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OUR ROLE IS TO THINK LIKE PEOPLE BUYING FINANCIAL SERVICES, NOT SELLING THEM
Our services help you to create and communicate an attractive and engaging proposition to your market. We do this through smart strategies and compelling content – written and visual – that showcase the attributes your customers prize and that your people are keen to own. We develop the creative concepts and materials you need to go to market, and produce them in whatever digital and print formats best support your sales and business development process.
FUND POSITIONING & MARKETING MESSAGESIf you have a clear market positioning for your Fund, we will readily work with that. If you don’t, we can help you to create one. This includes owning your market niche, defining the investor objectives you fulfil, and the key messages you communicate to your investors, influencers and other stakeholders.
MARKETING STRATEGYWe can work with you to develop a marketing-communications strategy that supports your positioning and business objectives. Then apply it to digital, print and live (in-person) channels. All major touchpoints are covered, from your first contact with potential investors, through each sales stage, to ongoing communication with your investor market.
DESIGN & VISUAL IDENTITYWe can create graphic concepts that will fulfil two important objectives. The first is to provide the visual interpretation of your Fund’s positioning. The second is to create a visual identity that is yours and yours only; making sure you will never be lost in a sea of interchangeable brands.
WRITTEN CONTENTOne of our key skills is transforming raw information into written content that appeals to your investors and motivates them to invest. Years of working with investment managers, trustees and lawyers has made us very aware of the compliance processes you must adhere to and the regulations that apply to your marketing. We are careful to operate within them. And while your lawyers may still want to make changes, they won’t need to rewrite 90% of our work. This minimises the call on your time and that of your legal consultants, compliance team and trustees.
MARKETING MATERIALS - DIGITAL & PRINTWe can write, design and produce all the marketing and communication materials you need – ensuring your brand and messaging are consistent throughout. Examples are: EDMs | Digital and Social Media resources | Launch events | Marketing brochures | Investor updates | Microsites | Podcasts | Presentations | Thought-leadership articles | Videos | Webinars | Websites. If what you need is not on the list, please ask anyway. If we cannot do it, there is a very good chance we know someone who can.
BIG DOCUMENTS - IM & PDSWe can produce large and complex investment documents quickly and have developed methods that accelerate the process. This includes the option for you to prepare the text pages in-house using an EyeLevel template system that we customise to your brand.
INVESTOR UPDATESWe can assist you to keep your investors and your market updated with consistent and purposeful communication. Our services extend to gathering, structuring and writing the content for you and producing it in print or digital format, including as an audio or video blog.
WHITE LABELIf your Fund does not require tailored branding, we have a white label option that may suit you.
HAPPY(ISH) WITH YOUR CURRENT BRANDIf you have a brand identity that you are happy with, we can work within your guidelines. If your brand just needs a minor refresh or update, we can do that too. We can also create an offshoot of your main brand that aligns your investment funds to your other business streams. If you have an assortment of styles that has evolved over time – not uncommon – we can turn that into a unified look and tone of voice. And if your current branding and marketing materials are not supporting your business strategies as much as they should, we can work with you to remedy that.
... BUT NO SIMPLERMuch of our work is turning complex messages into clear and simple communication. However, while simpliﬁcation is a good thing, we stay mindful of the audiences’ level of knowledge and their expectations and appetite for information. Too complex and your audience may tune out. Over-simplify and you can easily create a credibility gap or be viewed as patronising. We help you to communicate in a way that is professional and respectful; without which it is difﬁcult for any business to gain trust and build lasting relationships.
Branding, design and messaging made as simple as it needs to be but no simpler
CLIENT PROJECTS GRID
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