Financial services

How TD Ameritrade became WeChat’s first US brokerage advertiser

Article • Geoffrey Precourt, WARC Exclusive, June 2020

TD Ameritrade, the financial-services provider, became a successful early adopter of WeChat, the popular mobile app, in its category.

Chaka Launch

Case Study • SABRE Awards, Gold, Africa, 2020

Chaka, a technology-enabled trading platform, promoted its platform in Nigeria by launching an influencer outreach program that promoted access to international stock markets.

TD Ameritrade: Money On Your Mind

Case Study • Jill Howel, WARC Awards, Entrant, Effective Content Strategy, 2020

TD Ameritrade, the US-based brokerage, used a podcast to strengthen its muddled brand by educating customers about behavioural economics.

Nuveen: Rerank the Rich

Case Study • Ellie Gogan-Tilstone, Kate Thuma, Annabelle Butler, WARC Awards, Gold and Long-Term Idea Award, Effective Content Strategy, 2020

Asset management firm Nuveen joined with publisher Forbes to re-rank its Forbes 400 list of billionaires to reclaim its leadership in the responsible investing space in the US.

TD Ameritrade: The first interactive financial goal planning session in a chatbot ad

Case Study • Beth Palmer, WARC Awards, Shortlisted, Effective Innovation, 2020

US-based investment brokerage TD Ameritrade cooperated with IBM Watson to create a display ad capable of providing financial guidance through a chat interface, driving strong conversion rates.

Rugby rights shake-up in the offing

News • 25/02/2020

As a resurgent France tops the Six Nations table, rugby fans and sponsors could be looking at a different competition set-up in future as CVC Capital Partners is reported to be on the verge of taking a 14% share in the tournament.

Could BlackRock climate move be a game changer?

News • 15/01/2020

The environmental efforts of companies are often seen as little more than greenwash, but the announcement by BlackRock that its future investment decisions will be focused on environmental sustainability potentially opens up opportunities for ...

Coutts: Power to the People – CX and value optimisation through data, tech and marketing automation

Case Study • Data and Marketing Association, Bronze, 2019

Coutts, a private banking company, increased engagement with its clients in the UK by creating a data decision platform that used AI to simplify data access and provide staff with the next best actions to take.

Invesco: ETF campaign

Case Study • Data and Marketing Association, Silver, 2019

Invesco, an investment management company, launched a set of creatives in the UK that formed images within images, and highlighted exchange-traded funds as being ideal for unseen opportunities.

TD Ameritrade Watson Chatbot

Case Study • MMA Smarties, Finalist, North America, 2019

Online discount brokerage TD Ameritrade used IBM Watson AI-powered advertising to target consumers in the US and drive awareness of its long-term investment plans.

Goldman Sachs' strategy for entering the consumer banking space

News • 23/10/2019

Goldman Sachs partnered with tech giant Apple to launch its first credit card earlier this year – for the bank it was another step in its consumer-facing journey.

How Goldman Sachs built a presence in consumer banking

Article • Geoffrey Precourt, Event Reports, Advertising Week New York, September 2019

Goldman Sachs, the financial-services provider, has entered the consumer space in an impactful way using its own brand muscle and a high-profile partnership.

HSBC: The power of empathising upwards – walking a mile in exceptionally expensive shoes

Case Study • Account Planning Group - (UK), Entrant, 2019

HSBC, a bank, used the power of empathy globally to turn the Asset Management arm of HSBC into what the Financial Times defined as a "rising star" in the category.

Perpetual Guardian: The Global Four-Day Movement

Case Study • SABRE Awards, Asia-Pacific, Australia/New Zealand, Gold, 2019

Perpetual Guardian, a local fiduciary services company, improved the wellbeing and productivity of its employees by trialing a four-day working week in New Zealand.

Association of Mutual Funds in India: Mutual Fund Sahi Hai

Case Study • Saurabh Mumbai, WARC Prize for Asian Strategy, Entrant, 2019

The Association of Mutual Funds in India created a multichannel campaign to persuade individual investors to invest in Mutual Funds.

BlackRock: Your True Wealth

Case Study • Paul Phillips, Stephanie Linker, Rina Hiranand, Alesia Hsiao, WARC Prize for Asian Strategy, Entrant, 2019

BlackRock, the world's largest asset manager, harnessed the interactive power of WeChat to help Chinese investors build a better financial future.

Tell me the JPMorgan Chase AI story isn’t true

Opinion • Evan Berglund, August 2019

JPMorgan Chase says it will begin using am AI to write marketing copy for greater efficiency. The Gonzberg Agency’s Evan Berglund questions the logic.

JP Morgan Chase taps AI copywriting tech

News • 02/08/2019

In a move that may unnerve copywriters across the advertising industry, JP Morgan Chase has announced that it has struck a five-year deal with a tech firm whose AI-generated marketing copy is said to be more effective than that written by humans.

Charles Schwab's podcast marketing strategy

News • 22/07/2019

Charles Schwab, the banking provider and brokerage, is utilising a nuanced podcasting strategy to engage consumers about their money and lead them towards using the company’s products.

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.