CLIENT SUCCESSES

Rosen & Company

B2C / B2B / Insurance & Risk Management

Revitalized the brand’s look, feel, positioning and messaging and developed marketing assets to reflect a contemporary brand. Created marketing plan and calendar for digital, print and live platforms.

Challenge & Opportunity
A privately-held company specializing in asset protection and risk management services for high net-worth households on the consumer side and offers similar services to the business sector. Founded in 1967, the brand was “tired” and dated in its branding. The marketing and communications strategy needed to be revamped and more proactive in approach. Aligned to the execution of the new marketing and communications strategy, an array of new marketing materials and ads were developed for print and digital media.

Services & Solutions
Integrated marketing and communication strategy and plan developed and launched simultaneously with brand update.

Conducted market and competitive research to understand current challenges, competitive differentiation opportunities, and the needs, motivations and key drivers of both the consumer clients, and of the business clientele.  Leveraged insights to inform all brand development, and the marketing and communications strategy and plan development.

Developed unique value proposition, positioning, messaging, and revitalized select aspects of the brand’s visual identity while leveraging the brand’s strong legacy since 1967.

Creative Services and Content Development included and not limited to print and digital assets, website strategy and content development, and marketing materials including company brochure, advertisements, articles, case studies, and more. Developed marketing and communications strategy, plan and programs for leveraging professional partnerships, networks and referrals. Created and launched PR, media and event marketing plans for consumer market.

Online, offline and other print and digital materials, tools and resources were created for the sales and client service teams.  Training internal leadership team on verbal and written articulation of new brand.

Outcomes & Results
Client is continually perceived by its audiences as the “best” in their areas of expertise and remains the role model for others in their business from brand perception, awareness, engagement and client satisfaction. Business and YOY growth remain solid and strong.

Revitalized the brand’s look, feel, positioning and messaging and developed marketing assets to reflect a contemporary brand. Created marketing plan and calendar for digital, print and live platforms.

Challenge & Opportunity
A privately-held company specializing in asset protection and risk management services for high net-worth households on the consumer side and offers similar services to the business sector. Founded in 1967, the brand was “tired” and dated in its branding.  The marketing and communications strategy needed to be revamped and more proactive in approach. Aligned to the execution of the new marketing and communications strategy, an array of new marketing materials and ads were developed for print and digital media.

Services & Solutions

Integrated marketing and communication strategy and plan developed and launched simultaneously with brand update.

Conducted market and competitive research to understand current challenges, competitive differentiation opportunities, and the needs, motivations and key drivers of both the consumer clients, and of the business clientele.  Leveraged insights to inform all brand development, and the marketing and communications strategy and plan development.

Developed unique value proposition, positioning, messaging, and revitalized select aspects of the brand’s visual identity while leveraging the brand’s strong legacy since 1967.

Creative Services and Content Development included and not limited to print and digital assets, website strategy and content development, and marketing materials including company brochure, advertisements, articles, case studies, and more. Developed marketing and communications strategy, plan and programs for leveraging professional partnerships, networks and referrals. Created and launched PR, media and event marketing plans for consumer market.

Online, offline and other print and digital materials, tools and resources were created for the sales and client service teams.  Training internal leadership team on verbal and written articulation of new brand.

Outcomes & Results
Client is continually perceived by its audiences as the “best” in their areas of expertise and remains the role model for others in their business from brand perception, awareness, engagement and client satisfaction. Business and YOY growth remain solid and strong.

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