Why BrandLink

Linking the Relationship

With face-to-face meetings and personal contact reduced, the tools you use to tell your story take on a greater role within both the retail and institutional space, especially when it comes to forming connections.

We created the BrandLink Digital Package to help you keep these connections strong.

With digital collateral designed to function effectively in a reduced-contact setting, we help you reinforce your firm’s value with a level of professionalism that strengthens trust in the services and products you provide.

Program Features

With one-click viewing that eliminates the need for bulky attachments, sending is as easy as sharing a link and all content is downloadable.

Seamless

Through our proven Brand Identifier process, our in-house team helps you focus your message, build your brand, and establish fully custom digital tools to help you meet your growth goals.

Custom

The BrandLink package includes a clear process of compliance review and revision. Our approach is to present your firm’s competitive advantage within the guidelines of your corporate and regulatory requirements.

Compliant

We focus on delivering a heightened level of polish and professionalism in all the materials we produce, so that you can be perceived as a top-tier institution with a robust service offering.

Polished

Advantages

With digital material that is easy for your network to use, manage and share, you can spread the word about new products and services with remarkable efficiency.

Spread the word.

As a follow-up, an early point of contact with a new lead, or a communication with an existing partner, BrandLink is a flexible deliverable with numerous applications for you and your team or network.

Use in multiple scenarios.

Many asset management firms are using digital tools to start reaching new geographical areas or markets. If you can successfully manage limited-contact relationships, what’s keeping you from exploring new channels for growth?

Branch out into new channels.

When your newsletters and market commentary maintain a high standard professionalism, you can engage clients at crucial moments in the relationship. Polished digital communications can help ensure your clients always feel that they are in good hands.

Provide timely communications.

The BrandLink Digital Package delivers an engaging experience in a variety of contexts. As a unique, dynamic tool that is distinct from conventional presentation materials, it’s designed to create the right perception at each stage of the sales process.

Elevate both in-person and remote meetings.

With a convenient vehicle to present the full range of products and depth of expertise you provide, you can enable value recognition among the new and existing relationships that are central to your firm’s growth and success.

Make your value clear.

What's Involved

Core Components of
the BrandLink Digital Package

Branding exercises and consultation

Our Brand Identifier™ Workbook helps to define your individual brand direction, market positioning and value offering.

Identifying value

We provide a clear outline that defines your firm’s positioning, competitive advantage and brand objectives.

Implementation strategy

We create a plan to ensure each BrandLink deliverable will have practical value within your sales and engagement process. We consider your current goals and opportunities, your target markets, and the touch points that are most in need of stronger communications.

Product literature

Our team works to understand your current offering so that we can help establish a consistent approach to presenting your various services and products.

Methodology and philosophy

We define and clarify the methods and principles that are specific to your firm, so that your brand collateral will convey the relevance of your unique investment process.

One-to-one brand consultation

We work alongside your firm’s key decision-makers to discuss and review brand direction and messaging. By working one-to-one we can review individual content to better define brand direction.

The BrandLink Digital Package includes:

Discovery and Positioning

Creative Components

BrandLink Deliverables with Online Deployment

Brand Identifier™ process

Ideation and concept development

Firm introduction (15 pages)

Brand strategy, market positioning, core messaging and implementation strategy

Image usage and full development

Copywriting and theme design

Design layout of individual items

Logo design and development (with naming if needed)

Product or service literature (20 pages)

Presentation material (20 pages)