In search of increased engagement, performance, and loyalty of its customer-facing financial advisors, a $100+B (assets) diversified financial services organization engaged HighPoint to improve its communications and branding.
HighPoint created a team led by the former Executive Director of Strategy at the world’s largest brand consultancy. With over 20 years of experience, the leader directed a team in conjunction with advisory support from a former McKinsey Senior Partner who had worked in the firm’s Financial Services Practice.
The HighPoint team analyzed the company’s current internal communications approach and its effectiveness in engaging their financial advisors across the US. With their findings, they then developed key universal messages, and a simple yet comprehensive advisor segmentation framework to create relevant and energizing communications for each segment going forward.