Case Study: RiverFront Investment Group builds a dynamic advisor experience with Circle S Studio

RiverFront Investment Group - Customer Case Study

RiverFront Investment Group needed a branding and digital marketing partner that understood the financial advisor market and could help express a brand that was as dynamic as the markets they serve. Circle S Studio worked with the firm to develop the brand platform and marketing experience, including a public website and a secure advisor portal.

Circle S Studio created “The Art and Science of Dynamic Investing” brand platform and built a highly customized, password-protected advisor site with a proposal generator, content toolkit, integrated forms, and CRM-connected marketing automation. The result was a more transparent and efficient advisor experience, stronger engagement tracking for the marketing team, and support for RiverFront’s launch of eight new sub-advised ETFs and model portfolios.

RiverFront Investment Group

Stuart Porterfield

Director of Retail Sales and Marketing