A common challenge for wealth managers is following through on the client experience through onboarding, welcome and ongoing communications. PNC Wealth Management wanted to develop a comprehensive welcome program that utilized multiple media to reinforce the ongoing value it delivered to its clients. Optima Group developed a program with core pieces merchandizing its services and its unique digital tool, Wealth Insight, that allows advisors to provide a dynamic, detailed and consultative view of their clients’ financial lives. The look and feel were upscale and market appropriate, while still fitting in with the PNC corporate brand.
