Riverfront Investment Group - Financial Services Marketing
Financial Services

RiverFront Investment Group

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01

We Get You


How do you create a brand as dynamic as the financial markets?

Like tributaries flowing into a river, our relationship with RiverFront brings together many connections made in the course of circle S studio’s history. We first met the marketing director when he was a regional sales manager at a predecessor of Wells Fargo Advisors Financial Network, where the founders of RiverFront also made up the core of the investment strategy team. When he opened his own industry consultancy, and again when he joined RiverFront, he knew he needed a branding partner with a deep understanding of the retail financial advisor. Fortunately for us, the answer was crystal clear.

Our discovery sessions brought an impressive set of differentiating qualities to the surface: an investing approach that is disciplined yet fluid enough to adapt to the dynamic nature of the markets; the energy of a young entrepreneurial group combined with the power of seasoned industry veterans who have weathered market cycles; and a left-brain analytical prowess tempered by a right-brain gut instinct. We summed all these characteristics up with a brand platform of “The Art and Science of Dynamic Investing.” To create a striking visual palette, we turned to representations of fluid dynamics.

 

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02

We Guide You


What happens when you strive for total transparency?

RiverFront has a steadfast commitment to transparency with the advisors they serve and that philosophy guides every marketing decision. In addition to the investor-oriented public website, we built a sophisticated password-authenticated site specifically for financial advisors. In addition to a steady flow of thought leadership and market commentaries, they can access a complete toolkit of fact sheets, real-time trade rationales and a proposal generator to create client-ready materials. Marketing automation software that is fully integrated with the CRM enables the marketing team to see which advisors are actively engaged with the content on the site as well as in social media.

Website Features

  • Highly Custom CMS
  • Proposal Generator allows Advisors to combine commentaries and offerings materials for tailored presentations to clients
  • Extensive Tool Kit makes resources easily available to Advisors
  • Complex integration with multiple third party software applications
  • Integrated forms for account setup and commentaries sign ups
  • Firm level authentication tailors content based on availability at that firm
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Stuart Porterfield, Director of Retail Sales and Marketing, on partnering with circle S studio

"You have to understand intimately the business that your client's in, and I feel circle S does that. They have expertise in certain areas but the knowledge and ability to learn new ones. At the end of the day, if you're looking for someone to partner with and you don't talk to circle S studio, you're doing yourself a disservice."

03

We Grow You


What happens when there’s a steady stream of smart thinking?

Achieving growth in a portfolio is about taking a long-term view, and we take the same approach. Leveraging the power of analytics, we measure engagement in digital channels and continuously find ways to create an optimal experience for financial advisors. With the launch of eight new sub-advised exchange traded funds and model portfolios, we are helping the firm reach a new audience while maintaining the long-standing relationships they’ve built.