Complex Communications Problem-Solving
Persuading Difficult Audiences Speaking to audiences that are skeptical, unengaged, or misinformed requires different strategies and techniques. The same is true with audiences that want to understand but feel helpless. We offer proven solutions for these situations and many others. Explaining Non-Intuitive Concepts Many legal, financial, and medical concepts are not intuitive to non-experts. In cases like this, merely simplifying […]
We created the first simplified Code of Ethics in the financial services industry. Since then, we’ve developed unique expertise in transforming compliance, privacy, infosec, and HR policies into clear, no-excuses documents.
Outsourcing for Investment Boutiques
The outsourcing package includes document creation, document optimization, regulatory and product maintenance, production coordination, and project management — all for an economical, fixed-fee annual amount.
Services for Asset Managers
More Carrot is the inventor of the golden source prospectus: a fully compliant document with exportable, marketing-grade language. It eliminates the costs and risks of having separate language for compliance and sales, and ensures the maximum benefit from content management systems. Prospectuses, KIIDS/KIDS, letters, forms, and other documents can be optimized as a group or individually.
Consultative Sales Aid
Getting from content to communication can often seem impossible. Using a variety of analytical approaches, we approach difficult challenges by le...
Political Contributions Policy
Carrotizing workplace policies can do more than improve usability. In most cases, it also reveals opportunities to streamline requirements and fi...
In design as well as production, fact sheets present complex problems that require simple solutions. Our expertise in this area ranges from hosti...
The same strategies that dramatically improve usability also reduce page counts, which in turn can mean significant savings in printing, postage,...
New Account Application
The transition from prospect to customer is one of the most important touchpoints. A highly usable account opening form sends the right message t...