Case Study: MassMutual Trust Company equips advisors to win more customers with Umault

MassMutual Trust Company equips 9,000 advisors with Umault video to explain trust services

The MassMutual Trust Company, a customer of Umault, faced the challenge of explaining its complex trust services to both its 9,000 financial advisors and potential high net-worth clients. Its existing marketing materials were ineffective for top-of-funnel engagement, as they failed to agitate the need for a trust or make the complicated offering easily understandable.

Umault created an emotional video that told a story about passing down both wealth and values to inspire prospects and equip advisors. The solution was a hit with both investors and employees, successfully helping the sales force win more customers by making them remember the feeling the video evoked.

MassMutual Trust Company