Financial services

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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.

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.

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 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.

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 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 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.

Edelweiss Financial Services: SME Loans

Case Study • Siddharth Doshi, WARC Awards, Entrant, Effective Use of Brand Purpose, 2018

Edelweiss, a financial services company, used TV, OOH and PR to target business owners across India.

Association of Mutual Funds in India: Mutual Funds Sahi Hai

Case Study • AME Awards, Bronze, 2018

Association of Mutual Funds in India, an industry standards organisation, encouraged Indian consumers to consider mutual funds as an investment by launching a multi-lingual multimedia campaign.

Birla Sunlife Active Account: Awakening mankind and its money

Case Study • Shashank Lanjekar, WARC Awards, Entrant, Effective Innovation, 2018

Insurance company Birla Sunlife launched a mobile app in India to counter the barriers that prevent people from using mutual funds as opposed to other savings instruments.

Investec: Challenging your appetite for risk with the launch of 'Click & Investaurant'

Case Study • SABRE Awards, Gold Sabre Award For Financial Services, EMEA, 2018

Investec Click & Invest, an online investment management company, launched the Click & Investaurant campaign in the UK to increase brand awareness and preference.

Mubadala Investments Company: Project Horizon - One of the biggest mergers in the region, delivered successfully

Case Study • SABRE Awards, Diamond Sabre Award For Company Of The Year, EMEA, 2018

Mubadala Investment Company, a Public Joint Stock Company, launched Project Horizon in Abu Dhabi to deliver the merger between Mubadala and IPIC.

Franklin Templeton Investment Management – Fondul Proprietatea: Reaching the Point of No Return – A shareholder activism campaign

Case Study • SABRE Awards, Gold Sabre Award For Capital Markets Communications, EMEA, 2018

Franklin Templeton Investment Management Ltd – Fondul Proprietatea (FP), Romania's biggest investment fund, launched Reaching the Point of No Return, a campaign to position FP as an activist shareholder.

EY Brand Marketing Research – Finding the audience for the digitisation debate

Case Study • SABRE Awards, Diamond Sabre Award For Research And Planning, EMEA, 2018

EY, a multinational professional services firm, used PR to better understand global clients' concerns as digitisation changes the industry.

The world's best financial services campaigns and companies 2018

Gunn Report • Gunn Articles, May 2018

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

The Johannesburg Stock Exchange: JSE investment challenge 2017

Case Study • SABRE Awards, Gold, Corporate Social Responsibility, Africa, 2018

The Johannesburg Stock Exchange (JSE), the largest stock exchange in Africa, launched a campaign in South Africa to publicise its Investment Challenge to increase the number of university students and high school learners entering the competition.

Pulling the creative curtain back on the “terrifying” Fearless Girl

Article • Geoffrey Precourt, Event Reports, ANA 2018 Brand Masters, March 2018

State Street Global Advisors, the investment company, caused a stir in the financial and marketing industries with its “Fearless Girl” statue in New York City.

What's working in banking

Article • WARC Category Intelligence, March 2018

Global strategies, campaign updates and trends in the banking category.
What's working in insurance

Article • WARC Category Intelligence, March 2018

Global strategies, campaign updates and trends in the insurance category.
Tech & media trends for 2018

Article • Dan Calladine, WARC Webinars, January 2018

Dan Calladine, Head of Media Futures at Carat Global, discusses the major technology and media trends to prepare for in 2018 and the ways in which media use and consumption may shift.
Consumer Finance Global Overview

Article • Euromonitor Strategy Briefings, November 2017

An overview of the consumer finance industry shows the trends shaping the market, the leading companies and brands, and areas of opportunity.
Bank of America: The Business of Life

Case Study • Jessica Perrin, WARC Media Awards, Shortlisted, Effective Use of Partnerships and Sponsorships, 2017

Bank of America, the financial services company, used a partnership with publisher VICE to increase trust among millennial Americans.
Holistic segmentation

Article • Clive Brand and Sue Jarvis, Admap Magazine, June 1998

Argues that traditional segmentation methods are too rigid and narrow for today's more individualistic markets.