For global cash managers, maximizing the bottom line is a top pressure point. By utilizing our client’s suite of services, treasurers can work more efficiently and keep a closer eye on their global cash, relieving some of their daily pressures.

To help establish our Fortune 25 financial services client as the market leader in treasury services, we created a series of contemporary video animations that captured their innovative, forward thinking approach. These videos told a complex story in mere minutes, giving their sales team a concise, fresh way to demonstrate the suite’s key benefits. In addition, we developed a microsite that raised the bar for interactivity in the category, conveyed technical details in a surprisingly simple way, and provided a flexible framework to accommodate the client’s growing product offerings.

It’s tough to get people to apply for health insurance online. The process can be tortuous: just trying to understand all the plan types explained in “insurance-speak” is hard enough. Add to that a lack of helpful education or easy-to-complete forms and, well, you get the idea.

For a national health insurer, we deconstructed the process into its smallest pieces and rebuilt it with an obsessive sensitivity to the user – simple, clear and totally understandable. Questions and recommendations help guide users to the right plan. Educational content woven into the sales process helps stem attrition later. And dynamic content allows for iterative testing and refinement to respond to market conditions in real time.

Financial advisors had more than 6,000 mutual funds to choose from. Yes, 6,000. Into this highly competitive environment and armed with good 3-year numbers, our client sought to attract new advisors to its fund family and boost sales. One little hitch: they were better known for institutional asset management than retail. So, what did we do for this global financial services company?

We created a yearlong integrated campaign for three distinct distribution channels designed to energize the brand, attract new producers, solidify the base and gain more assets. The appointment-setting rate for advisors was 9.4%, and 67% of them were new to this client. And assets nearly doubled, to $2.8 billion.

Voluntary benefits have been shown to attract and retain hourly employees if – and it’s a big if – people know about them. Fact is, they’re not usually promoted effectively – in part because they require a three-step sale: to the employer, supervising manager and employee.

We developed compelling value propositions and messaging across all three tiers for a national voluntary health benefits company. Then we facilitated employee enrollment through a database that allowed up to 1,778 customized programs to be queued in seconds by program administrators or brokers. Talk about flexible.