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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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Category Archives: Thought leading content
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 [...]
Also posted in B2B marketing best practices, Brand matters 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 [...]
Also posted in B2B marketing best practices 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.
Also posted in B2B marketing best practices, Sales tools, Uncategorized Tagged carpenter group, client experience, communication audit, Marketing activities, Marketing best practices, marketing strategy, messaging, polly carpenter Comments closed
Schwab joins the conversation
Just last week Charles Schwab started a Twitter feed for it’s RIA clients: @Schwab4RIAs. The regulatory concerns attached to social media continue to make it a challenging platform for the financial services industry to embrace. Schwab appears to be well-positioned so far by the prominent display of the guidelines it must follow. For those of [...]
Also posted in B2B marketing best practices, Financial industry scoop, Rules & regs, Social media Tagged branding, carpenter group, Charles Schwab, communications, compliance, financial services, marketing strategy, regulatory, RIA, social media, Twitter Comments closed
Better late than never
Recently there have been a number of public articles and internal strategic discussions in asset management firms suggesting that after the economic meltdown, the industry faces a new imperative as it relates to retirement– and that a focus on retirement assets is now requisite. Granted, the combination of households having lost a substantial amount of [...]
Also posted in Financial industry scoop, Inspiration, Retirement Tagged DB plans, DC plans, defined benefit plans, defined contribution plans, fund net cash flows, long-term care, managing asset allocatioon, qualified plans, retirement income, retirement savings Comments closed
Shocker for the day: The rich read.