Evnvestnet
From Fintech Threat to Financial Advisor Champion: How Envestnet won the category
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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.
THE NUMBERS
A ten year partnership that has fueled double digit growth and rapid franchise expansion. Exceeds revenue benchmarks and goals, year over year.
RESULTS
Our cultural-first, fast-paced, restless creative engine approach delivered measurable results: a 25% YoY boost in pre-season sales, franchise sellouts in multiple markets, and record-breaking growth milestones. The Lawn Doctor brand now sits at $220M+, with its challenger momentum only accelerating.
Everyone in wealth management shows the same tropes - happy couples on beaches, advisors shaking hands with clients. We rejected that entirely. Instead of addingto 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.
Tim Cawley, Partner, Rival
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