Case Study

Derivaty had developed Wealth Defender to meet a pressing need among registered investment advisors (RIAs): an intuitive solution for managing risk in stock positions without compromising potential gains. However, translating the technical intricacies of options overlay strategies into accessible, persuasive messaging proved challenging. Additionally, as the product was launched in partnership with Halo Investments, creating a seamless and compelling co-branded experience was critical. Derivaty needed a partner who could ensure their product resonated and stood out in a competitive investment industry.

Derivaty enlisted Hausbrand to craft a comprehensive strategy for the Wealth Defender microsite. Hausbrand meticulously developed the brand strategy, creative direction, marketing messaging, and graphic design needed to introduce Wealth Defender’s unique value to RIAs. They designed a product-specific experience that was both visually dynamic and easy for advisors to navigate. Hausbrand also created a detailed brand and messaging guide for Halo’s sales team to maintain consistency when engaging with advisors, ensuring every interaction reflected the product’s attributes and capabilities.

The Wealth Defender microsite successfully communicated the product's unique investment approach, simplifying the complex concept of options overlay solutions for RIAs. The co-branded experience strengthened Derivaty's market authority, establishing it as a trusted provider of customized financial strategies. The brand and messaging guide equipped Halo’s sales team with the tools to confidently engage with advisors, fostering meaningful conversations and generating interest in Wealth Defender.