CLIENT DESCRIPTION: Moenio Consulting guides financial advisors to win (and keep) ultra-high-net-worth business. It is the only firm in the wealth management industry offering guidance based on very distinct, yet invaluable, insights gained from a behind-the-scenes perspective of real-life client/advisor interactions.

ASSIGNMENT: Velocitas was hired to develop a brand image for Moenio Consulting and handle all marketing activities for the launch. This included website development, video production, social media and CEO thought leadership content, and public relations.

RESULTS: Velocitas developed the content for a new landing page that included a contemporary and interactive design, as well as produced a high-end video introduction to the firm for distribution via LinkedIn to advisors nationwide. We crafted a launch press release that resulted in significant national pickups and international media interviews within the wealth management vertical.