Client Story: Crestone

Last Updated: 24 November 2025

Ahead of the Lunar New Year, Crestone, a Sydney-based advisory firm, wanted to strengthen their relationships with clients by offering something personal and culturally meaningful. Rather than opting for generic giveaways, they decided to order 1,000 branded red envelopes from Cubic Promote, each containing a $10 note and a handwritten greeting.

During in-person portfolio reviews, the team handed these envelopes to their clients, who were pleasantly surprised by the thoughtful gesture. Many clients mentioned that they had never received a red packet from a financial institution before and truly appreciated the cultural sensitivity and personal touch that Crestone demonstrated.

Results:

• 5% improvement in client retention, several clients of Crestone expressed a deeper connection with them due to the personal approach

By choosing this culturally significant giveaway, Crestone was able to build stronger, more meaningful connections with clients while reinforcing their brand’s commitment to thoughtful, personalised service.

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