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Denver Agency

How an Oxymoron Created an Opportunity

Hypothesis
High net worth individuals and wealth managers have a lot of options when it comes to where they purchase insurance. They have high expectations and want to be treated like valuable customers, but luxurious financial service is an industry oxymoron. By pulling Denver Agency’s superior offline service forward into an integrated, luxurious omni-channel experience, they would stand out from the crowd, garner a greater share of clients and drive referrals.
Plan

Start with a unique brand platform that marries financial services with luxury and approachability.

Author an intuitive customer experience journey that identifies the opportunities to differentiate at every point along the consideration and purchase path.

Design every touchpoint to deliver luxury and seamlessly connect on a personal level: from brand awareness to website design, to digital UX and product collateral – even the presentation and packaging of policy documents, an often-ignored key touchpoint in the industry.

Results
A brand and experience unparalleled among the competition. Increased leads from wealth managers and more new clients.

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