Achieva Wealth Advisors

 

 

Winning new business through online credibility.

Achieva Wealth Advisors is the wealth management arm of southwest Florida’s Achieva Credit Union, focusing on personalized investment and wealth management solutions. Because the wealth advisory targets high-net-worth individuals, it wanted a website and marketing efforts separate from the credit union that would appeal to this select audience.

Reaching the 1%

The goal was to develop an overall identity that incorporated key elements of parent company Achieva Credit Union’s brand while appealing to Achieva Wealth Advisors’ highly select target audience. The entire team held discovery sessions. This included narrowing down core services and understanding how to convey the emotional component of wealth planning through stories of fictionalized people using Achieva Wealth Advisors’ services.

 

 

We began by creating a high-level brochure that Achieva Wealth Advisors’ reps could leave behind with qualified prospects. Featuring aspirational imagery and confident, clear copy, this eight-page brochure was printed on elegant, heavy paperstock and was designed to convey reliability, stability and financial well-being — the very things that Achieva Wealth Advisors deliver to Florida’s wealthiest residents.

 

 

Next, we created a website that would showcase Achieva Wealth Advisor’s services and appeal to this audience. We conducted stakeholder interviews to fully understand what the site needed to deliver from a messaging and usability perspective. Based on our discoveries, we created an easily navigable responsive experience that appealed to both younger and older audiences. It included a dropdown navigation box that would show every page on the site for speedier navigation.

Today, Achieva Wealth Advisors has a new look, highly successful website and supporting printed materials that promote the highly valuable financial and wealth advisory services it offers high-net-worth individuals.

Check it out: www.achievawealth.com