solutions that work

“When it comes to life, the critical thing is whether you take things for granted or take them with gratitude.”–G.K. Chesterton This sentiment above seems particularly relevant this upside-down year. At Optima Group, we are thankful for the continued trust and partnership of our clients and colleagues. We know that this Thanksgiving poses challenges in getting together

Identifying customer and prospect behaviors, motivations, needs and aspirations is considered the holy grail for wealth management firm marketers. Understanding these characteristics can have a profound effect on your ability to segment marketing, drive better engagement, create an enhanced user experience and even help steer product development. For many firms, harvesting detailed client data to

Did you get Joy Delivered this year? It came in the form of a catalog for kids’ toys you can buy from Amazon. What’s interesting about this is that the largest online store created a really great interactive print experience.  First, the catalog is not actually a catalog, it is a “holiday wish book” with the message on the

In September, financial consumer focused data firm, Hearts and Wallets, released survey results indicating that some 8% of U.S. households have invested money with robo-advisers. While this is still a relatively small share, the penetration among millennials was significantly higher. According to the survey, nearly 20% of mass affluent millennials with investable assets between $50,000

Optima Group is excited to announce that it is a 2020 Davey Awards Silver winner in two categories for work executed for Hightower Advisors:• Corporate Identity – Logos• Corporate Identity – Brand Identity The Davey Awards competition is designed exclusively for smaller boutique agencies to allow them to compete directly with their peers. The Davey Awards are

Analytics are increasingly important for marketing, and the pandemic has made effective analytics even more vital. From everyday items to luxury goods, companies leverage analytics dashboards to decide where, when and how to market. A prime example is Mercedes-Benz. It uses a dashboard to access 35 sources of data across 30 markets. This includes commonly used data such

Election Day has finally arrived, and investors are nervous. Regardless of political affiliation, nearly 70% of adults report feeling stressed by the 2020 election1 and 84% feel the election will impact their investments.2 How can financial advisors help clients stay on track toward their goals, despite the uncertainties surrounding one of the most contentious elections

Election Day is one week away, and campaigning has reached a fever pitch. And, the number of organizations using their brands to urge people to vote is at an all-time high. From tech giants like Amazon and Google to classic American brands such as Wells Fargo, Levi Strauss and Starbucks, businesses are promoting “vote and/or vote early” on social media, including Instagram, Facebook and Twitter.