Investment Marketing Newsletter – 3Q11

The Investment Marketing Business

As this tremulous third quarter draws to a close, the pending economic and market recovery poses a unique opportunity for investment services to attract potential customers through increased marketing efforts with the right messaging strategy. In the ever-changing investment marketplace it is important for financial institutions to differentiate themselves from the competition through innovative, targeted and consistent marketing and branding strategies-especially in periods of heightened volatility. With shaken investor confidence and sharp emotion, investors need new strategies and messaging to alleviate their concerns and maintain a long-term focus. The team at MBC Strategic draws on extensive experience across the investment industry, and can help firms develop the messaging and positioning to reach and connect with investors-from retail to institutional.

Watch List

Earlier this year Guardian, a national investment banking and real estate firm, enlisted MBC Strategic to completely rebrand their company and overhaul their existing identity, website and sales materials. The project involved detailed strategy, messaging and re-design of the firm’s entire identity. The success of the rebrand and new website will be supplemented by the launch of a comprehensive social networking and public relations plan to promote Guardian’s expertise across key target audiences. MBC continues its strong relationship with Guardian, assisting them with everything from presentation design and content to the implementation of trade show banners and advertising for upcoming investment banking events.

Marketing Consultant’s Corner

In 3rd quarter, MBC teamed up with InvestCloud, an innovative development firm offering a cloud-based solution that caters to money managers. The team at MBC worked with InvestCloud on a new interactive homepage to help position the firm and its new offering, Conifer iCon. MBC was tasked to redesign the user interface to create impact and brand identity in line with the company’s pre-existing brand and core identity. The project also involved the development of a cohesive design structure for the back end of the firm’s unique online portfolio management solution.

The Ticker

This quarter MBC was sought out by an online commercial real estate marketing firm to completely redesign the company’s website, better positioning them as an innovative leader in the institutional real estate sales marketplace. The team at MBC was tasked with redesigning the Real Capital Markets website using fresh imagery and page layouts as well as updating and creating new content to accurately portray the firm’s full capabilities to all target audiences. MBC performed extensive SEO research to ensure that RCM would grow their search engine traction after the new site launched. RCM is the recognized leader in providing online transaction management services to the institutional real estate community, and with the launch of the new site, the company is now better positioned to expand their business across the commercial real estate marketplace.