Case Study: Brand and Marketing Strategy

Case Study: Brand and Marketing Strategy teaser

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.

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