MBC Strategic

How We Created a Cohesive Financial Services & Investment Company Brand Strategy

For financial institutions serving a diverse range of investor needs, creating cohesive financial services and investment company brand strategy and marketing materials can be a challenge. Angel Oak Companies is one such institution, offering a wide range of products and expertise across the asset management, consulting, capital markets and lending spaces. The firm had achieved tremendous success in all of its business units, sharing a common vision and philosophy in both financial and investment services, but needed to pinpoint its brand architecture and better articulate this strategic brand message to its clients and customers through a strong financial services and investment company brand strategy, materials, and corporate identity, with design, visual identity and powerful financial corporate communications core messaging.

During the financial services branding process, MBC Strategic gained a deep understanding of Angel Oak’s core values and philosophy, and how they are applied across all of the firm’s business units. The MBC team was able to reorganize the public-facing brand architecture for each of the Angel Oak group of companies – which were sorted into four core categories, each with their own respective core message following a common financial services brand theme of new perspectives to facilitate growth. MBC also created a new logo, style guidelines, colors, and core imagery that reinforce these ideas throughout all of Angel Oak’s companies and across several financial services and investment website design and materials production projects with the group of firms.

The end result was a financial services brand that better demonstrates relevance to investor and borrower needs, authenticity with a clear financial services philosophy, and strong differentiation in the diversified financial services space.

Read the Angel Oak Companies case study here.

Read more about MBC Strategic’s financial services branding and advertising capabilities here.

June 24, 2014 | , , , , ,

In economics the majority is always wrong.

— John Kenneth Galbraith



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