Personal capital, by real people

How do you break the perception that this finance-tracking app and wealth management service is just another robo advisor?

By featuring the people whose lives the company, and its human advisors and associates, have forever changed for the better. In an industry rife with jargon, accolades, and stats, it’s easy to lose the humanity at the heart of every financial journey. That’s why we let our clients and customers tell their own stories, in their own words.

In addition to providing organic content for social media and our website, we were also able to cutdown their endorsements into 15 and 30-second spots.

We drove interested viewers to an interactive hub of relatable stories from people who were once in their exact situation. Where other financial service firms will tell you all about how they are fiduciaries with their clients’ best interests at heart, we more than proved it by letting the people whose lives we’ve changed speak for themselves.