When you look at financial services firms, the first thing that comes to mind is accounting, financial planning, legal and management consulting firms. Although the breadth of professional services firms is much greater than that and includes marketing and recruitment, it’s our financial and legal counterparts that really struggle to stand out from the crowd.
Claremont is an industry financial leader, providing their clients tailor-made services for the full lifecycle management of their assets. Marketing Eye was engaged by Claremont Financial Planning to develop a new website, re-brand the company and develop marketing collateral, stationery and sales decks.
Marketing Eye needed to help with Claremont’s digital campaigns and develop marketing collateral which would highlight their expertise in identifying and providing clients with tailor-made financial solutions. These solutions provided by Marketing Eye helped Claremont to create greater brand awareness within the industry and sector. With our help, we identified a new tone of voice and developed a rebranding which told clients a new story by consistently tying all of the marketing collateral together. As part of the website development, we highlighted the key messaging, which allows clients to easily identify their market position, features, and benefits.
As a leader of guided wealth, they needed a leading marketing strategy that would differentiate their services, from other financial services in Melbourne. Principal Partners provide flexible and strategic financial plans and services to help grow the financial position of clients.
Marketing Eye developed marketing assets to help reposition themselves to their desired clients. The assets that were designed included a complete overhaul of their website, the creation of marketing collateral highlighting their services, and public relations services to increase brand awareness.
As part of the branding design, new business cards, brochures, stationery and email signatures were developed. These assets needed to match the aesthetic of the brand and align with the redesign of the website in a cohesive way to help unify the new brand story.