Private Equity firm in the B2B and B2C space launching a new division of an existing financial services […]
Developing a segmentation marketing plan/personas to support asset managers’ selling efforts.
Re-engineered all client experience and communication programs due to a clearing broker platform conversion. Included all legal and […]
Developing marketing programs to support the bank’s strategic growth plan: brand positioning, key messaging strategies, digital/social strategies, support […]
Brand identity, positioning, messaging, website development and marketing collateral for this start up financial services company; ongoing project […]