Round Table Wealth Management

Round Table Wealth Management

Round Table Wealth Management, a growing and successful investment and wealth management firm, selected TE+A as their marketing partner to revitalize their overall brand. From imagery and messaging to collateral and digital assets, Round Table wanted to elevate their presence while maintaining their corporate identity and the strong affinity they share with their client base.

Branding Solutions

TE+A worked closely with Round Table to conduct a brand audit, reviewing all branded collateral and digital components, and identifying areas that required improvement. Through comprehensive brand sessions with the client’s leadership and marketing teams, TE+A defined the roadmap to making the suggested improvements, including a new corporate website and enhanced digital presence. From presentations and quarterly reports to emails and social media platforms, TE+A cast a fresh, more contemporary look and feel to Round Table’s materials and memorialized these enhancements in a brand’s standards guide to ensure consistency and continuity was maintained.

Digital Solutions

A complete redesign of their corporate website and all digital touchpoints was one of the top priorities. From showcasing the history and vision of the firm to highlighting the vast experience of their staff and areas of expertise they possess, TE+A created and launched an enterprise solution that tied the firm’s CRM system, lead capture forms and outbound email system to the new website. Additionally, a comprehensive resource center was created by TE+A to promote Round Table’s thought leadership position and improve the user experience.

Marketing Solutions

Email communications and marketing efforts were emboldened through stronger management of the client’s online presence and the new visual standards of their materials, uplifting the brand to a new level. TE+A provides ongoing marketing services, including the creation and promotion of podcasts, webinars, and white papers, as well as social media and email marketing.