Nurture campaign for Fidelity

Introduction

Having the same fund manager successfully navigate the markets and grow a fund for over 20 years is a feat that few financial companies can talk about. At Fidelity, Ian Spreadbury did just that.

Subsequently, they asked Big Rock to deliver a creative campaign that celebrated the on-going success of their fund, and the man behind it.

The Challenge

Our challenge was to leverage the fund’s 20th birthday to promote its performance and strategy to new and existing investors.

The Execution

To do this, we combined an emotive, celebratory video style with an intelligent and stylish direct mail infographic to tell the success story of the fund while re-engaging their database.

The campaign was led by digital, email and DM, using Ian Spreadbury as a core asset to reflect the consistency of the fund.

The Results

The campaign achieved a 480% increase in engagement on their previous fund promotions, reaching a total of 20,000 people.