Case Study: a blue-chip institutional brand boosts advisor awareness and engagement with VShift's financial services campaign

a blue-chip institutional brand boosts engagement 52% with VShift

VShift partnered with a blue-chip institutional brand, a financial stalwart and global leader in benchmarks and data solutions, to address the challenge of introducing its respected B2B index products to financial advisors in the wealth management space. The client's indexes were well-known to institutional investors but largely invisible to advisors, who often assumed all indexes were the same. The opportunity was to drive growth by educating this new audience and challenging this status quo.

The solution VShift implemented was the "Your Index Matters" marketing campaign, which used a confident and provocative new brand voice to reframe indexes as critical to investment performance. The campaign utilized large-format media, like the NASDAQ tower, for broad reach and targeted placements for precision engagement. This successfully raised awareness among thousands of advisors, resulting in a +10 point increase in unaided awareness year-over-year, a +22 authentic attention index, and a 52% higher engagement rate, providing the client with a new way to support sales conversations and grow long-term consideration.