Bringing to life the power of independence.
With over 200 financial advisors across the UK, Chase de Vere prides itself on offering expert, professional and award-winning financial advice.
The Challenge
Ensuring that Chase de Vere’s identity aligns with their highly regarded reputation and effectively supports their endeavours, whilst developing innovative and expert messages.
Delivery
Proteus have worked with the Chase de Vere team to produce a suite of internal and external communications to inspire, motivate and engage audiences, align with their purpose and reflect the organisation they truly are. A suite of collateral to support their experts and sales teams, including Volatile Markets and Road to Retirement guides.
A package of Financial Education Service tools and materials so the sales teams can engage with businesses to help employees understand how to manage their finances and prepare for life events. Internal communications to help engage Chase de Vere employees, understand what impact they have on customers and what they can do to improve their relationships.
