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“Tom worked with our broker dealer at Riggs Bank on a new marketing approach. He got results and we were very pleased with the work that Tom performed for us.”

—Henry Morneault
Chief Operating Officer
Zdenek Financial Formerly CFO Riggs Financial

Branding, Marketing and Corporate Communications

Why This is Important to You

Your brand is your reputation and your most valuable asset.

BrandingIt is much more than a logo or an advertisement, more than the packaging on a product (although those things matter). Your brand is how all your stakeholders—customers, prospects, business partners, employees, regulators, media—see you. It is based on every interaction with your firm: the quality of your products, how you answer the phone, the ease of working with your customer service staff, the appeal and comfort of your branches, your online persona, the personality projected by your media efforts.

How you choose to position yourself with these stakeholders defines you; often separating distinction from extinction.

Do your wealth management business lines promote your bank’s brand? Are they integrated into the fabric of the organization or do they appear to be an independent entity?

One way to enhance your brand is by developing a proactive client communication plan.  Because if you are not controlling the narrative, someone else is, the media, a relative, bloggers, tweeters and others happy to tell your clients what to do.  Those wealth management firms controlling the form and frequency of the dialogue are those capturing a position of leadership in their clients' eyes. 

How We Work With You

We typically recommend that you begin with a Brand Audit so that we can help you explore all of your wealth management client and prospect touch points to determine where your organization is strong and where it can improve.

Your Brand Audit Report will provide a thorough examination of where you are now, with strategic and tactical recommendations on how to achieve your next level of brand success.

If you want to focus strictly on your organization’s brand identity, marketing materials and collateral—how you essentially are communicating your brand elements—we also can conduct a standalone Image Assessment, which evaluates those elements.

Based on your goals and resources, we will then create a cohesive strategy that enhances your brand’s marketing and communications impact, through direct marketing, public relations, advertising, events and Internet communications.

We will also work with you to formalize client communication processes to ensure your marketing team and your client-facing staff communicate with clients and prospects using the cost effective tools to optimize the frequency, impact and format of these critical touches.

What This Means For You

  • Increased client loyalty
  • Less client attrition
  • Control of your value proposition, competitive positioning and corporate image
  • Front of mind positioning with clients and prospects seeking solutions
  • Control of the client experience
  • Demonstrated market leadership

Who Will Help You

Kane Carlton is a consortium of the best and brightest talent in the wealth management industry. This confederation of seasoned professionals combines decades of practical experience in highly specialized disciplines with a no-nonsense, innovative, results driven focus with a singular mission - to help you.

Tom Kane

Thomas C. Kane, Founder and Chief Transformation Strategist

Learn more about Tom and how his 35 years of practical experience in financial services can help you.


 

Why Kane Carlton

We help our wealth management clients make informed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions designed to reduce costs, increase revenue and stay competitive. Yet, unlike pure consulting we pride ourselves on being on the field and in the game with you, focusing on implementing the work product we create.

We understand that the thin line separating a flourishing career from unemployment and a thriving franchise from a failed business is a combination of the decisions you make. So make your first decision the right decision -- decide Kane Carlton.

Learn more about our firm and how we help financial institutions like yours optimize results in the delivery of wealth management products and services.

Who We Have Helped

See a partial list of financial institutions like yours that we have helped.

Where You Begin