Mutual Fund Provider

The Goal is Mutual

Enhancing and Rethinking the Managed Accounts Segmentation, Messaging, and Experience Design for a Large Asset Manager.


  • UX

  • Strategy

  • Journey Mapping

  • Value Prop Definition

  • Message Architecture

  • Experience Design

  • Creative


Enhance and rethink Managed Accounts segmentation, messaging, and experience design to: simply the experience, prove unique value, and reposition the offering as an ongoing service.


By mining stakeholder intelligence and defining a future state journey map, we redefined the customer value proposition. From there, we designed a sales tool for advisors to use with prospects and customers


Our messaging, marketing, and experience design work has been and will continue to be rolled out over a period of several years.

The Right Combination of Digital and In-Person Interactions

We dove deep into customer and financial advisor needs and behaviors to arrive at a vision for a new, omni-channel relationship model – one that would enhance efficiency, transparency and value for all.

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