04.

Investment Management Firm

Image by Marty O’Neill

BUILDING A NATIONAL BRAND

THEIR "X"

This regional powerhouse was seeking an internal audit to assess its greatest strengths, areas for improvement and ideal business expansion path. In addition, this firm's brand was outdated and the organization had a highly limited online presence and market engagement, particularly outside of the region.

TERM OF ENGAGEMENT

24+ Months

DELIVERABLES

Firm Audit, CMO & CSO Services, Brand Enhancement, USP & Core Message Definition, Website Redesign, Core Collateral Redesign, Content Development, Digital Engagement Plan and Implementation, Establishment of Internal and External Communications Tool Kit, Video Production and Distribution, Business Strategy and Executive Leadership Consulting, Sales Strategy, CRM and Reporting Consulting

INDUSTRY

Finance