The relationship with people and their money…and those that manage their money…started to change in 2000 and then changed forever after 2008. Every financial institution, from savings and loans to private wealth management firms, are now being more carefully scrutinized by consumers. Trust is a rare commodity. And, compound that with the unbundling of every variety of financial implement, product and service, and it is no wonder that financial institutions are constantly wondering if they are moving in the right direction and offering their target audiences the right mix of products and services
From our perspective, the two questions that successful financial institutions answer are: (1) who do I really want as a customer? and (2) what are we doing differently that makes us the best at serving their needs?
That is where we come in. We have more than 25 years of experience in the financial sector space. Our work has ranged from the largest international banks to mutual funds. We have helped several institutions either build or re-direct their private wealth management capabilities. Over this time, we have also been privy to studies – both locally and nationally – that provide us with unique insights into how people think about money. Clients have included:
- Legg Mason
- Chevy Chase Bank
- The Adams Express Company
- Friedman, Billings and Ramsey
- Standard & Poor
- American General
- Riggs Bank (now SunTrust)
Our capabilities start with strategic planning, but we understand that all that upfront smart thinking is worthless if we can’t translate it into compelling communications – from advertising campaigns, brochures, at-a-glances and websites. Our team prides itself on identifying what makes an institution special and finding a way to tell that story in a captivating manner to the desired target audience.
Give us a call at 301.654.5585 or email us at email@example.com and we’d be happy to speak with you.