Many financial firms — and companies, for that matter — are one-note, likely because it’s hard to pull off versatility well. The ones you’re thinking of are probably all-business, responsible, and well… strategic — which is undoubtedly one way to become trustworthy.
Strategic can be that. But they’re also a team with a recent infusion of youthful perspectives and a desire to connect with their clients in the most authentic ways possible. Less financial jargon and more “how can we help design your actual life?” kinds of conversations. They’ve become as aspirational as they are methodical.
When their existing brand identity toolkit wasn’t as versatile as they were becoming, we helped establish a more flexible foundation.