Based on research conducted by Mackenzie Investments, we wanted to inform Financial Advisors that clients were looking for more Sustainable, Responsible, and Impact investing (SRI).
My task was to write a compelling B2B e-blast using our “together” branding. It consisted of five emails to each advisor but tailored for three different segments:
- Previously purchased Mackenzie SRI funds
- Never purchased any Mackenzie funds
- Purchased Mackenzie funds but NOT SRI
What’s more, for Advisors who had NOT previously purchased Mackenzie products, we also A/B tested both short and long (more informative) versions of the five emails.
NOTE: For simplicity sake, I’m only showing the long email versions for group 2) Never purchased any Mackenzie funds
