JP Morgan

Helping the world get fluent in finance.

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

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

Challenge

If money topics make you scratch your head, we’ve got you. J.P. Morgan, a leader in financial services launched its Market Insights program to empower financial advisors and their clients with the tools and insights needed to make smart money moves. J.P. Morgan called up Ready Set Rocket to help make the complex financial topics digestible so that everyone can be fluent in financial literacy.

Solution

Complex topics are always easier to understand through a story, so we started by developing a new motion design system to help tell the stories of topics such as alternatives, 529s, and 401Ks. These stories were told by crafting simple, impactful educational video series that empowered financial advisors with insights to build stronger client portfolios. Then, we produced regionalized content to promote the Market Insights program to 13 regions around the globe to entice financial advisers to begin using the platform. We also produced regionalized content to promote the Market Insights program to financial advisers in more than 13 regions across the globe.

Results

Ka-ching! J.P. Morgan customers and advisers expanded their money moves through our storytelling and design. We brought its Market Insights program to a global audience, leveraged 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.