Position the company as a leader in the category of asset management.  Business optimization, brand  positioning, website and sales presentations.

Positioning and brand perception. +63% increase in brand value based on the new business perception. Increased market share with a high-end design presentation and slick interactive website.

Optimizing business operation. + 25% higher win rate across the same service offerings. Accomplished through clear messaging, effective use of intense visualization, brand information architecture for sales, and sales process optimization.

Monetization. Increased leadership visibility in the financial community. Accomplished through a speakers series, paid webinars, paid thought leadership and new revenue streams. Increased brand value for investors, clients, and business partners.  ​​​​​​

Deliverables. Brand identity system. Compelling online presentation. Effective functional sales tools. Internal employee engagement behavior design.