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Pinnacle Asset Management — Action executive writing desk
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Brand Film

Pinnacle Asset Management

Client
Pinnacle Asset Management
Industry
Financial / professional services
Services
Video, Photography

Corporate brand film for Pinnacle Asset Management — professional portraiture and office environment for a financial services firm.

The brief was a merger announcement video — the firm was merging with a larger wealth management group, and the video needed to explain to existing clients what was changing and the benefit of it.

Given the client base — retirement assets and wealth management — the approach was built entirely around premium quality. Nothing about it could feel like anything less than trustworthy and buttoned-up.

The results were exceptional: a typical merger like this sees around 80% client retention; this one landed at 98%. A lot of that came down to how clearly the video conveyed the message and how it was deployed — strong enough that it's worth building into a full case study.

I can’t say enough good things about Boda. My team was making a massive transition for our company and we reached out to Boda Studios for some much needed help. With our transition we had to reach our clientele immediately and provide a professional view explaining our move. Casey went above and beyond working with us, our legal team, marketing team, and our compliance team. They were prepared every step of the way and made things seamless. Given the urgency and the short turn time, Boda Studios worked around the clock to prepare our content and make our team shine. The video was perfect! It exceeded our expectations, and the feedback from our clients matched our enthusiasm for the final product.
Jacob W.
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