https://productandmarketing.com/portfolio daily 1.0 2025-03-31 https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/fb15a0e5-a412-4a2a-bd4a-241f27001222/NC_white+turtleneck.jpg https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/0692c0d6-81b5-44f9-a1ab-0d1b5256abbc/white+2000+1100.png Portfolio https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/883360ff-d2db-477c-adeb-135f39fcd4d1/pr+1+2000+1100.png Portfolio https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/ed3d42b4-5370-466d-8d52-b01b8c6af0d2/apple+logo+1.png Portfolio https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/c58bb723-0378-4921-9002-e46c1b81542b/ml+2000+1100.png Portfolio https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/fe985961-441d-49c6-9813-a41f0e972c7f/white+2000+1100+2.png Portfolio https://productandmarketing.com/portfolio/cantstopcampaign monthly 0.5 2023-09-15 https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694472158394-JR7FAMR5ASN5E5V2WS1Y/Screenshot+2023-08-28+at+11.53.42+AM.jpg Portfolio - CAMPAIGN: Can’t Stop - Can’t Stop * A multi-channel marketing campaign promoting multiple products and digital experiences https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/eeb985e0-777c-4a15-905c-41caf8ffdd86/erica+-+has+your+back+247+1.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/6839383b-7e5b-4dfc-9251-32023bc1235a/erica+-+back+247+coffee+shop.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/c9e0dcc6-dbd4-435b-a222-67a5cb8066a9/erica+-+ez+to+stay+on+top+fall.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/6ac1c4e6-c3a8-4ea3-b13a-71dec5d0da4c/Digital+Tools+CSB+LP.png Portfolio - CAMPAIGN: Can’t Stop - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/f94e713f-50ea-4538-b7f3-772dbf2040fc/rewards+-+personalized+-+2.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/9c385b96-715e-4e05-8ef6-522694b07d07/rewards+-+personalized+-+dinnerware.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/18464951-681c-44a4-8f59-3269e700ef08/rewards+-+personalized+-+ov+big+card+shot.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/4e17a887-6446-4f04-9df5-496998d1c5e0/Rewards+-+Personalized+-+gym.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694799106833-BAZOW6GV5XSNVKXD8HL5/Rewards%2B-%2Bpersonalized%2B-%2Bgift%2Bgiving.jpg Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694798421192-TPQTKUYZW8OQVR4BVWUT/z+csb+print+3.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694798422842-Z3J8AAUWDB12HFT00R2B/z+csb+print+1.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1565ddf8-20d2-4f25-92d8-82bca3d65cb1/z+csb+bus.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694797435390-Z3YJFTHW3EBTD08H0N5N/z+csb+lp+1.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694797434602-PGP8VE97GP79GW87391V/z+csb+lp+3.png Portfolio - CAMPAIGN: Can’t Stop https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694797435843-VQCKFVESR6SLM10OLPHV/z+csb+lp+2.png Portfolio - CAMPAIGN: Can’t Stop https://productandmarketing.com/portfolio/aiassistant monthly 0.5 2024-01-30 https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694460761188-VCRL2SBXW2F8XB9E4AGX/ERICA%2BLP%2B1.jpg Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694460801375-9O4FCOU5O1XPGEA7FF1W/ERICA%2BMATRIX.jpg Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694460844650-SVAKDTL6LD8PPKO6NR0S/ERICA%2BLP%2B2.jpg Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694460881626-PI7LRQ9FU8H16XIY9MFL/ERICA%2BLP%2B3.jpg Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/6839383b-7e5b-4dfc-9251-32023bc1235a/erica+-+back+247+coffee+shop.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/eeb985e0-777c-4a15-905c-41caf8ffdd86/erica+-+has+your+back+247+1.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/ad2e0a30-4193-40b2-9fb8-048a377c1f09/erica+-+ez+to+access.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/c9e0dcc6-dbd4-435b-a222-67a5cb8066a9/erica+-+ez+to+stay+on+top+fall.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/8a9365f4-b1e6-43c2-b316-b29209c625c7/erica+-+feature+play+fico.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/43b43af1-45ac-4271-8bae-17d62fcffb3b/erica+-+answers+all+in+1.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/49fbacd2-0bf6-41d0-94e7-eaba4323846f/Erica+-+mobile+search+made+smarter+1.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/279242ea-c5d6-418e-9d7a-a98bbf060431/erica+-+mobile+search+tgiving.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/b5e354ae-f3f5-40c8-8fcc-878d50377e07/erica+-+product+view+app.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/cf017d5d-eea4-45da-82f3-cd144bc9a3f6/erica+-+questions+o.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1fd8cd56-1045-46c9-bfa1-a16ebd42c71e/erica+-+meet+your+virtual+fin+asst+1.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/a6fbb0b6-25ce-444d-96d5-ac01b1de92e3/erica+-+looks+out+for+you+1.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1fd8cd56-1045-46c9-bfa1-a16ebd42c71e/erica+-+meet+your+virtual+fin+asst+1.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant - Erica is the most advanced and most widely used A.I.-powered virtual financial assistant Erica helps you stay on top of your finances 24/7 with proactive insights and guidance that help you stay on track and avoid surprises. Problem Solved: Giving users an easy, smart, and proactive way to stay on top of their financial life in less time and without having to think about it Company x Product Brand tie-in: Gives users the power to_ stay on top of their money • (Company Brand Positioning: What would you like the power to do?) https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/2e0ebd2c-85a5-4e40-af62-7e2047bf6fa0/Screenshot+2023-08-03+at+4.51.41+PM.jpg Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/a6fbb0b6-25ce-444d-96d5-ac01b1de92e3/erica+-+looks+out+for+you+1.png Portfolio - The most advanced and widely-used A.I. Virtual Financial Assistant - RESULTS 0 to 33 Million users 0 to 1 Billion requests Interactions up almost 100% year over year 98% of users able to find information needed without a call 90% of users saving time and money $175M in efficiency and cost savings Awards: Outstanding Customer Satisfaction for Financial Health Support (J.D. Power) Awards: Model Award for Customer Engagement (Celent) https://productandmarketing.com/portfolio/matchmakingapp monthly 0.5 2024-01-19 https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/dd81444d-e3f7-46cd-b4b7-b21fe55d8d91/adv+match+main+pic.jpeg Portfolio - The smartest, industry-leading Matchmaking app - Advisor Match helps people stay on top of their finances by matching them intelligently to Advisors in 3 easy steps. Advisor Match is like the eHarmony of Finance, a matchmaking digital tool that matches people to financial advisors that fit their preferences and needs across multiple dimensions — and easily start a conversation. Problem Solved: removes the intimidation and complexity in wealth building, and makes finding a financial advisor and starting the 1st conversation as easy as 1-2-3 Company x Product Brand tie-in: Gives users the power to_ stay on top of their money https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/cd8b492d-a622-4b67-9d79-411bf5178318/port_AM_123.png Portfolio - The smartest, industry-leading Matchmaking app - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/e9aa2536-4047-4891-bcd2-d137f27aa9a7/Advisor+Match+Landing+Page+2.png Portfolio - The smartest, industry-leading Matchmaking app https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1691943111665-ROIN1AP4AU0XPXSCIJO0/port_AM_1.png Portfolio - The smartest, industry-leading Matchmaking app - RESULTS 94% of users are extremely happy with their match, rating them at least 9 out of 10 100% increase in digital leads year-over-year Users have added $20M+ to accounts Award: Best Innovation: Consumer Finance (Global Finance) Award: World’s Most Innovative Bank (Global Finance), product cited as key factor https://productandmarketing.com/portfolio/setandtrackgoals monthly 0.5 2023-10-23 https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/d770ed45-eb6f-4530-b596-ad8210478506/Screenshot+2023-08-03+at+4.55.53+PM.png Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/22127e4d-66cf-440c-9cf4-83c1d89e36dc/LP+feature.png Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1691939008860-49L3C4713HIHAXHMO1XL/port_lp_mobile.png Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals - RESULTS 0 to 10 Million users 2.3M+ initiated leads generated (appointments) Users have added $55B to accounts Award: Best Digital Initiative, USA (Banking Tech) https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/6093a193-7d76-433a-b368-5ea92d93ecfa/life+plan+-+it+all+starts+with+a+plan+lp.png Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/087c482d-fb5d-4d37-be85-e46cfef97d8f/life+plan+-+create+your+own+-+hiking.png Portfolio - 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The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694711295108-5TAP13IUIFC1HN2296U2/z%2BLP%2Bmobile%2Bscreen.jpg Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1691937614596-S13XXAWAT6ML7RS208C3/port_lp_mobile.png Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694709228264-A0E92S7MZ63TLWGUFM95/PERSONALIZATION%252BOV.jpg Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694711492932-MTY509LJ2Z1KNR8DXYLA/z%2BLP%2Bmilestones.jpg Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694711194977-UH1HBCZCJ97VRGLKYCE0/z%2BLP-ipad-content.jpg Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1691937615654-KVZRWYG59O6OJC9DJEO8/port_lp3.png Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/1694711253911-0EOY1EJ34PLT9NOG3W2W/z%2BLP%2Bgamification.jpg Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals https://images.squarespace-cdn.com/content/v1/6386e45d64b2f06d744261a4/c0e2250c-5e50-4248-ba6a-ca3d150c13de/LP+-+gen+1.png Portfolio - The first-of-its-kind, personalized, A.I.-powered way to track and reach goals - Life Plan is an award-winning, personalized, A.I. powered way to set, track, and reach life goals Life Plan helps you set, track and reach the things they want to do in life — near- and long- term goals, based on life priorities, and better understand and act on steps toward reaching them. Uses AI, Gen AI, data insights, and customer behaviors to create a plan & schedule; and tailored content, tips, trends, recommendations, and rewards through distributed commerce and advertising partners. 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