Financial advisors operate within a highly regulated landscape and they need someone to help them navigate one-time and ongoing requirements. That’s where eAdvisor Compliance, their personal compliance experts, steps in. When eAdvisor was looking to expand their reach and connect with more advisors, we stepped in to elevate eAdvisor’s brand.
What we did:
- Research and Discovery
- Review of Business Services
- Brand Strategy
- Brand Development
- Verbal and Visual Identity
- Logo
- Website Design
- Website Development
- Social Marketing
BEFORE
AFTER
Cutting Through:
Research and Strategy
Whether it’s navigating state regulations or looking to register with the SEC, not only is compliance nuanced, but many advisors are unsure of where to begin. RIAs can become overwhelmed with ongoing updates and the need to prove that they’re doing their due diligence. So, where would they even begin to find help?
Brand Development
Through our strategic verbal identity process, we were able to establish a brand voice that helped eAdvisor cut through the humdrum of paperwork and legal jargon, and speak directly to RIAs in need of their expertise. The distinct brand voice we crafted for them highlights the benefit of choosing eAdvisor – a direct relationship with the person who is going to help you through every step of the process. Freeing up advisors to spend their time focusing on their clients.
Website Design and Development:
Using Design To Solve A Complexity Problem
eAdvisor has a wide range of services and each one provides great value to their clients. We wanted to make sure that the benefits came through loud and clear. Through design we were able to make sure the volume of information was easy to navigate and beautifully presented.
