Heavy competition from major financial institutions required a revamping of TIAA-CREF's educational sales seminars to be more engaging, understandable and investor-friendly - and ultimately to increase assets under management. |
TDO developed a new Financial Education positioning and visual brand, content logic, standards and templates for internal conversion of TIAA-CREF's seminars. We created a media-rich PowerPoint seminar library to heighten impact and promote investment in TIAA-CREF's products. We designed new collateral, direct mail and advertising to drive seminar attendance. |
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