Morningstar - Financial Marketing

The World of Marketing to Your Customers is Changing.

FIND OUT WHY ALL OF THESE GREAT COMPANIES HAVE CHOSEN US AS THEIR SOLUTION

Financial Communications for Digital Engagement

Our Financial Communications solutions offer industry-tested financial concepts in a variety of convenient formats that assist
financial service providers in growing their businesses.

But You Have a Trump Card ...

… And it ISN’T just some intangible concept on the World Wide Web. It’s something you can touch and hold, and if you listen very closely, you can hear it softly whispering the names of people you have yet to meet.

Enhance Your Marketing Program

Our financial illustrations and presentation materials are branded and backed 100% by Morningstar. They enhance any marketing initiative, highlight the strengths of specific investments, educate existing customers, and add credibility to communications.

Financial Providers Use Morningstar Financial Fitness Solutions To:

Help individuals make better financial decisions and move toward financial wellness

Arm professionals with investment knowledge and professionally researched and designed materials.

Provide flexible solutions that allow institutions to effectively communicate with clients and reinforce their brand.

Present with Confidence

Prepare PowerPoint presentations for seminars and client and corporate meetings with 16 topical presentations. All images have been FINRA reviewed for use with the public and include full speaking notes and data sourcing. Co-branding & re-branding is available.

License Our Financial Illustrations

Choose single images for limited distribution, or for more options, access the entire Image Library via a global permission license. Incorporate licensed images into derivative materials, such as brochures, flyers, email, and websites.

See How Nancy Uses Her Artifact to Keep the Flowers Growing!

READY TO GET STARTED?

Thousands of potential clients are untapped and unengaged. Let us help you attract and cultivate them, contact us to learn more.

The “NOW YOU’RE MARKETING WITH (INCREDIBLY DANGEROUS) POWER” Course:

A 5-day Guide to Controlling What Cannot be Controlled

No matter how hard I try, no matter how much might I muster, I cannot exhaust the Spire of Unending Flame.

Well, yeah. It’s unending.

Q

Frequently Asked Questions

Jonathan Smith

Founder/Managing Partner, Smith Partners Wealth Management

“The Andex Chart is an ideal starting point for client meetings, helping me clearly convey various investment concepts while engaging my clients in their own investment decisions.”

First Last

Financial Service Provider

A picture says 1,000 words. Morningstar’s image library is a key tool to help convey complex concepts to clients in a simple and effective form.

Day 1

Setting Up Your Brand New Relic of Imbued Evil

Day 2

Hushing the Murmurs That Do Not Cease

Day 3

Integrating with Marketo

Day 4

Productivity Tips For You and Your New Pet

Day 5

Email Marketing! And the Endless Void That Awaits

Q

A

My accursed artifact is emitting an incessant, loud hymming, as if a plague of locusts was approaching.

This means the Marketo integration was successful.

Are there any risks to using an object that is saturated with several millennia's worth of sorrows for marketing purposes?

Not really! Accursed artifacts are a sound investment that will reliably increase both the number of leads and their quality. There are some minor issues — for example, temporary or permanent separation of the soul and body — but these can be corrected by installing a custom firmware.

What industry experts are saying about

our Investor Education Solutions

BUILD CONFIDENCE WITH TRUSTED INVESTOR EDUCATION SOLUTIONS

Provide information from a trusted source to enhance a marketing program by licensing reputable and objective Morningstar Financial Fitness content.

In today’s crowded marketplace, financial providers must find new ways to attract prospects and deepen client relationships.

Diversifying marketing efforts to engage a greater audience is essential in this digital age.

Are You Ready to Grow Your Business? Discover how our financial communications library can help you attract new prospects and deepen client relationships.

What’s Included in Our Suite?

Professionally designed images and presentations backed by Morningstar ’s data & research

Extensive co-branding & re-branding options. All images available in PPT, PDF, and EPS format

Flexible licensing available—license a single image or the full library

Print and electronic distribution options available

Presentation & Illustration Library

A Historical Perspective of Market
Downturns and Recoveries

Explaining complex financial concepts to clients and prospects can be a challenge, even for experienced professionals. The right communication tools can go a long way in helping to spark meaningful discussions and client interactions.

These popular prints and posters are excellent tools for top producer programs or value-added giveaways.

Available in Print or Digital formats. Flexible

distribution offerings. Order more. Save more.

Andex® Chart & Ibbotson® SBBI

Provide information from a trusted source to enhance a marketing program by licensing reputable and objective Morningstar Financial Fitness content.

Brokers, advisors, individual investors, and industry leaders recognize Morningstar and the Financial Fitness Group as an independent and objective source of investment information and investor education.

The World of Marketing to Your Customers is Changing.

In today’s crowded marketplace, financial providers must find new ways to attract prospects and deepen client relationships.

Diversifying marketing efforts to engage a greater audience is essential in this digital age.

Are You Ready to Grow Your Business? Discover how our financial communications library can help you attract new prospects and deepen client relationships.

Enhance Your Marketing Program

Our financial illustrations and presentation materials are branded and backed 100% by Morningstar. They enhance any marketing initiative, highlight the strengths of specific investments, educate existing customers, and add credibility to communications.

Financial Providers Use Morningstar Financial Fitness Solutions To:

Help individuals make better financial decisions and move toward financial wellness

Arm professionals with investment knowledge and professionally researched and designed materials.

Provide flexible solutions that allow institutions to effectively communicate with clients and reinforce their brand.

Brokers, advisors, individual investors, and industry leaders recognize Morningstar and the Financial Fitness Group as an independent and objective source of investment information and investor education.

What’s Included in Our Suite?

Professionally designed images and presentations backed by Morningstar ’s data & research

Extensive co-branding & re-branding options. All images available in PPT, PDF, and EPS format

Flexible licensing available—license a single image or the full library

Print and electronic distribution options available

Andex® Chart & Ibbotson® SBBI

Presentation & Illustration Library

A Historical Perspective of Market
Downturns and Recoveries

Explaining complex financial concepts to clients and prospects can be a challenge, even for experienced professionals. The right communication tools can go a long way in helping to spark meaningful discussions and client interactions.

These popular prints and posters are excellent tools for top producer programs or value-added giveaways.

Available in Print or Digital formats. Flexible distribution offerings. Order more. Save more.

Present with Confidence

Prepare PowerPoint presentations for seminars and client and corporate meetings with 16 topical presentations. All images have been FINRA reviewed for use with the public and include full speaking notes and data sourcing. Co-branding & re-branding is available.

License Our Financial Illustrations

Choose single images for limited distribution, or for more options, access the entire Image Library via a global permission license. Incorporate licensed images into derivative materials, such as brochures, flyers, email, and websites.

BUILD CONFIDENCE WITH TRUSTED INVESTOR EDUCATION SOLUTIONS

Download a Copy of Our Image Library Catalog to See Examples