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Case Studies

Financial Wellbeing Education

Initiative: Promote several webinars that focus on helping employees navigate market volatility.

Initiative:

  • Promote several webinars that focus on helping employees navigate market volatility.

Challenges:

  • Sponsors want the best for their employees – so they don’t want too many of our communications to be centered around earning enrollment that often costs their employees money.
  • How do we build a campaign that benefits the employees, increases enrollment, and earns sponsor approval? How do we elicit and sense of urgency while eliminating the “fear factor” around uncertain market conditions?

Solutions:

  • Work with our financial planners and team of writers to build an educational webinar that will give participants expert advice on how they can protect their financial future in spite of market volatility.
  • Use enrollment in this free webinar as the primary call to action for the employees to earn sponsor approval while still getting our name out there.
  • Create a series of emails, landing pages, and advertisements that show we’ve been paying attention. We understand the worry surrounding the market, so we’re creating specific webinars to focus on what matters most to clients and prospects right now – protecting their wealth while navigating an uncertain market.

Execution:

  • As market volatility and inflation shakes the economy, many people begin to worry about their finances. We wanted to acknowledge our participants’ fear, and then offer them a chance to learn solutions that can help them solidify their financial strategy against market ups and downs.
  • Using nuanced language to create urgency while inspiring hope and confidence.