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Two Rivers Financial Group


Situation

A large regional financial services firm had experienced several years of acquisitions and developed a comprehensive package of service offers.  This growth strategy created an opportunity to create a more unified brand and a go-to-marketing plan.

Approach

Based on the discussion with Two Rivers management, we proposed to begin by building the foundations of a strategic marketing plan.  These foundations would consist of establishing where the organization is and where it is going.  

Deliverables

  • SWOT Analyis with Management
  • Competetive Advantages Review
  • Strategic Marketing Plan
  • Website Design Concepts and Content for Insurance Division

Results

  • More effective marketing efforts
  • Enhanced user experience for insurance website

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