fin strategy2

Brand Strategy | Wealth Management

Investment Management

Channel strategy is a key component in Investment Management marketing. Who is the audience, what are their pain points, how do we help to solve those challenges, and how do we differentiate are some of the key questions our client wanted us to help answer.

Through stakeholder interviews, competitive analysis, and third-party research, Tippingpoint Labs developed a value proposition, positioning and messaging pillars to set our client apart. We embarked on this project quickly, immersed ourselves with the stakeholders and research, and delivered a marketing strategy within 5 weeks.

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