Financial Services

We merge perspective with performance.


MERGE works across the financial services ecosystem to help asset managers, banks, insurers and credit servicers navigate market dynamics and develop customer-centered experiences and growth strategies.

Rebuilding Brand Trust

On the heels of the worst financial crisis since the great depression, AIG needed to rebuild trust in its longstanding brand. Through a fully integrated campaign and contact plan, we helped AIG tell its story, thank the American people and rebuild public trust.

Branding for Breakaway Awareness

MB Financial is one of the 50 largest banks in the United States. Our partnership helped them get noticed outside of the Chicago market by creating brand meaning in a parity category.

Value Beyond the Value Proposition

For Canaccord Genuity, we redefined the value proposition and end-to-end multi-channel messaging for their investment advisory service.

Reshaping a World-changing Brand

We partnered with Calvert, a leader in Environmental, Social and Governance (ESG) investing, to express its unique approach and results to financial advisors and investors through brand, customer experience and campaign executions.

Digital Differentiation

In partnership with a leading global asset management company, we worked to refine their value proposition and messaging and define, design and build a new website on an AEM platform.

"In the face of expanding competition, increasingly frequent market volatility and shifting investor and advisor profiles, it is essential that financial services firms clearly establish and deliver on their brand promise. Helping them do so is precisely the business we are in."

Rob Powers, EVP, Client Service, Financial Services Practice