01

What did the client need?

  • Articulate the ESG position of Santander Wealth Management & Insurance (SWMI)
  • Take into account the differing levels of maturity and engagement across the three distinct global businesses (Asset Management, Private Banking and Insurance) to develop a narrative that resonates across the businesses and their respective clients

Cristina Garcia Carillo, Global Marketing and Public Relations, Santander Wealth Management & Insurance

"White Marble Marketing are a pleasure to work with!”

02

What we did

1 Research

Market research and analysis across three industries and various geographies

2 Interviews

Multiple interviews to gain an in-depth understanding of the current ESG positioning within each division

3 Workshop

Facilitated a workshop with key stakeholders to refine the positioning

4 Approach

Developed a three-tiered messaging approach that allowed flexibility for each business to speak to their specific audiences and showcase their position, whilst maintaining cohesion with the companies broader positioning and that of the Santander Group

“Working with a global, multi-lingual company like Santander is a challenge. Yet White Marble managed us with professionalism, patience, a sense of humour as well as a deep understanding of our business. This helped us through the process, made it much smoother and ensured that everybody was speaking the same language."

Cristina Garcia Carillo, Global Marketing and Public Relations, Santander Wealth Management & Insurance

03

The outcome

  • Provided each business with the tools to talk about their ESG position to their respective clients whilst ensuring alignment with the position of both the Group and SWMI
  • 3 businesses – tools provided to talk about ESG with their respective clients
  • Senior stakeholders established as ESG ambassadors for the business
  • Alignment with the ESG position of the Group and SWMI

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