Envestnet’s Ingenious New Marketing Campaign with Mary Ellen Dugan

Mary Ellen Dugan is the Chief Marketing Officer at Envestnet, a financial service company that empowers advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.

Doug and Mary Ellen talked about Envestnet’s creative marketing campaign that meshes a beloved money-loving cartoon character with planning and investing in an informative way.

They also discussed:

  • Where the idea came from and how they got approval to run it
  • What is was like working with Paramount and Nickelodeon
  • This being a sequel or a stand alone for the next evolution of Envestnet
  • The current response to the campaign
  • The Intelligent Financial Life and what advisors and clients receive
  • How Envestnet thinking outside the box will attract others in the industry to do the same

Resources: Envestnet Intelligent FInancial Life