Case Study: M&G Wealth achieves accessible, future-proof wealth management with CLEAR

M&G Wealth launches new brand in weeks with CLEAR

M&G PLC, a global financial services company, faced the challenge of building a new, future-proof wealth management brand that was both differentiated and accessible while remaining trusted and compliant in a highly regulated market. They engaged the vendor CLEAR to help create this new brand, M&G Wealth, from its traditional roots.

CLEAR developed a new brand identity and proposition for M&G Wealth in a rapid process, moving away from traditional industry approaches to make wealth management feel more accessible and democratized. The new brand successfully launched in Spring 2021. A key result was the development of a new hybrid wealth management app that combined low-cost digital advice with a face-to-face option, which lowered barriers to entry and empowered a broader range of customers.

M&G Wealth