A clearer positioning
The firm knew they weren't connecting with their distribution partners. But they weren’t sure why.
Our discovery pinpointed the issue: a disconnect between what the firm believed its value was and what clients actually valued about the firm. So we added a brand positioning component to our consulting services. Supported by our market research, we produced a clear, market-tested brand message that resonates with the firm’s key markets.
To get at the firm's real value to professional investors, we conducted quantitative research with RIAs, platform gatekeepers, and institutions.
A follow-up round of qualitative research gave us critical market feedback on the new brand position and on new creative concepts.
We worked closely with senior management to produce a clear and relevant brand position, based on brand attributes most valued by its customers.
We're helping bring the new brand position to life, creating thought leadership and educational animated videos.