Oppenheimer Funds

Oppenheimer Funds
YEAR
2013
CLIENT
Oppenheimer Funds
With over $250 billion assets under management, Oppenheimer Funds is one of the world’s largest mutual fund brokers.
CHALLENGE Oppenheimer Funds sought to create relationships with a younger audience — a previously uncharted territory for the firm. To do so, Oppenheimer required an expert to bridge the gap to their younger audience, breaking away from the reputation of a “traditional” Wall Street financial institution. Enter Saul Tessler, who was tasked with creating a fresh, engaging and mission-driven digital presence.
WHERE KING’S CREST GLOBAL COMES IN In partnership with peers on the Digital Experience Team, Saul spearheaded the delivery of premier digital products to reach new audiences with specific emphasis on innovation, strategy and emerging platforms. Under Saul’s direction, the firm launched a new website to streamline communication with its audience. Saul and his team also created a mobile app that empowered clients to understand their investments through innovative data visualizations, providing them with an invaluable and cutting-edge digital experience.
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THE RESULTS
+$1B in sales Building and leveraging an engine to predict and act upon user behavior, Oppenheimer realized over $1B in sales throughout Saul’s tenure.
+ Awarded Kasina Group’s Best Financial Services Website Oppenheimer was awarded the Kasina Group’s Best Financial Services Website award in 2013 for its new website.
+ Proprietary Mobile App Custom mobile experience that empowered users with a better understanding of Oppenheimer’s product.
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“I worked with Saul for 3 years at Oppenheimer Funds and found him to be a professional, forward thinking co-worker. His perspective on all things digital opened the minds of others around him and helped inspire leading edge thinking across multiple groups.”
Kenneth W Kenneth W Global Head of Brand Activation at TIAA