Envestnet approached s2 with the challenge of helping them introduce their newly enhanced platform features and upgraded functionality. Targeting their RIA and independent advisor base, they wanted to do this in a way that would connect with advisors and not just come across as a sales pitch to upgrade. They also didn't want to degrade the functionality of their existing platform, since many clients would continue to use it. The messaging needed to reinforce Envestnet's expertise in serving advisors and understanding what advisors need next in their practices.
