Woodward Wealth Management
Challenge: Rebrand the company and services and differentiate from the competition to new client acquisition.
Client Challenge
Woodward Wealth Management is a highly respected wealth management firm headquartered in Denver, CO. They need a brand evolution to remedy their outdated image. They also needed an integrated marketing program that would generate more brand awareness and increase customer acquisition. Plus, they needed to successfully launch OnePortfolio, a new online service, and enroll existing customers.
Our Marketing Solutions
We developed an integrated marketing plan that included a re-brand plus advertising and PR campaigns to boost visibility, promote their products and acquire new customers.
Marketing plan development
Logo design and brand standards that captured their regal brand personality.
OnePortfolio product development and product marketing GTM plan.
Develop both the corporate and OnePortfolio product websites and ensure high-ranking SEO.
Create print and digital collateral for the company and OnePortfolio.
Local radio advertising campaign.
Public relations campaign.
Results
The client loved the new identity because it modernized their image while capturing the essence of their personality and expertise. And they were very satisfied with our product marketing and PR results.
New client acquisition increased by 14% the first year over prior years.
The new brand identity received high praise from existing customers.
The two new dynamic websites converted more visitors to leads.
OnePortfolio service enrollments exceeded the goal by 15%.
Regional PR resulted in multiple press hits and a by-line column in the Denver Business Journal.
Corporate Logo Design
Stationery Package Design
The Money Corner Logo Design (a radio show) and Woodward OnePortfolio Logo Design (an online portfolio service).
Corporate Website
OnePortfolio Service Website
Public Relations Press Kit with Attention-grabbing Money Clip and Fake $100 Bill