Trust & Wealth Management Marketing
Build relationships that last for generations
Wealth management is built on trust, legacy, and the client relationships that shape financial futures. The Great Wealth Transfer is no longer around the corner. It's here. Nearly $96 trillion is being passed down to the next generation.
Are you in a position to manage your share? 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.
Growth Looks Different Today
WE CAN CONNECT YOU
Your company has more than a powerful story. It has many STORIES of handling families’ most precious assets, making sure they grow and administering them with extreme care and, well, trust.
Intersection helps capture and curate these stories in a way that ensures YOUR growth. Thoughtful strategies are the foundation to meaningful messaging and insightful distribution.
But it won’t end there. Collecting and analyzing the data associated with your advertising enables our team to evolve your messaging and platforms.
REFERRALS AREN’T ENOUGH ANYMORE
For decades, financial institutions have relied on referrals from current clients or partner relationships to secure new trust business. Those leads can be challenging to come by and many times aren’t enough to build a growth plan on.
Intersection can build digital marketing strategies and tactics to connect with high net worth individuals and families you may not have considered. Today’s decision makers aren’t necessarily meeting for coffee or lunch. But they do have a digital footprint that can help you find them.
Strengthen Your Client Portfolio
Build a strategy that connects your expertise with the clients who need it most.
Build a Specialized Brand, Plan, & Messaging
Trust customers are very different than traditional bank customers. You need to develop your own voice and messaging to make sure you are hitting your goals and not depending on the traditional network for leads.
BRANDING | STRATEGIC PLANNING | COMMUNICATION PLANS | MARKET RESEARCH | COPYWRITING
Attract New
Leads Through Marketing
To grow your trust business, you need to be seen, heard, and remembered by a very niche audience. Create a digital presence that creates more top-of-mind awareness with your targets.
WEB DESIGN & DEVELOPMENT | DIGITAL MARKETING | LEAD GENERATION | CUSTOMER JOURNEYS | ADVERTISING
Inspire Strong Persona Engagement
Trust customers now span various demographic groups, and getting your target customers engaged is essential. Intersection can help you deepen your relationships and build communication strategies that nurture loyalty and inspire ongoing relationships.
SOCIAL MEDIA MANAGEMENT | EMAIL | PUBLIC RELATIONS | CONTENT DEVELOPMENT & DISTRIBUTION
Tassma Powers, Vice President and Senior Trust Officer, Wyoming Trust
“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.”
Proven Partnerships
Matt Weaver, Marketing Manager,
PrimeTrust Federal Credit Union
"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."
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.
