Brand and Marketing Performance, Research, Consulting, Communications for Financial Services and Technology


 
Boutique investment bank leverages research and brand strategy to drive customer acquisition and cross-selling opportunities

Challenge:
An investment bank with research, private equity, portfolio management and wealth management groups, Hampton Financial Partners was poised to grow its business through customer acquisition and cross-selling strategies. But its diversity and the business's growth had clouded stakeholder perceptions of the brand.

Approach
MCorp. developed and implemented a research strategy that required in-depth interviews with key clients, investors and stakeholders. Analysis of this data confirmed that a proliferation of sub-brands had obfuscated the organization's core essence. From this research, a Brand Strategy and Communications Platform was developed that clarified core business, repositioned sub-brands, and addressed audience-specific needs and relationship barriers. The revitalized brand was delivered across all key Touchpoints, combined with an integration and re-focusing of customer relationship management processes.

Results
The revitalized brand and clarity of differentiating benefits helped increase core customer business nearly 200%. Implementation of an integrated marketing strategy (leveraging on- and offline Touchpoints) increased new client acquisition over 15% over prior years, significantly increasing acquisition and conversion of new clients.


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Industry:
Consulting and Services
(Investment Banking)

Client:
Hampton Financial Partners

Services Provided to this Client:
Competitive and Customer Research
Strategic Planning
Brand Articulation
Corporate ID
Direct Marketing
Customer Communications
Web Design


Visually leveraging the brand attributes most important to its key stakeholder groups, the Hampton Financial Partners corporate ID embodies the values that the firm delivers.
The corporate website, with frequently refreshed articles that client-side staff could administer themselves, delivered fresh, in-depth content through an intuitive content management system.
A flexible but unified system for “white papers” gave Hampton an easy-to-update system of client and prospect outreach that solidified their expertise.
Sector reports, newsletters and publications educated clients, communicated critical marketplace perspectives for the organization, and established Hampton Financial Partners' expertise with core audiences.