Financial Services & Bank Branding

Brand Dividends: Why Investors Should Be Part of Your Equation

We recently partnered with a fast-growing data analytics company. It had successfully leapfrogged larger, more established competitors by providing hands-on, high-touch, over-the-top customer service. Branding around this level of service was a no-brainer, right? Well, maybe not. The company was preparing to go public. High-touch service is a…

Do Companies Need to Treat Employees and Recruits More Like Customers?

Earlier this year, Harvard Business Review published an interesting report charting what millennials across the world want from work. Their hypothesis was that, to date, much of the research done on millennials has been skewed towards a more Western population. Their findings point to some key differences across cultures that hold important implications for employers…

Brand Influence Guide: Asset Management

Branding and Asset Management: Research Findings from desantisbreindel
How effective are asset managers in communicating a differentiated value proposition? What are the key drivers of the asset management brand? And what are the most effective channels for connecting with key audiences? These are some of the questions we set out to answer in the Brand…

What is the Role of Branding in Asset Management?

Officially launching next week, the Brand Influence Guide for Asset Management (BIG:AM) aimed to understand how effective asset managers are in communicating a differentiated value proposition to the marketplace, and if, and how, firms are leveraging brand to connect with the audiences most critical to their success. We partnered with the Institutional Investor Institute…

Have You Taken Your Brand As Far As It Can Go?

We’ve written before about a common trap many challenger brands fall into: to compete with the Goliath in the industry, they feel the need to focus on the ways in which their offering is “just as good” as the big guys. In doing so, they sound defensive and inauthentic, often getting lost in the…

When It Comes to Your Clients, Never Make Assumptions

Marketers should never assume their clients or prospects are aware of all the products and services that fall under their corporate umbrella — even with those clients for which there are long-term, established relationships. By developing marketing and sales strategies that incorporate opportunities for clients to learn more about a company’s offerings, marketers can…

How Wealth Management Brands Can Capitalize on Changing Demographics

We hear it all the time: the American population is aging. What’s less talked about is the fact that America’s financial advisors are also aging.  According to a recent study, the average age of financial advisors is about 50, and 21% are over 60.  On the surface, this sounds fine: as baby boomers…

Are Boutiques Disrupting Traditional Investment Banking?

The biggest banks on Wall Street are increasingly shut out of the biggest deals.

Case in point: the merger of Kraft and H.J. Heinz. Centerview Partners, a small advisory firm, served as the sole advisers to Kraft. Lazard, a publicly traded firm – but hardly a Wall Street behemoth – was the exclusive advisor to Heinz…

Brand Influence Guide: Venture Capital

Branding and Venture Capital: Key Findings from BIG:VC from desantisbreindel
In partnership with the National Venture Capital Association, the Brand Influence Guide for Venture Capital (BIG:VC) explores the importance of brand management in the VC industry. For BIG:VC, we surveyed venture capitalists, startup CEOs and limited partners from the NVCA and the…

Do All Investment Managers Tell the Same Story? How Brand Differentiation Drives Growth

Finding a unique brand position in a field as crowded and competitive as asset management isn’t easy. It’s tempting to fall back on safe ideas and tired claims. But in today’s financial climate, there’s nothing “safe” about an undifferentiated brand. This whitepaper examines best practices for creating a distinctive and compelling brand position in asset management.

The Company on the Couch: What Branding Reveals About an Organization

We recently rebranded a $20 billion institutional asset management firm.  The client had been spun off from a much larger parent company and was looking to a new brand to ramp up its close rate with prospects.  Our research with clients and prospects (and several institutions that had chosen not to hire our client) uncovered…

Boutique or Not Boutique? The Key Question Facing Growing Investment Banks

Sound familiar? A mid-size investment bank has experienced impressive growth in the recent past. It is now struggling to communicate a differentiated value proposition in the increasingly crowded marketplace. Though the firm is far smaller than the “Big 10” – the JP Morgans and Morgan Stanleys – it is far larger and more established than the…

The One-Brand Challenge for the Multi-Fund Asset Manager

Today, many asset managers are facing a complex branding challenge. How can they develop a consistent and cohesive brand across multiple investment strategies? This topic came up over and over again. How do you find one brand that cuts across fixed income, multi-strategy, real estate, long-only, large cap, etc? Should you have one…

Color Series: The Financial Blues

Blue: the most common color in financial services. A look at fifty top financial services brands found almost half had blue logos and another seven had blue elements in their logos. We weren’t too surprised with this result: blue is actually a great color. As we examined in our last Color Series post, blue…