Iundf Media Impact for Swiss Life: "Asset management without clichés".

With Swiss Life Wealth Managers, the Swiss Life Group now offers private individuals comprehensive advisory services and individual asset management from a single source. The Zurich agency iundf Media Impact is accompanying the launch of the new offering with a broad-based campaign.

Swiss LifeSwiss Life Wealth Managers offers clients tailored advice and in-depth expertise in the areas of asset management, financial planning, taxes and retirement, so that they can plan their financially self-determined lives. In doing so, private individuals benefit directly from Swiss Life Asset Managers' more than 165 years of expertise in institutional asset management and investment competence.

The Zurich agency iundf Media Impact picked up on clients' need for individuality in advice and supported Swiss Life Wealth Managers with the launch as strategic lead agency. The launch campaign was implemented with various partners, including the Zurich advertising agency Inhalt und Form and the dialog specialists Dialogköpfe.

As the cornerstone for the launch of Swiss Life Wealth Managers, iundf Media Impact designed a comprehensive, cross-media strategy. All measures from market analysis, positioning and media planning to the implementation of out-of-home with posters, digital screens and megaposters as well as all online measures, display and social ads, SEA and website were developed by iundf Media Impact. Not only the advertising media play a major role, but also the content hub on the website including the documents to be ordered as well as the underlying customer experience technology are coordinated.

A special focus was placed on addressing the target groups individually along their customer journey. Potential customers are addressed at various offline and online touchpoints with appropriate topics, depending on the funnel stage from awareness to free initial consultation. Social lead ads and individual landing pages support customer-oriented, simple and fast registration options.

No clichés

The central idea and campaign created by the Zurich-based creative agency Inhalt und Form show that Swiss Life Wealth Managers does not offer prefabricated standard solutions, but rather asset management that is personally tailored to its clients. Swiss Life Wealth Managers' private asset management is therefore not about clichéd images of a financially secure future, but about individual ideas and self-determined goals.

Individual approach

With individualized direct mailings tailored to the target group, designed by the dialog heads, potential clients are provided with comprehensive information on topics such as pension gaps, early retirement and pensions or capital. The focus is on presenting the broad range of products and services offered by Swiss Life Wealth Managers and on establishing a dialog.


Responsible at Swiss Life Wealth Managers: Team Marketing Communications Swiss Life Switzerland, Team Swiss Life Wealth Managers. Lead agency responsible at iundf Media Impact: Sandra Fehr (Owner/CEO, Consulting Lead), Fabio Henggeler (Project Lead, Senior Digital Experience Consultant), Larissa Mörgeli (Senior Media Consultant), Marcel Bieri (Senior Media Consultant), Désirée Pranjes (Digital Media Consultant), Anna Gösling (Digital Media Consultant). Creative agency content and form: Karin Estermann (Executive Creative Director), Dominik Stibal (CEO), Paul Labun (Art Direction), Yannick Lippuner (Text), Manuel Schnoz (Art Direction), Michèle Weber (Polygrafin). Responsible at Dialogköpfe: Remo Bachmann (Creation, Partner), Claudia Le Flocq (Strategy and Consulting, Partner).

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