Northern Trust

Client Goal

The Northern Trust Corporation is an American international financial services company headquartered in Chicago, Illinois. The company was looking to build a marketing and target audience prospect tool.

Solution

Intersog built an educational and engaging marketing and prospecting tool that casts a wide net to wealth minded individuals and helps to qualify a target prospect; those with 10+ million dollars to invest.  Thru the division of life-style choices:  family, philanthropy, lifestyle and capital assets, this dynamic iPad app sets the user thru a path of interactive content to provide advisement and insights on managing their wealth assets.  With quizzes, Q&A's, contact the experts and other features, Northern Trust is collecting valuable data thru the usage analytics tools as well as a user registration process that prompts user to provide additional details to help deliver the right content to them.

Functional Features

• Encrypted, secure data transfer; registration, login/authentication with user profile and preferences
• Interactive education for a life driven approach to wealth management
• Access to articles, images, toolkits, bookmarks, favorites, checklists, quizzes, videos and podcasts delivered to the iPad thru a robust web-based CMS managed by Northern Trust
• Retirement Calculator
• Advanced search functionality
• CMS allows for formatting, uploads, publish/expire data parameters, changing of category names and much more

Tools/Platform

Objective-C, LAMP based CMS, Omniture SiteCatalyst analytics

Benefits

• Educates the target audience and others
• Thru analytics drills into the likelihood of user being a target prospect
• Enables Northern Trust to personalize content based on the user responses and app interactions
• Northern Trust can cast a wide net to a broad user base with low cost and high effectiveness