A.Z. Communications can help you create the tools for your business to reach the right audiences. We’ll develop and/or execute a strategy for you that includes research, planning, positioning and messaging and developing your sales and ongoing communications. We can act as your marketing communications department or work closely with your existing team.

Our clients have historically been investment managers, mutual fund and ETF providers, broker-dealers and registered investment advisory (RIA) firms. Yet we also love to work with other professional service firms and non-for-profit organizations. We love interesting stories about people and companies doing great things. And we want to help make them more successful so they can do even more.

Case Study

Branding and Communications Plan

An ETF strategist approached us after undergoing significant consolidation at their firm. Several different marketing leads had initiated different campaigns over the years, and the result was a suite of mismatched materials. They needed a new strategy for a consistent brand.

We started with a brand audit, a review of existing and past materials. We asked a lot of questions: What worked? What didn’t? Why? What did they want the firm’s image to be now? And we asked for the opinions of multiple stakeholders to gain different perspectives.

Our next step was to make recommendations and create a brand book, to serve as the foundation of all the firm’s future marketing communications and sales efforts. The brand book would become the guide for creating materials with consistent messaging and visuals. We then launched a new website, pitch book, materials, and ongoing communications strategy to reach the firm’s clients and prospects.

The firm’s sales team reports that, because of the consistent (and tracked) outgoing communications, they are able to make more and better-received outgoing calls because their eblast communications have opened doors and proactively answered questions before they were asked. Advisors (clients of the firm) report they have the information they need for their clients, as well as a better understanding of the firm’s investment process and philosophy. Sales and communication have increased for positive results.