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Wealth Management Firm Invests in a Digital Client Experience

Wealth management group Garrison Murphy Wealth Management (GMWM) has a fiduciary duty to their clients to provide transparency in their investment and wealth management services.

One of the ways they are delivering on that promise is by engaging with their clients via iPads that securely display all aspects of their financial life. This custom-branded iPad with GMWM’s logo serves as a communication tool through which GMWM can deliver advice, content and services. Clients can view and access their financial data and important documents in real time and securely transmit, store and share documents with interested parties.

This open-architecture approach has allowed the firm to break away from traditional, time-intensive quarterly or semi-annual meetings and to foster collaboration between the firm and clients. By going digital, GMWM has seen cost savings from the elimination of printing, binding, and physical storage of paperwork.

“It has been a pleasant experience to work with FUSION OF IDEAS,” said Nickole Garrison, GMWM Vice President and Chief Client Officer. “Until we connected with them, we were unable to find a company who could do the custom etching on our clients’ iPads. FUSION OF IDEAS was not only able to do the etching, but they also helped us find a solution for the custom packaging we were in search of for the iPad boxes.”

GMWM, we are honored to be a part of your digital transformation.

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Custom-Branding Beyond Phones and Tablets

Think beyond traditional mobile devices for branding. Pictured here: Fujifilm Instax Cameras

Businesses are increasingly finding value in custom-branding mobile technology. Branded technology can be used as: 

  • a marketing tactic to elevate brand equity;
  • employee rewards or as gifts to clients and vendors;
  • a theft deterrent for company devices by having the company logo printed on them.

As one of our core services, customization is our business. We have partnered with more than 2,000 brands to create customized solutions, with phones and tablets being the most popular tech devices for custom branding. In the past few years, mobile accessories – such as device cases, speakers and headphones – have gained traction, particularly during the gifting season.

Our capabilities do not stop there. With laser etching, color printing and StealthArmor (our proprietary protective film) solutions, there is no limit to what we can customize. New products present different specifications, dimensions and materials, making for an exciting challenge for our design and production teams.

As people and businesses continue to move toward mobilization and personalization, we challenge you to think beyond traditional mobile devices and see how customization can take your business to the next level.

Amazon Echo Show
Amazon Echo Show
JBL Flip 4 and Clip 3 Bluetooth speakers
JBL Flip 4 and Clip 3 Bluetooth speakers
Google Home
Google Home
YETI Hopper personal cooler and Rambler wine tumblers
Amazon Echo Dot and urBeats3 by Dr. Dre earphones
Amazon Fire TV Cube
Amazon Fire TV Cube
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DCS Promotion Ends Jan. 31

Do any of these apply to you or your business?

*You have field employees and need a mobile solution that offers real-time, two-way communications.

*You have an e-commerce company and want to boost your online presence.

*A trade show or special event is coming up and you are seeking a user-friendly mobile application to share relevant content with attendees.

*Your business needs an app solution for information sharing that doesn’t break the bank.

 

If you said yes to any of the questions above, our Dynamic Content System (DCS) is for you. Take advantage of our half-off promotion for DCS application development. We proudly build all of our applications in-house at our Lake Forest headquarters, and when you work with us, there are never hidden charges. Contact us today to find out how this content delivery solution can enhance your business. Special pricing ends Jan. 31.

Contact us today to get started or email our app development team for a live demo.

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And That’s a Wrap!

From Apple Watch and Apple gift cards to Amazon Show, Bose Quiet headphones and Yeti coolers, we saw an array of corporate gift requests come through over the holiday season. On top of brand customization, businesses opted to add extra touches such as personalized gift tags, custom set-up boxes and custom gift wrap to create a memorable unboxing experience for the recipients.

  • A custom sleeve is the most popular custom option for corporate gifts as they are precisely cut to fit snugly over the original manufacturer packaging. Sleeves are customized using our color printing process and come in various finishes, including matte, satin, UV glass or spot gloss.
  • Custom gift wrap is individualized with the company logo or artwork. Each piece of gift wrap is precisely cut to the perfect size for the gift, which is hand wrapped and finished with a matching bow.
  • And finally, custom set-up boxes have become the standard for the ultimate, executive-level gifting experience. Creating a luxurious unboxing experience for a single device or for neatly housing multiple products, each set-up box is custom designed according to the device(s) size and company brand.

Check out a few highlights from our 2018 Corporate Gifting Program:

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Bowl Swag for the Books

Bowl games have a long history of making the holiday season merrier and brighter for college football fans, especially when your team is in the playoffs. For the players involved, there is a great sense of pride that comes with playing in the biggest game of the season. And of course, there is bowl swag.

The Pac-12 Conference events team partnered with FUSION OF IDEAS the last two football seasons to create memorable gifts for the Pac-12 bowl teams as a reward after a long season of hard work. Both years, the gift of choice was a customized Apple TV gift set that included a fully branded Apple TV, remote, and iTunes gift card, which were shrink-wrapped and packaged with coordinating crinkle paper inside a customized Pac-12 shipping box.

The one-of-a-kind gift, which took a popular Apple technology and made it personal with custom branding and packaging, was a unique and thoughtful way for the Pac-12 organization to show appreciation to the players.

Playing the most important game of your season is already a dream come true. Add in cool free stuff and it’s easy to see why athletes love this time of year.