Challenge

Develop an overall brand and position strategy for Caplan Financial Group as a sophisticated financial planning organization, while attracting upscale professionals as potential client prospects.

Solution

Working with Caplan, Mind Inventions defined the key target audiences enabling the team to quickly establish the appropriate messaging and design direction to establish Caplan Financial as a hands-on, personal touch, financial service provider. An engaging web environment was created to highlight the hands-on approach, depth of expertise and benefits of working with the Caplan Financial Group. The site also incorporates a password-protected client area allowing a team member to post any correspondence or documents needed for review by clients. An overview brochure/carrier folder with accompanying laser compatible datasheet was created to provide information regarding Caplan’s products and services for the financial planners when meeting with clients and prospects.

Result

Caplan Financial Group has received positive feedback regarding the new communications materials. The newly launched web site’s client area has provided for improved customer service and a more efficient internal business process.