NEI Investments overcame the challenge of negative brand perception and declining sales caused by the belief that its funds were underperforming. By repositioning the brand to emphasize both responsible investing and financial performance, refreshing its messaging, and implementing a strategic advertising approach, NEI successfully reshaped advisor sentiment and strengthened its market presence.

A Canadian financial institution faced declining sales due to misalignment between teams and ineffective sales tactics. To resolve this, a sales enablement program was launched, integrating client research, a contact management platform, an automated client journey, and a unified go-to-market strategy. These solutions streamlined operations, improved messaging consistency, and boosted engagement and sales performance.

Qtrade struggled to stand out in a competitive market and faced brand confusion with Questrade. To bridge the comprehension gap among experienced traders, we launched The Qfactor campaign, positioning Qtrade as the premier choice for sophisticated investors. A full-funnel media plan combined digital placements with high-impact activations—such as airport and golf course takeovers—to boost awareness and conversions.