360 Financial Strategists is a full-service financial solutions provider, bringing one strategy to three areas of expertise – financial planning, mortgage broking and accounting and tax solutions.
360 Financial Strategists
Brand Identity Refresh
CLIENT
360 Financial Strategists
PROJECT
Logo Design & Brand Identity Refresh
PROCESS
Brand Strategy
Brand Identity
Brand Touchpoints
DELIVERABLES
Brand Strategy,
Brand Identity & Logo Design,
Business Development Kit,
Brand Collateral
THE CLIENT
360 Financial Strategists is a one stop shop for anything finance related. Founded in 2012 by business partners Mish Blecher and Billy Amiridis, 360 Financial Strategists is a full-service financial solutions provider, bringing one strategy to three areas of expertise – financial planning, mortgage broking and accounting and tax solutions.
THE CHALLENGE
When Mish and Billy reached out to me, we uncovered quickly that although extremely successful to date, they were facing a few core challenges with their brand:
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A definition of the brand didn’t exist, and there was no formal brand strategy in place
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The company had just expanded its services to include Accounting & Tax Services, and this was not yet reflected in any of their communication. Additionally they had always struggled to articulate effectively what they do, especially explaining financial planning
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The logo, branding and marketing collateral was outdated and inconsistent across various platforms, potentially causing confusion in the marketplace
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They wanted to attract a higher caliber clients that were willing and able to pay for premium Financial Planning and Accounting services, and needed collateral that would help sell their various services, packages and offers.
THE BRAND STRATEGY
Brand Strategy
We took an in-depth look at the brand and business through our comprehensive and collaborative Brand Strategy Workshop. This helped us thoroughly understand the various services of the business, who the ideal client base needed to be across all three disciplines and helped us uncover the brand personality and archetypes. This strategic framework set the foundation for the creative direction of the brand and established the brand message.
Brand Refresh
Next we re-freshed the look and feel of the brand, giving it a mini-make over to make it stronger, bolder and more modern, incorporating the tagline more effectively.
Brand Messaging
We worked extensively on developing the right brand message, shifting the language and copywriting to be customer-centric using words, phrases and terminology that the ideal audience would resonate with. We wanted to demonstrate the value, impact and outcomes that working with the 360 team brings.
THE OUTCOME
Consistent Collateral
We then worked extensively on establishing a consistent and modern look and feel for the company brochure – a core selling tool for the team. We also developed a suite of service brochures, referral partner brochures and key promotional brochures with a cohesive and consistent look and feel.
Business Development Kit
The Business Development Kit empowers the 360 Financial Strategists team to reach out to referral partners as well as new potential clients, leaving them with premium and highly polished marketing tools that add credibility, lift the perception of the brand but also provide a more premium VIP experience that the audience is accustomed to.
The Deliverables
Brand Strategy
Logo Design & Brand Identity Refresh
Brand Style Guide
Brand Photography & Imagery
Brand Collateral – Business Cards, Letterhead and HTML email signatures
Business Development Kit including Presentation Folder, With Comps Slip, Thank-You Card & Company Brochure
An 8 page Company Brochure
2 x A4 Referral Brochures for Accounting & Real Estate
6 x A4 Promotional Brochures for Various Services
Brand Messaging & Copywriting
“We had engaged Maja to put together a brand strategy as what we had was not doing our brand or service offering any justice. Maja worked her magic and created a brand strategy that reflects our brand and effectively articulates the value that we bring to our clients. We have recently focused on our collateral and flyers to better articulate our service offerings (which is sometime difficult to do in Financial Services)! Since completing the work, we have seen a significant increase in new clients and customer engagement. The response to our marketing materials has been overwhelmingly positive, with many clients commenting on the professional and polished look of our branding.
What I value most is Maja’s ability to interpret and understand our ever-changing requirements and translate them into a cohesive and compelling piece of marketing collateral. She is also incredibly responsive and proactive, always going the extra mile to ensure that our needs are met, and our expectations exceeded.
Overall, I cannot recommend Maja’s services enough. She is a true expert in her field, and I have no doubt that her work will continue to drive results for our brand and business for years to come. Thank you Maja.”
– Billy Amiridis, Director, 360 Financial Strategists
FURTHER INFO
At Maja Creative, we couldn’t be more proud to work with Mish and Billy and help the 360 Financial Strategists team achieve such great results from their brand-refresh project and ongoing collateral needs.
If you’d like to know more about 360 Financial Strategists and their range of services, take the next step and make an appointment with one of their financial experts.
554 BURWOOD RD, HAWTHORN VIC 3122
03 9427 0855
CLIENT FEEDBACK
how the project was received
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THE STRATEGY
We wanted to evoke a sense of awe and wonder and magic, allowing individual pieces to speak for themselves, but allowing the branding to gently tell the story of each crystal.
LIGHT & BRIGHT
The Koa logo was created by using a beautiful typeface that was custom modified and manipulated, to form a distinct K and to adjust the a.
