Strengthen your portfolio. Lower your costs.

What is an ETF and how can it help me? Like most of us, personal investors are turned off by dry, complex product information. For iShares by BlackRock, we made ETFs sound simple … and smart.

iShares Core Builder

What’s easier than answering 5 questions about your investment style? Getting an investment portfolio customized to your needs, so you can then email it to your financial advisor.

The iShares Core Builder made things so simple that 91% of all visitors who began the tool, completed it – which was 65% above our goal. And 15% of visitors investigated the results page further, which was 150% above goal.

We also developed emails, direct mail, and banner ads to drive financial advisors to the Core Builder.

Direct mail for top prospects

Creating the tagline for the iShares Core product was a big moment for our team. When we presented “Strengthen your portfolio. Lower your costs.” it was a clear winner.

Financial advisors engaged with our direct mail, and according to our clients, engagement was the highest they’d seen. The work proved that direct mail could play a generous role in the customer journey.