Digital Marketing for Financial Services Company

We are a boutique financial services firm that focuses on retirement and financial planning for institutional clients with a focus towards public education employees. Our firm target markets to our niche client. We have developed a set of marketing strategies, but it has been challenging to implement them.We would like to collaborate with students to review and post content promoting our company. This will involve several different steps for the students, including:Familiarizing themselves with our target market, products and services.Reviewing marketing content in the form of posts, emails, brochures, etc.Deploying content according to our social media calendar to increase calendar additions of our target niche client.Creating a calendar of content with evergreen content included.Overseeing our channels and keeping them up-to-date.Bonus steps in the process would also include:Recommending search engine optimization (SEO) strategies so our materials are easily accessible.

Website Development

We are a boutique financial services firm that focuses on retirement and financial planning for institutional clients with a focus towards public education employees. Our firm target markets to our niche client. We hope to update and revamp our existing website to attract and retain more customers and give a clear call to action.We would like to work with students to develop a new website that is easy to maintain while providing an appealing interface for users. This can be achieved through common site building tools such as Wix, Webflow, and WordPress.This will involve several different steps for the students, including:Researching different site-building tools and their associated advantages / disadvantages.Conducting a needs analysis to determine which platform is most suitable.Building a website, with our assistance in providing the content.Providing training on updating and maintaining the website.Bonus steps in the process would also include:Recommending potential upgrades or features that can be included in the website

Customer & Prospect Engagement Emails

We are a boutique financial services firm that focuses on retirement and financial planning for institutional clients with a focus towards public education employees. Our firm target markets to our niche client. We hope to revamp our email marketing to increase engagement with our existing customers.We would like to collaborate with students to create new email campaigns.This will involve several different steps for the students, including:Familiarizing themselves with our target market, products and services.Recommending new email campaigns and drafting emails.Designing evergreen campaigns - possibly including but not limited to Frequently Asked Questions (FAQs), “How To” Guides, tutorials, or industry resources.Considering the subject line, clarity, tone, and length of our emails.Recommending a frequency for our marketing emails.Bonus steps in the process would also include:Recommending email marketing tools.

Logo Redesign

Turning Pointe Financial has been serving hundreds of customer's financial planning needs. We would like to update and revamp our existing brand to attract more customers.We would like to work with students to develop a new logo that aligns with our company’s mission and story while providing an appealing design for users.This will involve several different steps for the students, including:Familiarizing themselves with our company’s story, mission and vision statements.Brainstorming logo ideas that suit our company and providing justification for each idea.Designing and testing the best logos to garner input.Refining and improving logos based on feedback.Bonus steps in the process would also include:Developing a finalized logo for implementation.