14th Annual Gramercy Institute Financial Marketing Strategy Awards
BNY Mellon’s Albridge offers a wealth reporting solution to RIAs, broker/dealers, and advisors.
The product went through an extensive upgrade focused on user experience and mobile accessibility; Albridge Wealth Reporting allows advisors to provide clients full transparency with aggregated data across their portfolio.
Albridge came to us to help:
We created a video that focused on the advisor experience with the software as a “supporting player” instead of the star.
We also developed a distribution strategy to reach all target markets utilizing Marketo for a series of email campaigns, A/B tested for imagery and subject lines, as well as amplified reach via social media (LinkedIn sponsored posts, Twitter).
While leveraging imagery in targeted ad-buys, we used event sponsorship and snackable video clips for additional outreach.