- Demonstrate how ADIH delivers brand value to investors and customers
- Targeted approach to the ADIH Annual Report that not only reports on prior year's progress but demonstrates how this has positioned the company for growth
- Annual Report that was well-received by ADIH customers, investors and staff
- Demonstration of the ADIH business model and growth strategy
- Create tradeshow materials to build awareness and understanding of a highly technical new service
- Create a new brand image
- Create a communications program and tools targeted by audience: Chase employees, including relationship managers and technical staff, Chase partners and clients
- A seamless communications program that created understanding of the new product by each audience
- Retain clients by giving them information demonstrating the value of their relationship with AXA
- Created a specialized newsletter that focused on the benefits clients receive from their AXA Advisorss
- AXA Advisors received a platform for showcasing their investment successes
- Calls by clients to their advisors asking for new information and support increased dramatically
