They are one of the most lucrative and sought-after demographics, but they come with a very unique set of challenges. We’re talking about high net worth and ultra-high net worth prospects and customers, and, whether it’s a consumer or business audience, we have experience effectively marketing to both.

We provide insight-driven marketing with strategies and tactics that are relevant and void of clichés. We also have the digital expertise that is an absolute necessity when communicating with this sophisticated audience.

We Offer:

  • Strategic planning

  • Creative development

  • Channel optimization

To Help You:

  • Increase prospects

  • Improve retention

  • Maximize ROI

Relationships are the key. Marketing approaches that focus on products aren’t effective with this audience. We focus on creating and nurturing a relationship that will motivate this segment to bring assets to the bank.

Targeting verticals. Media Logic has unique experience targeting vertical markets within this segment. We know how to motivate C-level executives to tap wealth management for business needs at critical stages, including wealth preservation, dealing with M&A, and succession planning.

We offer additional services to help you stay competitive in an ever-changing environment.

  • Segment research
  • Event promotion
  • Rich digital content

Employing best practices we’ve learned through experience, along with valuable insights from qualitative research, we’ve created a helpful Affluent Tip Sheet to help maximize your marketing efforts.

Right-sized at more than 40 employees, we offer a full complement of marketing services:

Strategy & Planning

  • Research & Analysis
  • Audience ID & Segmentation
  • Competitive/Creative Audits
  • Positioning
  • Marketing Plans
  • ROI Forecasting


  • Research
  • Positioning
  • Naming
  • Visual Identity & Style Guides
  • Rollout

Creative & Design

  • Digital
  • Broadcast/Video
  • Out-of-Home (OOH)
  • Direct
  • Print/Collateral
  • Tradeshow/Experiential

Integrated Marketing

  • Audience ID & Segmentation
  • Planning ➞ Execution
  • Owned, Paid & Earned
  • Reporting & Analysis

Direct Marketing

  • Audience ID & Segmentation
  • List Acquisition
  • Planning ➞ Execution
  • Reporting & Analysis

Digital & Interactive

  • Website/Mobile/App Development
  • Video (Explainer/Educational)
  • Paid Social Media
  • Content Marketing
  • SEO
  • Paid Search
  • Digital Display

Content Marketing & Social Media


  • Planning
  • Campaign Strategy
  • Creative Development
  • Execution
  • Tradeshow/Experiential


  • Research
  • Planning
  • Negotiating/Buying
  • Implementation
  • Auditing
  • Reporting & Analysis

Data & Marketing Analytics

  • Audience ID & Segmentation
  • Predictive Modeling
  • ROI Forecasting
  • Campaign Reporting & Analysis

Targeting the affluent market starts now.

Contact Us Today

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