Business Challenge: GlobeOp, a hedge fund technology software platform, was on a mission to rise above its competitors. Not by its technology alone, but by the differentiating style and tone of its brand. The Annual Report, usually a template design filled in every year, was actually a potentially influential vehicle not just to impress with the numbers, but to make an impression of a strong brand. 
Target:
Financial investors, with focus on hedge fund market
Customer Insight:
Investors are people, too, with real human needs beyond finding the numbers. The think more positively, confidently about companies they choose to invest in when they emotionally feel — not just read about — a brand’s innovation and strength.
Strategy:  Position GlobeOp as the
 “Be Confident” technology — and brand.
Creative Solution:
Create an annual report to amplify the “Be Confident” message to clients, investors and the world. 
Business Value:
Helped grow AuA 71% to $187 billion, revenue 41% to $221.3 million, stock value 142%, leading to $1 billion acquisition.

To set up a meeting and learn more, contact janzlotnick@gmail.com

To set up a meeting and learn more, contact janzlotnick@gmail.com