Bernstein Private Wealth Management. Invest with Intention.
CHALLENGE: The face of wealth is changing and so too must the financial institutions paving the way. Bernstein Private Wealth Management is a an investment firm with a celebrity-filled roster of high and ultra-high net worth individuals, families, non-profit foundations and institutions. Founded in 1967, Bernstein was born in a moment of rapid cultural change and brought a disruptive approach to investing by eliminating the conflicts of interest and inequity of access so rampant in the industry at that time. Half a century later, the Covid-19 Pandemic has reignited our fire in the fight to push the industry forward and meet clients where they are.
SOLUTION: After an intensive audit and listening tour I worked with the executive leadership team to refresh the brand. We reshaping the brand narrative by highlighting a firm with strong values, a holistic approach that puts humanity above profit, and a specialty in solving increasingly complex challenges. We launched the refresh with a new tagline, elevated design system and internal council dedicated to bringing our values to life. My role included brand strategy, brand identity, creative direction, content creation, art direction, copywriting and Purpose Council chair.
RESULTS: The refresh kicked off with a new website www.Bernstein.com and comprehensive digital Design System. At launch we received a perfect accessibility score, our SEO score improved from 73 to 91 and we reached over a million people in the first 6 months. In under a year the team increased our Instagram reach by +350% and LinkedIn reactions by +82%. Our channels continue to bring in digital leads worth millions of dollars and receive steady and sustained growth with our target audiences.
A New Look & Digitized Brand Center
The New and Improved Website @ Bernstein.com
Awards
Wealthies Digital Marketing Campaign of the Year - 2023 Finalist
Executed In-House