The Problem

SEI delivers investment solutions that connect the financial services industry. Decades ago, financial advice was all about recommending investment products. SEI’s unique approach, called Advice+, is all about helping people connect how they invest to why they invest. SEI has the advice and systems in place, but needed a trusted partner to bring Advice+ and its marketing campaigns to life. They also needed a partner who could help conceptualize, visualize, and create an animated video that told the Advice+ story.

The Solution

Partners for over ten years bringing new products, marketing campaigns, and ideas to life, O3 and SEI once again turned to collaboration. Recently helping to extend SEI’s corporate brand to new touchpoints, O3 worked closely with the internal advisor team on content strategy, storyboarding, design, and motion graphics. The result was a beautifully animated video that succinctly tells the Advice+ story while engaging and enticing new customers to contact SEI. Through this effort, we also provided the Advice+ marketing team with social media-ready assets to complement their campaigns. The final video may be viewed here.

6 weeks

Turnaround time

3 videos

Successfully produced