A Cincinnati based Registered Investment Advisor needed to create a new brand and establish both market and technology independence as they separated from their custodian. The platforms needed to be state-of-the-art and the brand would be used to create a dominant competitor in the RIA industry. Optimizing business processes and operational efficiencies were a requirement to allow for rapid transition of accounts with minimal impact to clients.By maintaining a cohesive link to the owner’s personality and rooted culture, the newly developed brand was able to seamlessly transition clients and firmly plant establish itself as a compelling financial enterprise.
Chief Technology Officer Services: Dedicated representation and responsibilities akin to an in-house CTO. This includes strategic planning, overseeing technological infrastructure, and driving tech-related decision-making.
Cybersecurity Management and Consultation: Outsourced Cybersecurity Officer, encompassing a wide range of services such as cybersecurity education, continuous security monitoring, and conducting regulatory compliance testing.
Website Hosting and Analytics: A full suite of website hosting services which include proactive monitoring, management, and updates. Analytics for all digital platforms with detailed tracking of user engagement, traffic patterns, and effectiveness of content.
Managed Services for IT Operations: Comprehensive managed services leveraging Microsoft Azure and Acronis. This includes cloud infrastructure, data backup, and recovery solutions. Remote monitoring and management to ensure seamless and efficient operation, reducing downtime and enhancing productivity.
Conveying ideas of a well-established fiduciary service and the owner’s personal affection for farming culture was an imperative narrative.
Harkening the spirit of traditional engraving characteristics and intricate design seen in currency and stock certificates, the “9258” numbers conveyed a message of considerate detail and craft to financial management.
9258’s core color scheme consisted of two primary colors and a few secondary colors. When possible, we used a copper foil to elevate the brand’s print materials.