Our approach

The biggest enemy of commoditized financial brands is indifference. To defeat that indifference, your prospects and customers need to know why your brand matters to them. Here’s how we create solutions that do that.

We’re ruthlessly
customer centric.

We think deeply about the needs of the audience and evaluate everything we create by asking: “Does this help the people we are trying to motivate?” This is critical because people need to trust financial services brands to choose them, and we believe trust is created by being helpful. When work starts from a place of being helpful, your brand is well on its way to building foundational trust.

Some tools we use to deliver customer centric thinking:

We ruthlessly
challenge assumptions.

We see a LOT of Client briefs. Many are filled with copy and pasted “insights” handed down from brief to brief and passed off as sacred even if years old. We pressure test those with questions like, “When did you gain those learnings?” “What was the context in which they were learned?” “How have you thought about the changing landscape, whether competitive or attitudinal, that your audience now finds themselves?” In short, before we start thinking deeply about your business challenge, we make sure you and we are working from substantiated and current insights.

Some tools we use to deliver customer centric thinking:

  • Audit of existing Client research and
    campaign performance results
  • Primary qualitative and
    quantitative research
  • Secondary research and
    digital expectation research

We’re ruthlessly
focused.

We know why Clients hire us — to help them deliver meaningful business results. We never lose sight of that, and how our customer insights and vetted assumptions help us create work that delivers those results. In short, we’re never distracted by approaches or visuals just because; everything we develop for your brand will have purpose, and that purpose is ultimately linked to bottom-line business results.

Some methods we use to stay ruthlessly focused:

The Shiny Method

Each client and project is unique and deserving of a unique solution. Our Method enables us to get to those in a nimble, structured, and helpful way.

1

Learn

We dive deep and educate ourselves about your business, audience, and competition.

2

Distill

We boil down what we’ve learned and identify creative approaches to help achieve your goals.

3

Imagine

We explore what’s possible. Home in on what’s meaningful to your customers. Then—with your help—refine the ideas to get them market-ready.

4

Release

We release the work into the world, measure the results, then use those learnings to amplify the impact.

Ready to break through your audiences’ indifference?

Get helpful information in your inbox

Success!

You're on the list. Helpful tips are headed to your inbox.