Trusted by leaders from
Trusted by leaders from
In wealth management brands don't win by shouting, they win by being consistently right. This case study outlines how The Data Duck transitioned 360 ONE from standard social management to a comprehensive narrative system.
In wealth management brands don't win by shouting, they win by being consistently right. This case study outlines how The Data Duck transitioned 360 ONE from standard social management to a comprehensive narrative system.
INDUSTRY
Wealth Management
ROLE
Omnichannel Strategy & Content Systems
YEAR
2024 - Ongoing
WEBSITE
The challenge: operating in a system where trust compounds slowly
The challenge: operating in a system where trust compounds slowly
The challenge wasn't visibility, it was orchestration across platforms, moments and mindsets.
The challenge wasn't visibility, it was orchestration across platforms, moments and mindsets.
The paradox of scaling sophistication
The paradox of scaling sophistication
"How do you stay relevant and credible without becoming loud, generic, or fragmented?"
"How do you stay relevant and credible without becoming loud, generic, or fragmented?"
Specific Objectives
Specific Objectives
Manage social media without reducing brand to “content”
Manage social media without reducing brand to "content"
Speak to different funnel audiences without dilution
Build long-term IP, not just campaigns
Ensure consistency across social, microsites, and events
Track performance beyond vanity metrics
From service provider to systems architect
From service provider to systems architect
We were engaged not merely to manage a publishing calendar, but to design a narrative system.
We were engaged not merely to manage a publishing calendar, but to design a narrative system.
Phase 1: The Architecture of narrative lanes
Phase 1: The Architecture of narrative lanes
Defining strict narrative lanto prevent internal cannibilization - leadership and platform roles defined so all touchpoints work as one system.
Defining strict narrative lanto prevent internal cannibilization - leadership and platform roles defined so all touchpoints work as one system.
Phase 2: Social media is a reputation surface
We do not manage a calendar. We manage a surface for reputation.
We do not manage a calendar. We manage a surface for reputation.
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Insight-led
Designed in Neue Haas Grotesk Display - with content built for private peer-sharing.
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Insight-led
Designed in Neue Haas Grotesk Display - with content built for private peer-sharing.
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Insight-led
Designed in Neue Haas Grotesk Display - with content built for private peer-sharing.
1
Insight-led
Designed in Neue Haas Grotesk Display - with content built for private peer-sharing.
1
Insight-led
Designed in Neue Haas Grotesk Display - with content built for private peer-sharing.
2
Leadership anchors
Leadership-led narratives designed to build long-term credibility.
2
Leadership anchors
Leadership-led narratives designed to build long-term credibility.
2
Leadership anchors
Leadership-led narratives designed to build long-term credibility.
2
Leadership anchors
Leadership-led narratives designed to build long-term credibility.
2
Leadership anchors
Leadership-led narratives designed to build long-term credibility.
3
Platform specificity
Platform specificity was maintained: LinkedIn (professional) vs. Instagram (lifestyle).
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Platform specificity
Platform specificity was maintained: LinkedIn (professional) vs. Instagram (lifestyle).
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Platform specificity
Platform specificity was maintained: LinkedIn (professional) vs. Instagram (lifestyle).
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Platform specificity
Platform specificity was maintained: LinkedIn (professional) vs. Instagram (lifestyle).
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Platform specificity
Platform specificity was maintained: LinkedIn (professional) vs. Instagram (lifestyle).
Phase 3: Intellectual property as an asset class
Creating owned properties that compound in value over time.
Creating owned properties that compound in value over time.
The Shift
Positioning 360 ONE not just as a participant, but as a curator of the wealth conversation.
Phase 4: Microsites as nodes of engagement
Phase 4: Microsites as nodes of engagement
Microsites act as integral nodes for high-intent audiences, free from algorithm interference and allowing for deep-dive storytelling.
Microsites act as integral nodes for high-intent audiences, free from algorithm interference and allowing for deep-dive storytelling.
Phase 5: Full-funnel engagement design
Phase 5: Full-funnel engagement design
A systematic approach mapping content to the customer journey.
A systematic approach mapping content to the customer journey.
The ecosystem in action
The ecosystem in action
A coherent, omnichannel brand presence where distinct narratives are separated without fragmentation.
A coherent, omnichannel brand presence where distinct narratives are separated without fragmentation.
Measuring the intangible
360 ONE's communication now behaves exactly like its business: measured, intelligent, and quietly confident.
360 ONE's communication now behaves exactly like its business: measured, intelligent, and quietly confident.
Managing meaning, not just social
Managing meaning, not just social
The Data Duck Methodology
The Data Duck Methodology
"In high-consideration categories, clarity isn't a creative choice. It's a business advantage"
"In high-consideration categories, clarity isn't a creative choice. It's a business advantage"
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System Design
We design systems, not just content.
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System Design
We design systems, not just content.
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System Design
We design systems, not just content.
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System Design
We design systems, not just content.
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System Design
We design systems, not just content.
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Orchestration
Omnichannel is an orchestration problem, not a distribution problem.
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Orchestration
Omnichannel is an orchestration problem, not a distribution problem.
2
Orchestration
Omnichannel is an orchestration problem, not a distribution problem.
2
Orchestration
Omnichannel is an orchestration problem, not a distribution problem.
2
Orchestration
Omnichannel is an orchestration problem, not a distribution problem.
3
Strategic Moats
IP creation is a defensive business asset, not a marketing add-on.
3
Strategic Moats
IP creation is a defensive business asset, not a marketing add-on.
3
Strategic Moats
IP creation is a defensive business asset, not a marketing add-on.
3
Strategic Moats
IP creation is a defensive business asset, not a marketing add-on.
3
Strategic Moats
IP creation is a defensive business asset, not a marketing add-on.
We give brands absolute clarity and build the tech, design, and growth systems that unlock their potential
We give brands absolute clarity and build the tech, design, and growth systems that unlock their potential
We give brands absolute clarity and build the tech, design, and growth systems that unlock their potential
We give brands absolute clarity and build the tech, design, and growth systems that unlock their potential
We give brands absolute clarity and build the tech, design, and growth systems that unlock their potential
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