Our comprehensive solution started with interviews of internal personnel and external advisors who used their products and services. These helped us identify Envestnet’s advantages and isolate the primary reasons advisors use their platform. We then conducted a competitive analysis to better understand their similarities and points of difference.
Both of these initiatives provided the background for a revamping of the brand marketing structure and brand hierarchy, a targeted positioning platform, a tagline that resonated with target audiences, and key selling messages. Our visual identity solution provided an instant connection with their advisor audiences through the use of dynamic imagery, layout, colors, and logo revisions.
We developed a full suite of communication materials-including press releases, e-mail blasts, advertising, a new website, and marketing and collateral materials-that clearly positioned how
Envestnet helps advisors serve clients and build their businesses.