Branding, website, and online strategy for a financial services provider
Project
overview
nVest Advisors is a wealth management firm that makes investment accessible by offering top-notch services at affordable prices. To support its expanding business, nVest's founder & CEO, Jeremy, reached out to us for an effective, holistic marketing plan, which included total rebranding, custom web design, and sales funnel planning.
Project
execution
We revamped nVest's visual identity with a brand new logo, custom illustrations, and a refreshed color palette, inspired by the Colorado Springs mountains, where they are based out of. nVest's refreshed identity conveys a contemporary, modern approach to financial growth and highlights the company's commitment to customer-centric services.
We also built an SEO-rich, fully-compliant, custom WordPress website to showcase nVest's data-driven practices, attract new customers, and provide current customers with membership-specific resources.
We topped everything off with a clear marketing strategy to address sales funnels, from email marketing campaigns to social media strategy to develop leads, upsell + cross-sell customers, and more.
Project
deliverables
Deliverables included:
- Branding refresh (logo suite, typography, color palette, brand guidelines, and custom illustrations)
- Website, built on WordPress
- Marketing Plan (with detailed strategies, timelines, and more)
Client
testimonials
Talented force of nature!
Sumana's strong leadership skills elevated her to stand in as the project manager, and we turned over the entire rebranding effort of our firm to her care and guidance. Without Sumana's direct involvement, our branding efforts would be a year behind where they are now.
Sumana is a natural leader, equally at ease in a conversation with top management as she is supporting the newest, nervous team member.
Your project will be blessed and your team all the richer for Sumana's spirit and impressive skill set.
