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At Carpenter Group, we deliver strategic branding and marketing communications solutions to the Financial Services industry. Our passion for our market is unmatched — for 30+ years we’ve been a trusted agency partner to many of the top financial brands.
Carpenter Thinks is where we share our perspectives on financial industry trends in marketing, design, client experience and more. You’ll even find some random musings that spark our interest…hopefully they’ll spark yours too!
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Archive
Author Archives: Polly
Defining a Brand From the Inside Out
In our last post, we talked about how effective communication — both internal and to key business partners — is crucial for companies pursuing innovation. But developing internal communications strategies should be a central part of any change-management initiative, especially in businesses struggling with consolidation and organization-redefining competitive challenges. In his 2011 top-ten Priorities for [...]
Posted in B2B marketing best practices, Brand matters, Thought leading content Tagged brand champion, brand culture, branding, change management, consolidation, internal communications Comments closed
Innovation and Communication Go Hand in Hand
We all know it takes creativity, ambition and a lot of hard work to innovate in business. But the heavy lifting of innovation can come to nothing without an equal commitment to communication. One of the biggest obstacles to successful innovation is a lack of effective communications both within the organization and among key business [...]
Posted in B2B marketing best practices, Thought leading content Tagged carpenter group, communications, Innovation, polly carpenter Comments closed
Eight simple marketing activities for challenging times
Every economy brings opportunities. As a Marketer, you need the foresight to take advantage of those opportunities. We’ve put together a checklist of eight simple Marketing Essentials that are designed to promote the overall health of your business – especially during challenging times.
Posted in B2B marketing best practices, Sales tools, Thought leading content, Uncategorized Tagged carpenter group, client experience, communication audit, Marketing activities, Marketing best practices, marketing strategy, messaging, polly carpenter Comments closed
Facebook is the tool of choice for retail investors, while wealth managers rely on Linkedin
So, despite regulations social media use is spreading like wildfire through the financial services industry.
Posted in Financial industry scoop, Rules & regs, Social media Comments closed
Financial Overhaul Rules = Profound Change for Financial Services Providers
The Dodd-Frank Wall Street Reform and Consumer Protection Act, signed by Obama on Wednesday, is receiving significant attention given it touches so many parts of the financial services industry. This complex ruling has yet to receive a memorable acronym, but according to the WSJ, DRANK may sum it up for those who think that the [...]
Posted in Financial industry scoop, Insurance, Mutual funds, Retirement, Rules & regs Comments closed
Destination: Inspiration.
How I spent a summer weekend…
If crowded weekends in the Hamptons or the Jersey shore are leaving the inner artist in you uninspired this summer, a trip to Storm King, the outdoor sculpture park in Mountainville, NY may be for you. Be sure to bring a camera. Friends and I headed up to Storm King on Sunday to see Stephen [...]
Posted in Great design, Inspiration Comments closed
Highlights: Financial Services Social Communications Leadership Forum
A few weeks ago, Heather Strekal, an account exec and social media strategist at Carpenter Group attended the BDI Financial Services Social Communications Leadership Forum, sponsored by FaceTime Communications and The Wall Street Journal. She reports: “What a great event for sharing best practices. In attendance were upwards of thirty senior marketing and communications executives [...]
Posted in B2B marketing best practices, Brand matters, Financial industry scoop, Inspiration, Social media Comments closed
Life imitating art imitating life
Inspiration for the BP logo redesign contest. Spotted on the way to work this morning on the corner of Lafayette and Houston Streets.
Posted in Brand matters, Inspiration Comments closed
Are your communications designed with the visually impaired in mind?
Billboards, street signs, brochures, websites – just a few examples of the thousands of visual communications we encounter each day. Chances are, if you’re reading this post, you may be responsible for developing visual communication for your clients. Did you ever stop to think about the fact that a sign, or a brochure you create, [...]
Posted in Great design, Inspiration Comments closed

Five ways to optimize your marketing budget