Engaging with financial advisers and wealth managers to high-net-worth individuals requires a unique approach.
The Signature solution provides a truly bespoke service designed with larger advisory and wealth management specialists in mind. High-end advisers are the key target demographic for this service, which caters for those with clients who require specialised support to service their more affluent clientele.
Gencia created a brand identity that elevated the Signature offering to appeal to the Discretionary Fund Manager, whilst being sympathetic to The SimplyBiz Group, who provide this tailor-made service offering.
Every Signature pitch is bespoke and Gencia worked closely with the team to create the myriad of templated editable documentation which can be updated for every prospect. This enables the sales team to freely edit their individualised sales pitches, whilst still ensuring brand consistency.
