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Case Studies

Oculus in Action

Explore these real-life examples of how the Oculus engagement framework has been customized to our client’s needs to create unique solutions that have successfully delivered business results.

Energize Advisor Distribution

A revitalized advisor marketing program improves loyalty and retention, and increases sales among key advisor populations.

Streamline Participant Engagement

A differentiated participant engagement program increases sales opportunities and significantly reduces expenses across all market segments.

Reinvigorate DCIO Sales

An automated enterprise contact management system and tiered support program creates top-of-mind awareness among key specialty advisors and meaningfully increases asset flows.

Increase Managed Accounts Adoption

An expanded managed accounts and advisory services program, bolstered by improved plan sponsor support, drives increased customer adoption and retention, and grows assets under management.