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Clarifying a Complex Financial Solution

A publicly traded company needs to make sense of its broad and deep technology offering


After years of acquiring companies and developing its own technology for financial advisors, Envestnet needed to clarify its end goals for all of its stakeholders, including partners, clients and investors.


Streamline the multifaceted Envestnet brand. Spotlight division leaders who understand how the company’s solutions address client pain points. Promote CEO Jud Bergman as a visionary leader with an opportunistic approach to disrupting the financial industry.


Envestnet today serves over 47,000 financial professionals and continues to grow. Multiple spokespeople highlight the unique aspects of the firm’s offering, as well as its comprehensive nature. CEO Jud Bergman is positioned as an advocate for independent financial advisors and an inventive thinker challenging the status quo.

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