TAKING A RISING RISK MANAGEMENT FIRM TO THE NEXT LEVEL.
THE SITUATION
Specializing in risk management, employee benefits, and insurance brokerage, the Capstone Group, is a relatively young firm in a mature industry. To date, it had enjoyed rapid growth, largely thanks to the excellent personal relationships and abilities of its founders. Remaining viable and competitive meant changes were called for.
THE ASSESSMENT
To sustain growth, the brand needed to extend its brand and messaging beyond a marketing message primarily focused on its founders. The goal was not a case of “make over,” but rather “make better”; take a well-performing brand to a higher level in terms of meaning, emotional significance, and impact. An end-to-end application of the Brand Leadership Solution®
THE SOLUTION
To powerfully express the emotional and functional dimensions of the brand, we crafted the brand statement: “People Focused. Results Driven.” This was not only a recognition of the firm’s unwavering commitment to people and outcomes; it also served as an internal rally cry, one that is true to its brand DNA.
Tools, methodologies, and components of the Brand Leadership Solution® called upon to build a “better” brand, were:
DISCOVER
Fact-finding surveys and internal review
Competitors analysis
Company core values
Customer profile development
DEFINE
Brand personality/DNA profile
Brand attributes, benefits, and advantages
Brand value proposition
Key growth opportunities
Brand/customer connections
DIFFERENTIATE
Competitive brand positioning
Customer-focused messaging architecture
Content marketing framework
Design concepts including:
Logos and visual identity refresh
Website facings
E-marketing assets
Social channel facings and templates
Digital brochures
Sales presentations
DEPLOY
Website refresh
E-marketing outreach
Marketing program schedule
THE RESULTS
The new brand assets were immediately put to use in application in several key prospect presentations, with tremendous and positive feedback.