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.

Columbia Funds Investments Logo with Waves Element
Columbia Funds Investments Brand Icons
Columbia Funds Investments Logo Wire
Columbia Funds Investments Brand Sailboat
Columbia Funds Investments Business Cards
Columbia Funds Investments Customer with Daughter
Columbia Funds Investments Customer
Columbia Funds Investments Services Brochure
Columbia Funds Investments Mobile Wireframes
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

% Revenue Increase