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Nuveen: Rerank the Rich

Case Study • Ellie Gogan-Tilstone, Kate Thuma, Annabelle Butler, WARC Media Awards, Grand Prix and Successful Sponsorship Award, Effective Use of Partnerships and Sponsorships, 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.

WA Super: Super is Boring

Case Study • APG (AUS), Creative Strategy Awards, Bronze, 2020

WA Super, a superannuation fund, kickstarted a conversation about the 'boring' topic of superannuation in Western Australia and encouraged more people to engage with their superannuation fund with the campaign Super is Boring.

TD Ameritrade: Leading the next generation of US stock trading

Case Study • SABRE Awards, APAC, Corporate Media Relations, Gold, 2020

TD Ameritrade, a financial services company, reinforced its presence in Hong Kong and Singapore by creating client and media engagement programmes.

BlackRock: Samantha Ricciardi - CEO of the Year

Case Study • SABRE Awards, LATAM, CEO of the Year, 2020

Samantha Ricciardi, CEO of investment management company BlackRock, increased her visibility as a leading female CEO in Mexico by launching a program that had her featured in over 88 media stories promoting the brand and its vision.

BlackRock: A Better Financial Future for Mexicans

Case Study • SABRE Awards, LATAM, Practice Area, Gold, 2020

BlackRock, an investment management company, developed a multi-stakeholder approach to improve public perception and reach influential journalists across Mexico.

Fidelity Stocks & Shares ISA: How Fidelity won minds by appealing to hearts

Case Study • IPA (UK), Entrant, IPA Effectiveness Awards, 2020

Fidelity, an investment management service, increased relatability among consumers in the UK by creating an emotion-led TV campaign that followed a Fidelity family.

AMFI: Corporate Reputation

Case Study • Lavanya MN MN, Shaziya Khan, Rishabh Parikh, WARC Prize for Asian Strategy, Entrant, 2020

Non-profit organisation, the Association of Mutual Funds in India, drew on the power of peer reassurance to encourage wary Indians to place their trust in investing.

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.

US, Investment Ad/Sales ratio

Data • Cinzia Petio, WARC Data Points, September 2019

An overview of advertising as a percentage of sales in the investment sector in the United States since 2007.

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 February 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 January 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 brands

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

Case Study • DMA (UK), 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 • DMA (UK), 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 • 22 October 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 • APG (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.

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.

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.

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.

Which new behaviors will stick after the COVID-19 crisis ends?

Article • Stephen Whiteside, WARC Exclusive, April 2020

Kantar, the research firm, conducted in-depth analysis of how consumer habits are evolving due to COVID-19, and suggested some of these behaviors will remain in place.
Marketer's Toolkit 2020

Article • WARC Trends, November 2019

WARC's Marketer’s Toolkit 2020 adopts the STEIP methodology to cover five drivers of change that will affect marketers next year, built from an annual survey, 10 CMO interviews and WARC analysis.
Carat's ten trends for 2020: The year of all-conquering ecosystems

Article • Dan Calladine, WARC Exclusive, January 2020

Ten consumer, media and technology trends – and their implications for brands – for 2020, the year in which the marketplace is set to converge around the global tech-giant ecosystems.
Five digital shopping trends surging due to the coronavirus

Article • Euromonitor Strategy Briefings, August 2020

With COVID-19 placing constraints on physical operations, consumer-facing companies have become more reliant on the digital channel to drive all forms of engagement with their customer base.
Future 100 Update by Wunderman Thompson Intelligence

Article • WARC Exclusive, May 2020

After the release of The Future 100 annual trend report in January 2020, news of a novel coronavirus started making headlines – this report tracks the new behaviours, cultural shifts and industry changes stemming from these sudden changes.
The future 100

Article • Research on WARC, January 2020

The reign of Big Tech is coming to an end and as we look at the year ahead, 2020 will see irresponsible companies and figureheads being held accountable for wider social and environmental issues.