Effie Worldwide


Financial products and services including: communications promoting overall image and capabilities of a financial institution; specific products or services including financial planning, retirement funds, investment, home banking, loans, mortgage, mutual




The Power of SHE

Companies with women in leadership perform better, but women are underrepresented. On International Women’s Day 2017, State Street Global Advisors placed Fearless Girl in New York’s financial district to ignite a conversation about the power of women in leadership. She generated over a billion impressions on Twitter in the first 12 hours. In three days she drove average daily trading volume of the SHE fund up 384%. 

  • Brand: State Street Global Advisors
  • Client: State Street Global Advisors
  • Agency: McCann New York

We Can Help You Plan For That

This is the story of a Great American Business becoming a Great American Brand. The challenge was to establish Principal as a brand of choice and make sizeable awareness gains against higher-spending competitors. In a category marked by high inertia, we had get people to relate. In the end, Principal became one of America’s most liked financial firms. With double digit awareness lifts and one of the highest affinity scores in the category, we surpassed every goal – proving the power of planning for life as it actually is.

  • Brand: Principal Financial Group
  • Client: Principal Financial Group
  • Agency: TBWA\Chiat\Day Los Angeles

Ask Questions, Be Engaged, Own Your Tomorrow

For over 40 years, Schwab has been disrupting the industry by making investing more accessible. But using advertising to convince people to switch to Schwab has been challenging since most investors assume switching firms isn’t worth the trouble, because they think all are the same. Schwab launched a campaign provoking investors to ask questions about the management of their money with ads that humorously poke the broken industry. New accounts increased 49% and new assets increased 56%. And their ads scored higher than all competitors at lifting Impression and Consideration.        

  • Brand: Charles Schwab
  • Client: Charles Schwab
  • Agency: Mekanism
2017_na_2017_e-1880-137_hero_1 OppenheimerFunds The Optimist Index
2016_na_2016_441223_hero_1 Charles Schwab The Schwab Guide to Moving On
2016_na_2016_438447_hero_1 Citizens Bank Lighten Your Loan


To browse winners in this category from previous years