CBC and Clientific Publish Guide to Branding Wealth Management Services for Affluent Client Segments

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Financial services consultants Clientific and Creative Brand Communications discuss key challenges and issues in branding wealth management services for the affluent market, and how to address them.

financial services branding wealth management affluent marketing
It takes a strong understanding of brand, differentiation and segmentation to really get the most out of the affluent market and avoid commoditization

Creative Brand Communications (CBC) and Clientific have jointly published a new white paper guide called “The Affluent Branding Cookbook.” In the white paper, Clientific and CBC present and discuss nine unique challenges of branding wealth management services for affluent clients, including “You Are (probably) Not Your Client” and “Your Brand Positioning Is Too Similar To Your Competition's.” The authors propose solutions to these challenges, and offer discussion about best practices and keys to success.

“The affluent market segment offers so much branding potential to wealth management firms, but it takes a strong understanding of brand, differentiation and segmentation to really get the most out of the market and avoid commoditization,” said Jeff Stephens, CBC's founder and CEO and co-author of the paper.

“Financial institutions of all sizes are increasing their emphasis on affluent clients, and over the course of our careers, we have seen a lot of examples of what works and what doesn’t in reaching these clients. We believe this is a timely and important topic for financial marketers,” said JP, Nicols, founder and CEO of Clientific and co-author of the paper.

The Affluent Branding Cookbook white paper is available for free instant download from both consultants' websites at http://www.creative-brand.com/cookbook and http://www.clientific.net/cookbook.

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About Clientific
Clientific is a research and innovation firm that helps financial institutions and financial technology companies improve client engagement and accelerate revenue growth with affluent clients. Learn more at http://www.clientific.net.

About Creative Brand Communications (CBC)
CBC is the leading brand engagement consultancy for the financial services industry. CBC helps entrepreneurial financial services companies stop being commodities by creating companies that customers and employees truly care about. Learn more at http://www.creative-brand.com.

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