Case Study

JP Morgan

Simplifying complex financial topics and making financial literacy more accessible and engaging for all.


A leader in financial services, J.P. Morgan launched its Market Insights program to empower financial advisors and their clients with tools and insights to seek better investment outcomes. The company tapped Ready Set Rocket to find ways to simplify complex topics and make financial literacy more accessible and engaging.


First, we developed a new motion design system to serve as the foundation for storytelling. Then, we tackled complex financial topics such as alternatives, 529s and 401Ks, by creating simple, impactful educational video series that empowered financial advisors with insights to build stronger client portfolios. We also produced regionalized content to promote the Market Insights program to financial advisers in more than 13 regions across the globe.


Through design and storytelling, we helped J.P. Morgan scale the accessibility and impact of its Market Insights program to a global audience, leverage thought leadership as the foundation of its advertising campaigns, and connected the role of content marketing across physical and virtual events, organic search, paid media, and CRM.

  • Digital Strategy
  • Communications Strategy
  • Ad Campaigns
  • Websites & Applications
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