparked a conversation on women's equality issues in the US with the statue of a girl confronting Wall Street's Charging Bull – an embodiment of the American economy.

State Street Global Advisors: Fearless Girl

Rankings • WARC Creative 100, 2019

Contains the creative for the 'Fearless Girl' campaign for State Street Global Advisors by the agency McCann in the USA.

Brideghouse Asset Managers: Mental Health & The Finance Advice Relationship

Case Study • SABRE Awards, Financial Sector, In2, 2019

Bridgehouse Asset Managers, the investment firm, built awareness of mental health considerations in providing financial advice and on financial well-being in Canada.

How B2B and professional services brands can weather disruption

Article • Peter Matthews, WARC Best Practice, February 2019

Explores how B2B marketers can harness the opportunity to strengthen their relationships with their clients by clarifying and revitalising what they stand for.

Schroders: investIQ – What is Your Investment Personality?

Case Study • MRS Awards, Finalist, MRS Award for Financial Services Research, 2018

Schroders, a multinational asset management company, created a behavioural finance and investor education platform in the UK, which produced bespoke research to offer a new approach to investor support.

Eastspring Investments: Driving value to the right audience

Case Study • Mamta Gupta, Anneliese Diedrichs, Jenny CN Tan, WARC Prize for Asian Strategy, Entrant, 2018

Asset management brand Eastspring Investments harnessed the power of the app in Singapore to increase awareness and drive purchase intent.

State of the new advertising art: The latest generation of advertising excellence

Opinion • Geoffrey Precourt, October 2018

Obsession and excellence fed into a JPMorgan Chase creative spot. WARC's Geoffrey Precourt explores how the ad favoured feelings over metrics.

TD Ameritrade: First Ad in the Blockchain

Case Study • Jay Chiat Strategic Excellence Awards, Silver, Connection strategy, 2018

TD Ameritrade, an online brokerage firm, inserted itself into the cultural conversation around blockchain and cemented its credibility with the community of cryptocurrency traders in the US.

TD Ameritrade Essential Portfolios Cognitive

Case Study • MMA Smarties, Gold, North America, 2018

TD Ameritrade, a financial-services provider, was able to build awareness of its new offering by using digital to connect with its potential customers.

Association Of Mutual Funds in India (AMFI): Mutual Funds Sahi Hai

Case Study • MMA Smarties, Finalist, India, 2018

Association Of Mutual Funds in India (AMFI), an industry standards organisation in the mutual funds sector, increased awareness of mutual funds as an alternative investment by launching a targeted digital campaign.

Temasek: The Great Singapore Replay

Case Study • SABRE Awards, Gold, APAC, Financial Services, 2018

Temasek, an investment company, launched The Great Singapore Replay (TGSR) – a campaign that increased awareness of Temasek's community engagement by over 144% and helped re-write Singapore's music history.

How TD Ameritrade marketing aligns with procurement

Article • Geoffrey Precourt, Event Reports, ANA Advertising Financial Management Conference, April 2018

TD Ameritrade, the financial-services provider, believes that procurement departments can play an invaluable role in the marketing space.

TD Ameritrade's 'Green Room' delivers brand benefits

News • 25 July 2018

HOLLYWOOD, FL: TD Ameritrade, the financial-services provider, has created an online branded destination that helps it remain consistent while also supplying valuable advice to the distinct audiences targeted by its marketing campaigns.

How TD Ameritrade enhanced marketing analytics

News • 18 July 2018

HOLLYWOOD, FL: TD Ameritrade, the investment and brokerage company, successfully enhanced its marketing analytics capabilities to reflect its changing business priorities.

How TD Ameritrade found a common launch pad for discrete messaging

Article • Geoffrey Precourt, Event Reports, ANA Advertising Financial Management Conference, April 2018

TD Ameritrade, the financial-service company, has found an effective means of retaining brand consistency while reaching out to difference audiences.

How TD Ameritrade builds accountability into marketing

Article • Geoffrey Precourt, Event Reports, ANA Advertising Financial Management Conference, April 2018

TD Ameritrade, the brokerage and investment company, has taken numerous steps to help align its marketing with true business drivers.

BlackRock turns brand purpose into a $6-trillion question

Article • Stephen Whiteside, Event Reports, Collision 2018 conference, May 2018

BlackRock, the asset-management company, believes it is essential for enterprises to embody a clear sense of social purpose to prosper in the long term.

BlackRock taps 'precision empathy'

News • 27 June 2018

NEW ORLEANS: BlackRock, the asset management company, is making use of “precision empathy” as it seeks to connect with its target audience in compelling ways.

State Street Global Advisors (SSGA): Fearless Girl

Case Study • Cannes Creative Lions, Silver, Creative Effectiveness Lions, 2018

State Street Global Advisors, an investment firm, sparked a conversation on women's equality issues in the US with the statue of a girl confronting Wall Street's Charging Bull.

BlackRock seeks “precision empathy” in marketing

Article • Stephen Whiteside, Event Reports, Collision 2018 conference, May 2018

BlackRock, the asset-management company, believes that new marketing technologies can enable brands to achieve “precision empathy”.

Charles Schwab: Ask Questions, Be Engaged, Own Your Tomorrow (originally named Binoculars)

Case Study • Effie Worldwide, Bronze, North American Effies, 2018

Charles Schwab, a bank and brokerage firm, increased the number of new accounts in the US by creating a TV ad and print campaign highlighting its differentiation to competitors.