financial services marketing case study
Grobstein Teeple Time for business evolution
Highlights
Industry

Financial Services & Consulting

Location

USA

Audience

Middle-market enterprises

Problem

Outdated brand seeking national expansion

Solution

vCMO team + brand overhaul

Outcome

Tripled web traffic and doubled conversions organically

Rundown

Grobstein Teeple (GT) was a thriving US-based financial services practice, with 50+ staff working in offices on East and West coasts, set to expand across the US and beyond. Working far beyond standard accounting, their services took in cybersecurity, forensic accounting, restructuring, litigation support and business consulting to name a few.

Like many great companies, GT had been focused on delivery and had put their brand on the backburner for over a decade. But with expansion on the horizon, they needed a brand, website, and activation as dynamic as their irrepressible personalities—and as sophisticated as any major financial brand.

Insight

Accounting and financial services take on special gravitas when matters of litigation, cybersecurity, expert witness, and insolvency are part of the service. With over a decade at the forefront of such work in California, GT was set to deepen its expansion, and to undertake marketing for the first time.

To reach and engage new clients—beyond the direct referral which had built its business through sheer expertise and excellence of service—a brand, website and activation was needed to powerfully put the case for sophisticated expertise, as bankable as any global financial institution.

Execution

Briefing process uncovered three core realities for the brand—the personality of its people, the depth of its expertise, and the seriousness of its service areas.

Among its services, Grobstein Teeple were the financial people to call when things came to a head—insolvencies, litigation, expert witness situations. The core concept of Go time captured the intensity of the situations GT commonly dealt with, as well as the energy, responsiveness and expertise they offered when the chips were down.

The vernacular dimension of Go time communicated immediacy and humanity, while the executions Time for… built a headline and campaign language that addressed the raft of audience needs.

The visual brand used bold geometry to depict the stability and trustworthiness of the

brand, while the strong red and dark palette combined with formidable typeface to anchor the gravitas and cross-cultural relevance of the brand.

Website planning took in SEO with extensive service descriptions through page structure and content. Strong headlines and forced scroll elements stepped the audience through value propositions with strong shifts in perspective. Striking photography framed by brand elements showed the distance and detailed eye of serious technical expertise—an island of calm in extreme moments.

Marketing activation took in events, media and digital campaigns, with branded launch party, LinkedIn messaging, and video content. Ongoing marketing support for Grobstein Teeple’s newly enabled team helped see offices grow across the USA, and international activity expand considerably.

Response

“We now communicate world-class sophistication at the heart of all our work”.

Howard Grobstein
Director, Grobstein Teeple

World-class
sophistication.

Howard Grobstein
Director, Grobstein Teeple

Thanks Name, down-loading now

closing in 3