Claim Architecture
Institutional rigour, made accessible — proof built on 30-year performance record
Core positioning claim module anchored to verified 30-year risk-adjusted return data. Evidence modules include client retention rate, allocation methodology, and third-party performance verification. Compliance layer embedded at module level for FCA and MiFID requirements.
Communication Layer
Four concern archetypes — Wealth Preservation, Growth, Legacy, Liquidity Events
Each archetype has a dedicated module stack assembled for advisor conversation, digital onboarding, email, and event formats. Same claim and evidence modules underpin all four stacks. No module rebuilt per archetype — only selection logic differs.
Behavioral Impact
Discovery meeting booked within 30 days; AUM transfer proposal requested within 90
Three behavioral stages defined: awareness → discovery → mandate transfer. Each stage mapped to a module sequence and measurable trigger. Conversion rates tracked by archetype with automated advisor prompts when module engagement signals readiness.
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Outcome: Discovery meeting conversion rate increased 38% within 6 months. Average time from first contact to AUM transfer proposal reduced from 11 weeks to 6.5 weeks. 84% of advisors reported the modular message architecture "made complex concepts immediately accessible." Content production cost reduced by 41%.