What happens when a quickly growing firm needs help taking their marketing to the next level?
Equity Methods is a consulting firm with a national presence that specializes in stock-based compensation and other complex securities. The company had recently spun out of one of the country’s largest banks and was ready to rebuild its marketing function from scratch. Others in the industry are large brokerages and software companies with large marketing staffs and significant resources. They arrived at our doorstep ready for action with extensive internal and third-party survey results related to service quality and thought leadership preferences. Just like us, they are a small firm with big ambition: to produce a world-class marketing and communications program.
We understood immediately that they needed:
- A collaborative marketing partner—not simply a vendor—to act as an extension of their team;
- All marketing efforts to support their relational and expertise-driven approach to outreach, rather than being sales-oriented;
- Flexibility to accommodate the schedules and workstyles of their collaborative, hands-on team of consultants;
- A dedicated CSS team employing an agile approach with rapid execution.