Investment firms focus on maximizing returns and developing long-term strategies for their clients. At Vested, we believe it is time for integrated marketing to do the same for wealth and asset management brands. We work with clients to evaluate goals, uncover new opportunities, and grow market share all while developing a foundational integrated marketing strategy that performs in the face of change. The result is a marketing approach that delivers today and is ready for tomorrow.
How We Support Wealth & Asset Management Brands
Our omnichannel marketing approach is as diverse as it is dynamic, catering to ever-shifting requirements for wealth and asset management brands looking to expand services and market segments. We understand next-generation investors are turning to financial advisors with different concerns and goals than their predecessors. Vested helps investment brands address each target segment’s unique needs with the right messaging, at the right place and at the right time.
PUBLIC RELATIONS
More than just news announcements, PR can differentiate your brand while highlighting your credibility. We help brands leverage a positive reputation and brand image to grow beyond their existing client base and reduce reliance on referrals.
EXECUTIVE COMMUNICATIONS
Credibility and trust are essential outcomes of effective C-suite and stakeholder messaging. Cultivating these attributes can go beyond reducing staff turnover to enhance account retention and customer lifetime value.
CREATIVE
From digital art experts to savvy wordsmiths, the Vested creative team is staffed with talent well-versed in the wealth and asset management industries, producing creative that clicks with every audience.
ADVERTISING
Stand out from the competition with ads that do more than just garner impressions. Our omnichannel marketing strategies engage consumers and drive conversions that underscore business growth.
DIGITAL MARKETING
In a digital-first economy, you need a partner that can manage more than PPC ads. From SEO to social media and email marketing with a personalized touch, Vested is your digital marketing partner.
BRAND & CORPORATE REPUTATION
In this space, reputation reigns supreme. Make sure your brand is top of mind across platforms so when consumers need investment advice, they know exactly where to turn.
CRISIS COMMUNICATION
When miscommunication or mishaps arise, a quick response is essential to stave off or prevent damage to your brand’s reputation. Vested’s experts know how to craft crisis messaging while underscoring consumer trust.
CONTENT
There’s more to wealth and asset management than a single ad or email can explain. Vested writers develop content campaigns that break down core concepts and engage with, rather than talk down to, your target consumers.
Work with an Agency with a Proven Track Record
Wealth and Asset Management Case Studies
We work with the biggest and best providers to tell their stories and shape the future of wealth management.
