INSIGHT

In an industry that is dominated by several large companies who have struggled to update their practices, a team of experienced financial advisers saw a massive hole in the market. However, they required an agency they could trust and who was capable of helping them transform the financial advisory industry. 

They needed a partner who was capable of building a brand that resonated with their target market, roll out of that brand across all customer-facing elements and bring all those elements together to release the brand into the market. From there, we created The Adviser Platform or TAP for short. 

CLIENT

The Adviser Platform

INDUSTRY

Financial Advisory Sector

WE HELPED WITH

Brand Identity, Website UI/UX Design, Website Development, Product Launch, Marketing Strategy

IMPACT

Since launching TAP into the market place, the brand took the industry by storm. With independent advisers and businesses alike choosing the TAP CRM as the platform at the heart of their business. With new businesses coming on board at a rapid pace, in the two years since launch, TAP is now a relied upon element of thousands of businesses.

With a large portion of the market turning to TAP, the competitors have been forced to react by attempting to adapt their products to emulate the features offered by TAP.

With the financial industry undergoing constant change, TAP is constantly evolving and updating. Giving their advisers the safety net they need to focus on growing their business.

Talk to us about your next project

09 215 6309
kiaora@bbtdigital.com

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The Adviser Platform Branding