Financial Services
In our Financial Services practice, we work both locally and throughout North America with business owners and senior managers to define and execute growth plans. From global Foreign Exchange providers, to Investment Management companies, our diverse Financial Services experience can add value to your organization. Below is a brief selection of cases, outlining some of the work we have done in this specialized vertical.
Case Study: New Company Launch
Identify and develop a unique market position, strategy and branding for a new investment management company. Facilitate the alignment of management to an agreed upon strategic direction and key goals. Leverage the unique market positioning into a marketing plan and set of launch tactics, including; stationery package, website, electronic mailers, and awareness building activities.
Case Study: PWM
Identify a unique market position and strategy to launch a new independent financial advisory business. With the market dominated by the large bank owned brokerage businesses, how does a start up build up credibility to attract advisors and build a client base? How can a new business leverage relationships with large operators and existing business contacts in order to establish a presence of stability and growth? These are the questions Synergy was asked to tackle.
Case Study: Global Transformation Strategy
Develop a global strategy to reposition a traditional operator with declining revenue in its core legacy businesses of foreign exchange and travelers cheques.By leveraging its core competence and utilizing new electronic payment systems, identify new revenue streams to turn around profitability and grow the long term value of the business.
Case Study: Corporate Identity
Revitalize the banks brand identity by building on its customer friendly reputation and repositioning its image to a National “Big 6 “financial institution.
