Financial Services

Brand Refresh

A 30-year old established brand in financial services, ProVise Management Group sought the help of Harrison Creative Group as it was expanding its marketing efforts. We helped to modernize the brand with an updated logo, photography, collateral, print ads, and website.



Brand Messaging

The first step in refreshing the brand was establishing consistent messaging that we could layer across the company’s printed collateral, web presence and advertisements. This exercise began with a brainstorming session with key stakeholders within the organization, asking each participant what type of value they thought the company provided its clients.

Brand Guidelines

During our initial evaluation, we recognized that ProVise was in need of a consistent brand identity. The materials we reviewed contained conflicting brand messaging, colors, fonts and logos. We worked closely with leadership to establish guidelines that ensured the brand’s assets would match the level of professionalism of its employees.

Marketing Collateral

With brand guidelines created, we revamped the company’s marketing collateral to provide an overview of services for new clients.

Branded Video Series

Video can tell a brand's story in vivid ways that the written word simply can’t. We engaged with ProVise’s CEO on a video series in which he talks about the reasons why clients choose ProVise for financial planning advice.

Corporate Photos

Harrison Creative Group provided creative direction for a friendly and professional corporate style photo used for print and web assets.

Brand Refresh Result

ProVise has implemented the new brand style throughout its organization, including a renovated corporate office. The brand refresh sparked a new website and digital marketing campaign that generates interest in their financial planning and investment services. 

Is your organization ready for a refresh?