T. Rowe Price Case Study

Developing the fund positioning, messaging and
collateral for UK wholesale and adviser sales

CLIENT FEEDBACK

"The fund messaging developed by White Marble has made a significant difference in our conversations with clients. We’ve had much better success with our presentations on stage and one-to-one, and can now back them up with fund literature and content to keep the conversations going." - Matt Jenkins, Head of Advisory and Strategic Partners

CHALLENGE

• To develop product positioning and messaging for UK markets
• To articulate macro stories and product benefits for advisers (not previously available in existing institutional marketing materials)
• To draft and produce a suite of fund sales materials for adviser and discretionary channels

SOLUTION

• Discover – investment team interviews, fund and competitor research to understand the approach and purpose of each fund
• Define – develop macro stories and articulate how to make the case for each fund to advisers and their clients; create a design framework for adviser communications
• Deliver – build impactful, client-centric adviser presentations, fund brochures and sales aids

SUMMARY

• Engaging messaging and materials to introduce and promote T. Rowe Price funds to advisers
• Project ran in parallel with development of corporate messaging and production of ongoing investment commentary

IMPACT

Strong fund messaging and library of fund sales materials, driving a strong improvement in adviser engagement

  • 14 Fund PPT decks
  • 18 Fund brochures
  • 18 Fund sales aids

Want to find out more?

Contact: Tom.Meadley@whitemarblemarketing.com