Work & tools / Case study
Field adoption · UBS
Six Thousand Advisors, One Message
Moved 6,000+ UBS advisors, 100% message consistency onto a new digital platform.
Context
A nationwide platform change is won or lost in the branch, not the boardroom.
Challenge
Skeptical advisors, many markets, and a message that tends to mutate at every level.
What I did
One narrative owned centrally, governance for every channel, adoption as the success metric.
Digital business-development playbooks, a market-by-market rollout, and advisor-facing content that removes a step they already resent.
Results
- 6,000+ advisors
- 6,000+ UBS advisors, 100% message consistency
- Repeatable growth playbooks across core markets