Lawn Doctor
Putting Customers First
This case study focuses on strategies to enhance customer experience and its correlation with business success.
Everyone in wealth management shows the same tropes - happy couples on beaches, advisors shaking hands with clients. We rejected that entirely. Instead of adding to the clutter of what retirement looks like, we showed how advisors could bring complex financial tools to life in a completely unique way. And it worked - we did another campaign off the back of its success.
Eversnet
THE NUMBERS
A ten year partnership that has fueled double digit growth and rapid franchise expansion. Exceeds revenue benchmarks and goals, year over year.
The Challenge
How do you transform a fintech platform from potential threat to trusted advisor ally?
Envestnet, the largest financial technology platform for advisors, faced a critical challenge. Despite their powerful suite of tools, they risked alienating their core users - financial advisors who feared being replaced by technology. Their fragmented brand, built through acquisitions, lacked cohesion and clear positioning in the market. Envestnet, the largest financial technology platform for advisors, faced a critical challenge. Despite their powerful suite of tools, they risked alienating their core users - financial advisors who feared being replaced by technology. Their fragmented brand, built through acquisitions, lacked cohesion and clear positioning in the market.
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