Strategy & Insights

High-Net-Worth Loyalty program

Rewarding wealth management clients for their loyalty


This Fortune 100 Financial Services firm was looking for a way to differentiate themselves from competitors and reward their most loyal clients. They were also looking for opportunities to add value to this audience beyond traditional wealth management services.


Purpose Generation partnered with their private wealth marketing team to build on the existing program and develop a more robust client experience. Today, the program is tiered by wealth level and offers eligible clients access to exclusive partner offers and discounts from over 100 brands, as well as thought leadership content on topics such as healthy living, estate planning, and personal finance. Purpose Generation is responsible for developing all the content and creative for the program, including website, email campaigns, and marketing materials. We also contribute to regular client interviews and surveys to ensure that the program continues to respond to the needs and topics that are top of mind for this audience.