We responded by crafting a copy structure that would not only explain the utility and benefits of the platform's key features, but would also convey how the platform aligns with what advisors need today and anticipates what they will need tomorrow. From there, we began a full-court press on engagement. Using an interactive "click wheel" to highlight each aspect of the platform's offerings, we developed an effective visualization of the new experience that awaited advisors, showcasing its value to advisors as well as the robustness of Envestnet's solution. This display will be used as a means of introducing primary benefits, and as a way to reinforce core messages throughout multiple types of interactive and static communications.
To support the educational aspect, s2 developed a series of powerful, informative video demos featuring key strategic issues for which advisors would welcome integrated solutions. The site housing the demos provides multiple contact points with Envestnet, such as upcoming events, marketing materials, and traditional contact methods.