Best Investment Online Video

Trust Company of America (TCA) is the only independent Registered Investment Advisor (RIA) custodian offering fully integrated real- time technology, consultative services and back office support built exclusively for RIAs. TCA wanted to demonstrate the exemplary technology, services and non-competitive partnership that TCA offers to RIAs, and help RIAs understand the benefits of the TCA technology platform and how it can help RIAs streamline their operations and grow their business. Research showed that RIAs have significant influence over and by their peers, but do not necessarily want to get on the phone with a reference and ask about their experiences. So we enlisted the help of existing TCA clients who were willing to advocate for TCA, creating a series of video testimonials focusing on the business growth and increased efficiency these RIAs have been able to achieve, as well as the role that TCA has played in these successes. Sometimes the conversations focused on TCA’s powerful technology, but more often than not, they were also about the more intangible benefits of working with TCA Target Audience Registered Investment Advisors (RIAs)

Contributors:

Program Manager :	Melaina Johnson
Account Director :	Matt Smolenski
Art Director :	Ben Marhall
Associate Creative Director :	Geoff Eakin
UX Strategist :	Natalia Klishina

FACTION

Location: United States