When it comes to branding your financial services company – where do you start? We help wealth planners, lenders, accounting firms, legal teams, organizations and insurance businesses position themselves with strong identity systems and strategic design. Put your money where your mouth is by investing in a long-term image that will serve you and your customers for years to come. Whether it’s your business name, marketing collateral, presentations or your website – we’ll help you get there and you’ll reap the rewards of brand dividends.
What is financial services branding?
Communicating value with your brand is important, especially when it comes to trust with managing peoples money and time
A brand helps package up your core values in a way that can be clearly understood and promoted to your audience.
Financial services in no exception, you need a way to consistently show up and have conversations with your customers and partners on the regular.
Financial Service Branding Services
Branding services
01
Brand Audit
02
Business Naming
03
Brand Strategy
04
Identity System
05
Campaign Development
06
Pitch Decks
07
Content Development
08
Investor Presentations
09
Marketing Collateral
10
Website Design
Featured Work
How to brand your financial services business
Based on our experience and with competitive research we can assess where you are and where you need to go to reach the next level
While every industry has it’s pillars to speak to, each business has subtle nuances that need to be considered.
We approach your project through the same lens we apply with a methodology that is tried, tested and true.
Common Wealth
Financial services logo design and visual identity
Starting from scratch or revisiting your existing identity we can create excellent work together
We never approach a project too literally if we can avoid it – with little exception. There is no need to be too blunt with your mark. Why have a dollar sign or piggy bank? You may see these expected measures somewhere in content but not as your hero. Challenge yourself and your team to look beyond the status quo and expect more.
Financial services brand strategy and positioning
Brand strategy and positioning should drive most of your business decisionsÂ
What makes someone choose your business over another? Having a plan in place makes sure all involved parties are aligned to make the best steps that ensure you’re putting your best foot forward.
Starting with brand strategy and positioning, you can guarantee a more tactical approach to your business that stands the test of time.
Financial services website design
Create a website that looks good and functions to make the most of the visitor experience
Your website should convince visitors that they want to work with your financial services brand. Whether you’re selling a product or service, everything from your messaging to your design assets work together to do the job.