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"AspireUp helped us understand how we could become even better at what we do well, and become known for it in our industry. We now have a marketing plan that gives us clear direction."

Jim Matson
Chief Operating Officer

Performance Trust

Performance Trust

Performance Trust is an investment banking organization that helps clients become more profitable through its strategic financial advisory services.

The Challenge

  • In recent years, Performance Trust had created a very successful niche helping community banks with their fixed income investments. Yet, it faced two major challenges:
  • First, Performance Trust was highly rated by past clients, but was best kept secret in the industry. It needed a marketing plan to increase its industry visibility without the need for huge advertising expenditures.
  • Second, the company competes in an industry that had become increasingly commoditized and price-oriented. Performance Trust needed a brand strategy that would allow it to grow profitably without a need for heavy price discounting.

The Results

  • AspireUp conducted extensive research with customers, prospects and industry experts. A new brand strategy was developed that sharpened the company's target audience focus and clarified its point of difference. A marketing plan was created that employed a cost-effective mix of online offline advertising, social media, and public relations to drive awareness and industry thought leadership.
  • With its team of media and communications experts, AspireUp developed a new marketing campaign with new imagery and messaging to stretch across all customer touchpoints: internet, print materials, industry advertising and through its sales process.
  • Since the new marketing programs were implemented, Performance Trust has seen significant growth in both customers and revenue per customer. Industry exposure has grown significantly with weekly appearances on national financial TV, a strong internet presence, and successful educational workshop series.
  • A "voice of customer" program was put in place to capture direct feedback from customers and brand metrics that would help PT continuously improve the effectiveness of its programs.