met•advisor
TYPE
Brand Launch - Tech
DESCRIPTION
met•advisor x Azimut is a Platform as a Service (PaaS) built to streamline and modernize financial advisory workflows within one unified digital environment.
YEAR
2023 - Present
CHALLENGE
The financial advisory industry is strongly built on personal relationships and long-established working habits. Many of the professionals involved in the project are senior Advisors who already rely on established ways of working developed over time.
The first and main challenge was therefore cultural: demonstrating that a platform like met•advisor x Azimut could simplify daily activities without replacing the human relationship with clients.
At the same time, the advisory landscape is evolving. New generations of investors and heirs to family wealth are showing growing interest in new approaches and values in financial management, such as accessibility, transparency, speed and continuous interaction.
This shift requires tools that help Advisors respond to these expectations and gradually evolve their way of working.
SOLUTION
We focused the communication around the concept of “simplification”, demonstrating how met•advisor x Azimut can improve daily workflows. Through the platform, Advisors can organize client relationships, automate communications, and scale tasks that traditionally required significant manual effort, while maintaining a personal relationship with clients.
The strategy developed along two parallel paths. Senior Advisors are mainly focused on managing existing portfolios and generational wealth transfer, while younger Advisors aim to grow their client base and expand their portfolios. For this reason, a single one-size-fits-all solution would not have been effective. Our focus was therefore to remain relevant for senior Advisors while, at the same time, helping younger professionals attract new clients and position themselves as credible and forward-looking leaders in the market.
The resulting communication was implemented through DEM campaigns, internal communication, onboarding webinars, and dedicated in-person events. In this way, Advisors were guided step-by-step in discovering the platform and integrating it into their daily activities.
RESULTS
KPI
RESULTS
User Adoption
72% within the first 9 months
Personalized automated videos
Avg. 2k/m
Automated Private Market Reports generated
Avg. 1k/m
Projects