Trust & Wealth Management Marketing
Build relationships that fuel growth
Wealth management runs on trust and first impressions in the marketplace matter now more than ever. The Great Wealth Transfer is here. $96 trillion is up for grabs and wealth managers nationwide jockeying for position.
Are you ready to capitalize on this moment? Are you talking to Boomers, Gen X, and Millennials in the right places and in ways that each of them understand?
With services ranging from strategic branding to targeted digital campaigns and communications plans, Intersection helps wealth management professionals strengthen their presence, build credibility, and reach the right clients with the right message.
Times have changed. Have you?
Tell stories that connect
As a wealth manager, you have made a powerful difference in the lives of your clients, helping them retire successfully, impact their communities, and care for their loved ones.
But how well are you telling those stories?
Intersection captures and curates these stories. Then, we develop proven strategies to get them into the marketplace and in front of high net worth individuals.
But it won’t end there. Collecting and analyzing performance data enables our team to fine-tune your marketing for maximum success.
REFERRALS AREN’T ENOUGH ANYMORE
For decades, financial institutions relied on referrals to secure new business. Those leads aren’t enough anymore.
Intersection can build digital marketing strategies to connect with high net worth individuals and families who would have been difficult to reach through traditional networking. Today’s decision makers are increasingly online with expanding digital footprints. We can help you find them.
Grow your Portfolio
Build a strategy that connects your expertise with the clients who need it most.
Build a Brand
Develop your own voice and messaging to make sure you are hitting your goals, speaking the language of wealthy investors, and not depending on the traditional network for leads.
BRANDING | STRATEGIC PLANNING | COMMUNICATION PLANS | MARKET RESEARCH | COPYWRITING
Attract New Leads
To grow your trust business, you need to be seen, heard, and remembered by a very niche audience. Create a digital presence that creates top-of-mind awareness with your targets.
WEB DESIGN & DEVELOPMENT | DIGITAL MARKETING | LEAD GENERATION | CUSTOMER JOURNEYS | ADVERTISING
Cultivate Relationships
Wealth management clients are a diverse bunch, and getting your target customers engaged is essential. Intersection can help you deepen relationships and build communication strategies that nurture loyalty and inspire ongoing relationships.
SOCIAL MEDIA MANAGEMENT | EMAIL | PUBLIC RELATIONS | CONTENT DEVELOPMENT & DISTRIBUTION
“We were being represented by a cookie-cutter agency that didn’t understand us and just sold us programs that weren’t customized. Intersection assessed our situation, told us where we were wasting money, then started with a redesigned website. The site not only told our story better, but was better branded, and funneled more qualified leads to us. Now they are creating a new strategic marketing plan for us that is just for us.
They get what we are trying to do.”
Tassma Powers, VP & Senior Trust Officer, Wyoming Trust
Hear from our clients
"The Intersection team successfully revitalized our youth brand and developed creative assets aligned with our new market strategy. Their team was creative, intuitive, and professional, demonstrating outstanding communication and follow-through from proposal to project completion. They delivered on their promises and provided a valuable baseline of marketing assets. Intersection's creative approach was particularly impressive."
Matt Weaver, Marketing Manager,
PrimeTrust Federal Credit Union
Capture Your Story, Share Your Story, Grow Your Business
Your success starts with Intersection helping you capture your unique story. Through an immersive process, our creative professionals will dive deep into your brand and uncover what truly sets you apart. From there, a Creative Brief will ignite the strategy and direction for your differentiated messages and plans.
