EP WEALTH

EP Wealth was in search of a holistic gifting strategy with a modern approach. We were able to provide them with a comprehensive gift solution that covered not only their immediate need for 1600 holiday gifts but also their need to connect with clients through gifting all year round. The solution included a branded Company Store merchandised with high-quality gifts, as well as a flexible, competitive pricing model, consolidated billing, and robust reporting.
EP Wealth Knack