Services
+ | Creative Development+ | Brand Development+ | Marketing Strategy+ | Web & Mobile Apps+ | Print Fulfillment
Columbia Funds Investments is a privately funded, investment group dedicated to providing individuals with reliable financial tools throughout all stages of their life. With access to online resources, interactive tools, and one-on-one advice from their management advisors, Columbia Funds Investments offers personal financial planning to help people live the life they want. Worked in partnership with the team at Columbia Funds Investments, to help them define their brand strategy and develop their corporate identity, stationery system, marketing plan, collateral as well as digital marketing components such as corporate website, email templates, and social media. This helped to establish a presence with their target market enabling them to engage potential clients with their core values and fiduciary expertise. The company was later acquired by a larger investment banking institution.
Results
Navigating To A Brighter Financial Future.
Columbia Funds Investments saw remarkable success in brand engagement, new visits, lead conversion, and revenue generation. Their clear core values resonated with clients, fostering trust. A robust digital marketing plan attracted a surge in new visits, targeting individuals seeking financial advice. Through personalized interactions and online resources, leads were effectively converted into clients, driving higher acquisition rates. The strategic alignment of brand messaging and marketing efforts directly contributed to revenue growth, establishing the company as an up comer in the financial services market.
51
% Brand Engagement
34
% New Visits
27
% Conversions
22