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To talk with wealth advisors, bankers, & investors you have to speak their language.

Grafik Financial Experience

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Page 1: Grafik Financial Experience

To talk with wealth advisors, bankers, & investors you have to speak their language.

Page 2: Grafik Financial Experience

BRAND CONSULTING | INTEGRATED DESIGN | USER EXPERIENCE DESIGN | INTERACTIVE MARKETING

ADVERTISING & MEDIA | SEARCH ENGINE MARKETING | PROGRAM MANAGEMENT

Fortunately, Grafik is fluent in finance. Without a language barrier, we’ve been able to work shoulder-to-shoulder

with some of the best & brightest in the finance industry,

developing brand and business solutions to generate more visibility,

greater opportunities, and increased market share.

Page 3: Grafik Financial Experience

www.sbcapitalgroup.com

You need solutions. And at SB Capital Group, we provide them at every turn. From asset liquidations and real

estate dispositions to intellectual property investments and restructuring services, we offer a myriad of ways to

help you achieve the best results possible. Call Scott Bernstein at 516.829.2400. See your opportunities rising.

ONE OPTIONIS NOT AN OPTION.

SB_Crayon_Master 062403 11/09/04, 15.381

Page 4: Grafik Financial Experience

Designing one website to address the needs

of more than a million customers is no small task;

especially when you consider the range

of financial expertise they represent.

GAINING RESONANCE( T. ROWE PRICE )

Page 5: Grafik Financial Experience

Grafik was up for the challenge, however. And working with our client’s teams over a period of several years, we designed both the public

and highly secure areas of the T. Rowe Price retail website. Using multiple content and product paths to accommodate individual

investment requirements and research styles, we’ve developed a highly interactive space that resonates with everyone from first-time

investors to seasoned financiers.

T. Rowe Price: Homepage

Page 6: Grafik Financial Experience

T. Rowe Price: College Savings Plan User Tools

Page 7: Grafik Financial Experience

T. Rowe Price: Retirement Savings

Page 8: Grafik Financial Experience

T. Rowe Price: Brand Guidelines

T. Rowe Price Brand Standards 8

At Our Core

Our brand identity helps us define exactly

what we want our brand to mean to our

customers, it helps us differentiate ourselves

from our competitors, and it helps each of

us understand what we are working toward

together. At the core of our brand identity

are five elements. Together, they represent

the foundation of the T. Rowe Price brand—

elements that are consistently interwoven

in our pursuit of the company’s objectives.

Core Identity{ the cornerstones of the brand: the principal elements on which the brand is based }

>

T. Rowe Price Brand Standards 5

The Building Blocks of Our Brand

Brand Essence

The single thought that capturesthe heart of the brand. It is aninternal statement that captureswhat is compelling and uniqueabout a company.

Core Identity

What we want people to believeabout us. The cornerstones of thebrand; the principal elements onwhich the brand is based. Consistingof credible core brand identity elements, which illustrate who weare, and aspirational core brandidentity elements, which illustratewho we want to be. The combina-tion of these two types of elements iswhat propels us forward.

Divisional Extended Identities

Division-specific extended identity elements that reflect brand elements not articulated elsewhere.

To define our brand, we must define things

that are, in essence, intangible. To help us

articulate the T. Rowe Price brand, we have

developed a system of identities — with the

essence of our brand at the heart. Together,

these elements help us present who we

are and what we do in a way that connects

with our customers and resonates with our

fellow associates.

Corporate Extended Identity

Provides texture and complete-ness to the brand and includesassociations and elements thatmay evolve over time.

Page 9: Grafik Financial Experience

T. Rowe Price: Brand Guidelines

T. Rowe Price Brand Standards 10

CONFIDENTAlways rational and consistent in our delivery of investment management, we offer customers

comfort and security. We are stable, we perform reliably, and we offer peace of mind.

T. ROWE PRICE CORE IDENTITY

T. Rowe Price Brand Standards 11

Extending Our Brand

{ provides texture and completeness to the brand and includes associations and elements

that may evolve over time }

> Commitment to Excellence

• Dedication to setting and achieving

high standards for intellect, integrity,

customer care and solutions,

and reliable performance in a

proactive manner.

> Disciplined

• Depth of knowledge and research

that drives informed decision-making

• Expertise and judgment that

increase customer confidence

• Collective intellectual capabilities

and proven philosophy leveraged to

achieve results

> Forthright

• Straightforward and honest

communications that minimize

ambiguity

• Transparent approach and

fee structure

• Breadth of information refined

into relevant, explicit insights

> Investment Expert

• Tradition of solid, consistent, and

long-term results

• Thoughtful innovator to market

with new concepts

• In-depth research and analysis

• Balanced investment style > Reliable Value

• Superior risk/return profile for

reliable performance

• Relevant customer alternatives for

a fair price

• Thoroughness of advice and execution

• Operational efficiency and

appropriate expense management

>Corporate Extended Identity

Our objectives and strategies change as the

environment in which we work changes;

we may introduce new services or expand

into new global markets.

We must respond by communicating

those new objectives consistently with

brand elements that reflect these changing

pursuits. Our extended brand identity

helps offer depth and completeness to our

brand and includes elements that may

evolve over time to allow for changes in

our business.

Page 10: Grafik Financial Experience

HIGHER RETURNS ( CONVERGENT WEALTH ADVISORS )

When the CEO of Convergent walked into our offices

more than 15 years ago, we knew little about wealth management.

And his ultra high net worth target was an enigma.

Page 11: Grafik Financial Experience

We listened carefully, though. We heard his ideas, focused our research, and gave him our best thinking. Since that day, we’ve

helped Convergent triple its business. We’re now completely immersed in the business of high net worth investments. Convergent

is managing well over 20 billion dollars in assets. And like any good financial manager, we’re helping our client achieve the highest

return with a minimum of risk.

CONVERGENT WEALTH ADVISORS: “Approach to Wealth Management,” Overview Brochure

Page 12: Grafik Financial Experience

CONVERGENT WEALTH ADVISORS: Website Homepage

Page 13: Grafik Financial Experience

CONVERGENT WEALTH ADVISORS: Collateral

Page 14: Grafik Financial Experience

It’s impossible to offer a comprehensive outsourcing solution

to three targets unless you understand its value to each user.

Of course, we immediately recognized the potential.

MAXIMUM VALUE ( FORTIGENT )

Page 15: Grafik Financial Experience

Grafik carefully evaluated the opportunity and then determined how best to market Fortigent to Registered Investment Advisors,

advisors about to go out on their own, and banks and trust companies. It was a heady challenge, but we created a full suite of

materials, including a website that clearly articulates Fortigent’s solutions and identifies the wide variety of tools and services this

technology leader makes available to its diverse clients.

Page 16: Grafik Financial Experience

FORTIGENT: E-mail Newsletter, Announcements & Reports

Page 17: Grafik Financial Experience

FORTIGENT: Collateral

Page 18: Grafik Financial Experience

BRAND CONSULTING | INTEGRATED DESIGN | USER EXPERIENCE DESIGN | INTERACTIVE MARKETING

ADVERTISING & MEDIA | SEARCH ENGINE MARKETING | PROGRAM MANAGEMENT

To find out how Grafik can help you address

your most complex marketing challenges,

please visit GRAfIK.COM

or call Teddi Segal at 703.299.4507.