Build a service offering that gives clients control of their financial journey and confidently makes their financial goals a reality – no matter what life throws their way.
Develop service offerings, content strategy, marketing materials, and name for a comprehensive financial wellness platform.
Research shows that 89% of employees surveyed experienced a significant personal or professional event in the past five years. And 73% expect their employers to provide access to a financial professional during a significant life event. Knowing that the right support was important at the right time, we mapped unmet customer needs with our client’s capabilities to identify opportunity gaps. This served as the foundation for the financial wellness platform that would:
This new service will play a strategic role in our client’s value proposition and offerings. Currently in market, the offering is receiving positive press and feedback from key stakeholders.