VESTMARK
An evocative name and brand and a versatile visual identity system fuel the successful launch of a boundary-breaking wealth management platform
"Go VAST" served as a compelling call to action to RIAs, emphasizing the platform's virtually limitless potential for account-level customization.
Sales enablement tools included a brochure illustrating the benefits of "personalized investing at scale®" for RIAs.
The campaign's visual vocabulary includes dramatic images of larger-than-life advisors in control of VAST's advanced capabilities.
Social media, digital and print ads activated additional touch points to build awareness of VAST among RIAs.
A custom VAST event kit adds dimension to the value proposition.
The Challenge
Vestmark’s SaaS ingenuity has led the enterprise wealth technology industry for over two decades. In 2021, the company saw an opportunity to innovate for RIAs and their clients with breakthrough portfolio management technology. Vestmark’s solution enables advisors to construct multi-asset portfolios using direct index strategies, personalize at the account level and manage to individual tax objectives—all major steps forward for the advisor market. Vestmark needed a stand-out name and brand identity for its category-changing platform.
The Solution
We recommended the name Vestmark VAST to convey the platform’s unprecedented scale coupled with the positioning expression, Personalized investing at scale. A contemporary brand identity and full suite of proof point-driven content were applied across the VAST microsite, sales enablement and educational collateral, event design, premiums, social media and digital advertising. Fully deployed in 2023, this extensive program of marketing assets today reaches RIA firms and advisors across channels of communication.
