top of page

between marketing 

and compliance for a

wealth management firm.

Brief

We partnered with Chartwell Associates, a leading financial services management company based in Singapore serving the expatriate community, to work on a campaign that included brainstorming marketing messages and identify marketing channels.

 

Compliance was a key factor as regulation in the finance industry is tight. What is another challenge included is that the market is already mature and hard selling was considered to be in bad taste.

 

The benefit to our partnership was that Chartwell Associates was very clear about its products and target market.

Solution

On that basis, our solutions proposed lay in 3 key steps to generate leads ;

 

1. Creating a Financial Guide Platform

We created an independent financial guide platform (Money Mentor) so the target market (expats living in Singapore) could also browse for relevant information without feeling information was biased.

 

 2. Marketing Messages Guideline

The internet population is intelligent and thus we have had to input a guide to the messages in the platform.

  •  Message Category

  • Message Guides

 

There was a strict guideline on no hard selling or guarantee of any return of any kind to the readers. All information had to have caveats that the opinion was solely of the platform’s own as well.

 

 ​3. Marketing Channels Identification

Our channels at the get go included social media and Google. However we expanded also on working with strategic partners who shared the same target market as Chartwell Associates.

Within the first 6 months of its , Chartwell Associates has made clear progress on marketing outcomes with a more engaged audience.  

The organization has improved sales performance and has a clear marketing trajectory. Here are some notable results;

  • SEO first page for Chartwell Associates within 3 months of campaign

  • Tie up with 4  associations in the first 2 months

  • 30% increase in leads generated in the first month of social media campaign

  • 0% un-subscription rate on the email newsletters

Results

case studies

Working with an f&b business to craft franchise in attractive terms 

How we helped an IT company achieve better margins with cost reduction.

CONTACT

SOCIAL 

  • Instagram
  • Facebook
  • LinkedIn

ADDRESS

VIETNAM

Đinh Lễ, Street, Dist 4, Thành phố Hồ Chí Minh 70018, Vietnam

INDONESIA

Beltway Office Park, Tower B, #03-05
Jl. TB  Simatupang No. 41
Ragunan, Pasar Minggu
Jakarta Selatan 12550 – Indonesia

SINGAPORE

105 Cecil Street

#18-88

The Octagon

Singapore 069534

PHILIPPINES 

Unit 2307, SunTrust Capitol Plaza Matalino Street, Barangay Central Quezon City, 1100 Philippines

bottom of page