Case Studies

Fintech strategic messaging and rebranding

Lucido turned to BPM Works and Salmerón& Co. to build out the company’s strategic messaging and branding –positioning the company for growth in its core business and expansion into software solutions.

Highlights of the solution:

• Fractional CMO to scope requirements and lead the rebranding effort
• Build-out of compelling messaging for target segments and personas
• Development of brand strategy and creation of brand identity design including logo, style guide and branded templates
• Creation of website and content that reflects that new brand identity

“We had a key deliverable for investors for a re-branding and what I loved about working with Paul and Jose was that they brought fantastic expertise and were great listeners. As a firm that is growing quickly, we did not have a lot of time. They were exceptionally capable and, at the end, our investors were quite pleased as well” says Sean Kilpatrick, CEO, Lucido

More information

Persona and industry vertical programs

Implementing personas in Enterprise B2B at Clarivate Analytics

“We needed to find a way to implement Personas as part of our transition from thinking about products to creating industry propositions, which are based on the Lifecycle of Innovation at our customers. The BPM process and platform enabled us to do this.”

Global Head of Marketing, Clarivate Analytics

Messaging and sales tools based on a persona view of customers

This multi-billion dollar business data supplier had developed a new market segmentation that included not just industry sectors but also buyer types e.g. Managing Director, Financial Director, Director of Operations.

The challenge was to put together the value propositions and messaging for the new segmentation and create the necessary supporting tools for telesales and field sales.

Vertical content and materials for financial services sectors

The European arm of this global telecommunications company already had a large number of financial services firms as customers but enjoyed relatively low share of wallet and saw the opportunity to penetrate the sector more deeply.

However, selling a wider range of products more successfully against the competition required a greater understanding of customer challenges in the very different sub-sectors within financial services.

Launching new products and service lines

Market and customer insights, and messaging for new trading service

This multinational firm was looking to increase the footprint for its trading network by introducing a new service on its existing platform.

However, the Equities trading space is crowded with a number of incumbents providing similar services.