Originally built in-house at William Blair to support industry leading advisors, SYSTM is a digital wealth management platform designed to provide any independent wealth advisor the same
top-tier tools that William Blair’s advisors use in their day to day business.
Together with Foundational, we were brought in initially to develop a name and an identity. We were then brought in to assist in the brand positioning and foundational brand strategy for the brand, inclusive of audience persona research and key messaging development. This work was codified into a brand book, which then served as source material for sales collateral (tear sheets, brochures), website (content and design), as well as marketing campaigns and social media strategy.
Please contact us to view a full case study.
