Date published 22 Jan 2018 “From leading a full rebrand through to day-to-day marketing support, Metrix helps us to understand the marketing tools available to us and how to use them most effectively.” (Mark Giglia, Director, AR Advisors) How we helped a financial services firm develop and implement a comprehensive brand and marketing plan. The Challenge AR Advisors (a team of expert accountants and advisors with no in-house marketing expertise) wanted to understand how to better use branding and marketing, to win new clients and retain the current customer base. The Approach Market analysis to provide a clear industry snapshot. Competitor review to understand category dynamics. Target audience definition to focus strategies and tactics. The integration of the above insights with business plans and stakeholder consultation to create a brand definition and 12 month marketing plan. The Outcome The brand and marketing plan was endorsed by the firm’s Directors. Metrix was commissioned to engage with creative and digital agencies and coordinate the development of marketing assets for both the existing company brand and a new service offering, including logos, brochures and websites. Metrix continues to provide ongoing marketing consulting for AR Advisors. Back To News & Views