TAKING A RISING RISK MANAGEMENT FIRM TO THE NEXT LEVEL.

THE SITUATION

Specializing in risk management, employee benefits, and insurance brokerage, the Capstone Group, is a relatively young firm in a mature industry. To date, it had enjoyed rapid growth, largely thanks to the excellent personal relationships and abilities of its founders. Remaining viable and competitive meant changes were called for.

THE ASSESSMENT

To sustain growth, the brand needed to extend its brand and messaging beyond a marketing message primarily focused on its founders. The goal was not a case of “make over,” but rather “make better”; take a well-performing brand to a higher level in terms of meaning, emotional significance, and impact. An end-to-end application of the Brand Leadership Solution®

THE SOLUTION

To powerfully express the emotional and functional dimensions of the brand, we crafted the brand statement: “People Focused. Results Driven.” This was not only a recognition of the firm’s unwavering commitment to people and outcomes; it also served as an internal rally cry, one that is true to its brand DNA.

 

Tools, methodologies, and components of the Brand Leadership Solution® called upon to build a “better” brand, were:

DISCOVER

  • Fact-finding surveys and internal review
  • Competitors analysis
  • Company core values
  • Customer profile development

DEFINE

  • Brand personality/DNA profile
  • Brand attributes, benefits, and advantages
  • Brand value proposition
  • Key growth opportunities
  • Brand/customer connections

DIFFERENTIATE

  • Competitive brand positioning
  • Customer-focused messaging architecture
  • Content marketing framework
  • Design concepts including:
    • Logos and visual identity refresh
    • Website facings
    • E-marketing assets
    • Social channel facings and templates
    • Digital brochures
    • Sales presentations

DEPLOY

  • Website refresh
  • E-marketing outreach
  • Marketing program schedule

THE RESULTS

The new brand assets were immediately put to use in application in several key prospect presentations, with tremendous and positive feedback.

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Our Work

Client-centric. Purpose built.

Growth driven.
Award winning.

Who We Work With

B2B companies in every economic sector who want sustainable growth.

Let’s Get Growing

There’s no time like the
right time. And the right
time is now.