Audley asset management

CASE STUDY – FINANCE

TRUST
POWERFUL
ENGAGE

The

LEGACY

Achieved

TRUST
POWERFUL
ENGAGE

PROJECT INFO

Audley Asset Management was formed in 2017, with the aim to provide independent financial advice from experienced experts who have worked across the finance industry for many years.

Audley approached us for guidance on how to correctly position themselves in the market, along with a strategy to reach a new audience utilising targeted marketing activation.

Audley Asset Management was formed in 2017, with the aim to provide independent financial advice from experienced experts who have worked across the finance industry for many years.

Audley approached us for guidance on how to correctly position themselves in the market, along with a strategy to reach a new audience utilising targeted marketing activation.

IMMERSIVITY

Following a Brand Mapping session Audley underwent with our sister agency Brand Elect (be.), it quickly became clear that Audley was not the average IFA. Being positioned as a boutique offering within the financial industry, it was important that Audley’s marketing highlighted their people focus narrative, and the effect of their good advice – their strapline being “Focusing on what matters”.

Through taking a deep dive into surrounding competition, we knew that the vibrancy of the Audley proposition was going to have true brand distinction compared to the usual corporate styling seen in the financial sector. The brand’s colourful identity meant we could create a unique brand stamp across their marketing.

ACTIVATION

As part of the creative marketing outreach, we produced videos of the Audley team explaining their services and their views on the latest finance news.
Traditional media activation included printed collateral, to demonstrate Audley’s authority in the finance industry.

Digital activation included creating an engaging new easy to navigate website that outlines their ‘people-first’ offering and results, along with engaging blogs and webinars. In addition, we developed a series of social media campaigns with eye-catching content for consumers to connect with, managed their SEO rankings and built lead-generation funnels to best support their campaigns to their targeted audience on Facebook.

DATA

A hybrid of digital and traditional media was implemented to help Audley increase their asset under management portfolio from £25M to £120M in just 4 years.

By developing a website and creating a stronger presence on social media with engaging content from photography and video sessions, brand affinity was formed, and as a result, new business was gained.

LEGACY

By putting people at the forefront of their brand proposition, has not only made it easier to get audiences to ENGAGE with Audley and the services they offer, but it is also much more likely for clients to put their TRUST in the Audley team as their branding and marketing is very approachable. Unlike the more corporate IFA brands out there, Audley has secured a unique place in their industry market with a POWERFUL brand presence.