Repositioning and key messaging allow passion to shine through
THE CHALLENGE: The Presidio Group is passionate about helping clients achieve investment success. The group has over $4.5 billion in assets under advisement and specializes in three distinct areas: wealth advisory, private equity and investment management. While planning their new website, they realized they needed help uniting various voices within the firm into a unified message. And although Presidio is headquartered in San Francisco, a city chock-full of creative folks, they hired Spring13 not only because of our branding and marketing chops, but also because of our strengths in articulating the whys, and the why-nots, of a particular strategy.
OUR APPROACH: Spring13 developed lots of original ideas and presented the thinking behind each to address various viewpoints and build consensus within the group. We helped the firm articulate what sets it apart and came up with the central concept—Presidio Performance™—which could pass the financial industry’s strict regulations and compliance testing, and provided guidance on trademarking it. We then boiled down the key ingredients of Presidio Performance™ into four succinct message points: durable results, deep expertise, full accountability and dynamic teamwork. Plus, we did an extensive SEO review of Presidio’s website and provided a clear strategic plan to optimize it.
THE RESULTS: A finely tuned, repositioned firm with key messaging that works in harmony to produce a strong, unified voice. Developed for Presidio’s website and for use in all their marketing material, the new messaging successfully articulates what sets Presidio apart from the pack—and allows their passion and personality to shine through.
“Bronwen and the Spring13 team helped us fine-tune our firm’s positioning and develop our website messaging. Bronwen was great at challenging our thinking and coming up with out-of-the-box ideas for articulating what sets our company apart from others. She is not only creative and strategic, she is also great at building consensus among multiple stakeholders with opposing views (which was probably the biggest challenge of this project). Spring13 also did a thorough assessment of the SEO landscape and provided a very clear plan to improve our online search results. Bronwen and her team were easy to work with and they did a great job leading us through this process. I hope we cross paths again in the future. I highly recommend Bronwen and the Spring13 team.”
– Emese Tόth, Head of Marketing – The Presidio Group