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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