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Pitch won by: Mindgruve


Pitch

PITCH

Agency of Record

TargetSUMMARY | About this pitch

United Capital Financial Advisors has selected Mindgruve as its agency of record following an informal review. The wealth management company previously worked with Dallas-based agency 70kft. Founded in 2005, United Capital operates more than 80 offices nationwide with over $19 billion in assets under management.

The scope includes research, branding, advertising, communications plans, content development, website and app development as well as SEO optimization.

New creative will launch next year aimed at increasing awareness both from a B2C and B2B perspective.
United Capital promotes what it calls the "the bionic advisor" that combines technology with in-person consultations. This year the company upgraded its digital platform to improve transparency and give clients more decision-making power, according to a company statement.

Client CLIENT | United Capital's Customer Analysis


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