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Lombard Odier: Ostriches and Eagles - Creating new IP for a new age of investment

Case Study • APG (UK), Bronze, 2021

Lombard Odier, a global bank, launched a worldwide campaign to set the agenda by giving business a fresh way to think, talk and act on the question of sustainability.

Motilal Oswal: Skin in the game

Case Study • YouTube Works for Brands, India, 6-Second Storytelling, 2021

Motilal Oswal, a financial company, launched 40-second videos and 6-second bumper ads on YouTube in India to remind its target audience about the important of good quality equity investments.

European Investment Bank: Climate Solutions – Actionable climate expertise for every citizen

Case Study • SABRE Awards, IN2, EMEA, 2021

The European Investment Bank, a banking brand, launched Climate Solutions to reinforce that long-term investment and personal lifestyle choices needed to be directed at 'building back better' for a future where climate change could improve.

Business Mauritius: When businesses harness citizen support to influence Government's pension policy

Case Study • SABRE Awards, Africa, 2021

Business Mauritius, a coordinating body for businesses, raised awareness of a damaging change to Mauritius's pension policy among the public by launching a content series and platform that encouraged debate on issues of national interest.

Financial Awareness: Financial fairness

Case Study • Cannes Creative Lions, Shortlisted, Creative Strategy Lion, 2021

BMO Harris Bank, a financial services brand, increased brand favourability in the US by launching a series of videos that showed how a lifetime of negative stereotyping inhibits a woman's confidence with money.

Calastone: Fund Flow Index Media Performance

Case Study • SABRE Awards, EMEA, Diamond, 2021

Calastone, a global funds network, established a monthly index, made up of proprietary data analysis, which records UK investment flows, and maps UK investor sentiment into a range of fund strategies and asset classes.

Vanguard: V for Value

Case Study • WARC Awards for Effectiveness, Entrant, Instant Impact, 2021

Vanguard, an investment management company, increased its number of clients in the UK by championing that anyone can use its service.

TD Ameritrade: Education hub

Case Study • WARC Awards for Effectiveness, Entrant, Customer Experience, 2021

TD Ameritrade, an American online discount brokerage, increased engagement and created accounts through an education advertising campaign.

TD Ameritrade: A Taste of the Futures

Case Study • WARC Awards for Effectiveness, Entrant, Collaboration & Culture, 2021

Financial broker, TD Ameritrade, tackled the misconception that futures trading is overly complicated to grow its accounts in the USA.

The Big Exchange: Make money count for more

Case Study • WARC Awards for Effectiveness, Entrant, Brand Purpose, 2021

The Big Exchange, a platform offering actively managed funds for everyone to invest in, launched a campaign in the UK to encourage people to use its service.

Calvert Research and Management: Teaching advisors to fish with ESG

Case Study • WARC Awards for Effectiveness, Entrant, Business-to-Business, 2021

Calvert Research & Management, an asset management firm, used a content-first marketing strategy in the United States to establish itself as a leading responsible investing resource and prepare financial intermediaries for imminent industry change.

State Street Global Advisors: Uncovering the middle bias

Case Study • WARC Awards for Effectiveness, Shortlisted, Business-to-Business, 2021

Asset manager State Street Global Advisors used a long-form online video broken into several teasers to attract institutional investors and financial advisers to MDY, its mid-cap Exchange Traded Fund.

The most awarded work for effectiveness

Rankings • Rankings Articles, April 2021

A summary of the most awarded campaigns for effectiveness for 2020, compiled using our rankings methodology, but not ranked.

Nuveen: Rerank the Rich

Rankings • WARC Effective 100, 2021

Nuveen, an asset management firm, joined with publisher Forbes to re-rank its Forbes 400 list of billionaires to reclaim its leadership of the responsible investing space in the US.

Key: The Key to Your Better Retirement

Case Study • DMA (UK), Silver, 2020

Key, a retirement finance company, used social proofing and local data to target over 55s in the UK and show them how many of their neighbours were already benefiting from expert advice.

Invesco: Times Change

Case Study • DMA (UK), Silver, 2020

Invesco, an investment management company, increased brand familiarity in the UK by launching a platform that showed how learning from the past leads to a better future by reinventing classic artworks.

Nuveen: Rerank the Rich

Case Study • Ellie Gogan-Tilstone, Kate Thuma, Annabelle Butler, WARC Media Awards, Grand Prix and Successful Sponsorship Award, Effective Use of Partnerships and Sponsorships, 2020

Asset management firm Nuveen joined with publisher Forbes to re-rank its Forbes 400 list of billionaires to reclaim its leadership in the responsible investing space in the US.

WA Super: Super is Boring

Case Study • APG (AUS), Creative Strategy Awards, Bronze, 2020

WA Super, a superannuation fund, kickstarted a conversation about the 'boring' topic of superannuation in Western Australia and encouraged more people to engage with their superannuation fund with the campaign Super is Boring.

TD Ameritrade: Leading the next generation of US stock trading

Case Study • SABRE Awards, APAC, Corporate Media Relations, Gold, 2020

TD Ameritrade, a financial services company, reinforced its presence in Hong Kong and Singapore by creating client and media engagement programmes.

BlackRock: A Better Financial Future for Mexicans

Case Study • SABRE Awards, LATAM, Practice Area, Gold, 2020

BlackRock, an investment management company, developed a multi-stakeholder approach to improve public perception and reach influential journalists across Mexico.

BlackRock: Samantha Ricciardi - CEO of the Year

Case Study • SABRE Awards, LATAM, CEO of the Year, 2020

Samantha Ricciardi, CEO of investment management company BlackRock, increased her visibility as a leading female CEO in Mexico by launching a program that had her featured in over 88 media stories promoting the brand and its vision.

Fidelity Stocks & Shares ISA: How Fidelity won minds by appealing to hearts

Case Study • IPA (UK), Entrant, IPA Effectiveness Awards, 2020

Fidelity, an investment management service, increased relatability among consumers in the UK by creating an emotion-led TV campaign that followed a Fidelity family.

Association of Mutual Funds in India: The path to purchase Mutual Funds

Case Study • Arabinda Ghosh, Roopam Garg, WARC Awards for Asian Strategy, Entrant, 2020

The Association of Mutual Funds in India (AMFI) ran a hyper-targeted digital campaign, using proprietary data to categorise and track users from awareness to conversion, in order to attract new investors and increase its audience.

FOSUN BFC (Bund Finance Center): Wonderland of The Lights

Case Study • Baris Gencel, WARC Awards for Asian Strategy, Entrant, 2020

International investment company Fosun Group repositioned itself using social media, influencers and an outdoor light festival in a campaign to support the opening of the Bund Finance Center (BFC), where its headquarters were situated, in Shanghai, China.

AMFI: Corporate Reputation

Case Study • Lavanya MN MN, Shaziya Khan, Rishabh Parikh, WARC Awards for Asian Strategy, Entrant, 2020

Non-profit organisation, the Association of Mutual Funds in India, drew on the power of peer reassurance to encourage wary Indians to place their trust in investing.

Drivers of change: Part of the Marketer's Toolkit 2021

Article • WARC Exclusive, November 2020

Part of WARC’s Marketer’s Toolkit 2021, this data report, based on a survey of client and agency-side executives, looks at near-term trends in six key areas, following the STEPIC methodology.
Global Ad Trends: Ad Investment 2021/22

Data • James McDonald, Cinzia Petio, Rob Clapp, WARC Data, July 2021

This report summarises the latest research from WARC's Data platform, with a focus on advertising investment by market, media, format and product category this year and next. Key findings include:
What's working in banking

Article • WARC Category Intelligence, March 2019

Global strategies, campaign updates and trends in the banking category.
What's working in insurance

Article • WARC Category Intelligence, November 2019

Global strategies, campaign updates and trends in the insurance category.
Mastercard’s four trends that will frame 2021

Article • Brian Carruthers, Event Reports, CES 2021, January 2021

The Harris Poll, the research firm, teamed up with payments brand Mastercard to look at what the post-pandemic future might hold for digital commerce and the payments category in the US.
What we know about digital payments

Article • WARC Best Practice, December 2020

Looks at how digital payments are evolving and growing with the rise of ‘super apps’, which bundle logistics, commerce, payments and social, and mobile payment platforms.