Overview.
Enterprise Investment Advisors [EIA] is a new registered independent investment advisory group targeting the high net worth and affluent market with a broad service offering including investment and wealth management, financial planning, retirement solutions, and trust planning and administration.
Potential.
Due to the serious problems and lack of public trust big banks and other large financial institutions have experienced over the last few years, Enterprise Investment Advisors decided to launch a local investment and wealth management firm that was single mindedly focused on their clients. EIA approached Trinity for help with the branding and marketing of their independent service offering to businesses, individuals, and non-profit institutions with a goal of increasing awareness and consideration among prospects and current Enterprise Bank customers within the affluent and high net worth markets.
Realized.
Developed and launched a new ‘Focused on you’ advertising campaign and website emphasizing the planning and investment competence of their people and service offerings around their client-centric approach to investment management. Trinity created and implemented a compelling message and integrated marketing plan targeting prospects via local print and radio media as well as a direct mail campaign to select current Enterprise Bank customers.
Work.
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Brochures
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