Csenge Advisory Group
Marketing Collateral and Brand Refresh
Csenge Advisory Group, a financial planning and asset management firm serving individual investors and business clients, was in a growth mode and wanted to attract more prospective clients and new advisors to their network. The group was looking to refresh its brand and elevate its look with an updated collateral suite to provide additional service information and more fully reflect the forward-looking, value-generating image they wanted to project.
Selecting a Financial Services Marketing Agency
Csenge was aware of Blue Flame Thinking’s experience working with other wealth management firms and had seen examples of our work in branding, websites, campaigns, and collateral. After a referral from another financial services firm, Csenge asked Blue Flame Thinking to elevate the presence of their brand identity, starting with their initial need for collateral, with an eye on refreshing other tools in their communications suite.
Delivering Integrated, Fresh Branding Across a Spectrum of Materials
We started by developing a cohesive brand personality, core messaging, and graphic elements that could be used across a wide spectrum of marketing collateral pieces. We then modernized brand elements, including updates to the logo, color palette, fonts, and imagery.
Once the refreshed brand was solidified, we created a suite of print collateral, including a client-facing brochure, an advisor recruitment piece, and a pair of flyers on financial planning and asset management.
Through updated branding, key messaging points, and supporting infographic elements, we were able to frame the Csenge brand story in a new, more engaging way. The result was an elevation of the firm’s brand, setting them apart from other advisory firms.
A Collaborative Process Throughout
To really understand Csenge’s vision, we completed discovery sessions with key members of their team. This collaborative process gave us a deep understanding of the firm, their individual and business investor clients, and their objectives for growth. This proved to be an excellent investment for success. The Csenge team and firms in their network have provided positive feedback on the new collateral materials. The productive collaboration has led to a growing relationship between Csenge and Blue Flame Thinking.
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