Brand Strategy
Communicate consistently with messaging that explains who you are, what you do, and why clients should choose your firm. We help asset managers, banks, RIAs and professional services firms define and articulate clear brand strategy.
Communications & PR
We design communications and public relations strategies that connect your firm with investors, clients and media. From media relations to executive communications, we help you deliver the right messages to the right audiences at the right time.
Content
From articles and thought leadership to presentations, digital content, press materials and product launch materials, we help you inform, educate and support business growth. We develop clear, engaging content tailored to financial audiences.
Case Study
IRA Branding
A new provider of IRAs approached us ready to offer its product on a large broker-dealer platform. The company needed a full suite of launch materials, including a website. While suitable for retirement accounts of all sizes, this IRA product was designed specifically for accounts of less than $100,000 and to be an easy-to-use, cost-effective retirement solution for financial advisors and their clients.
With so many products on the market, we needed to uncover and clearly illustrate the IRA’s value: the how and why the product is an easy-to-use, cost-effective solution. While the product would initially be available only through financial advisors, we needed to appeal to institutional platforms, financial advisors and clients alike, capturing key selling points for each audience. Once we’d established a strong value proposition for both the firm and its new product, we created sales materials for each audience, and a website segmented into three separate areas.
The result is a comprehensive yet simple package to launch the product onto a broker-dealer platform. We designed materials to be easily adapted for use with future broker-dealer platforms as the firm expands the product’s availability.