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Typical Assignments
Our client relationships are, for the most part,
connected with new project ventures or competitive
initiatives. Our recent work has included a variety
of strategic and tactical assignments for financial
companies and service providers to the financial services
community.
Examples of our recent projects include:
- Product line review and brand positioning. (Clients:
Mutual fund companies in the US and Canada)
- Development of marketing and positioning strategy
for new product launches. (Client: US asset management
firm)
- Branding and development of a complete, turnkey
marketing program (Client: Leading e-business solutions
provider)
- Coordination of vendor assessment, ongoing project
management and content development services for
a significant eLearning initiative. (Client: Global
investment manager)
- Syndicated market research, on a joint venture
basis, with Dalbar. (Syndicated project, with 20
corporate sponsors)
- Organizational review and development (Clients:
Global asset managers)
- Preparation of a white paper on asset management
industry trends. (Client: Global consulting firm)
Click here to learn more about
our team members’ experience
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