the client
Through strategic insight, market-leading expertise and advanced technology, Capstone is a global investment firm that anticipates and harnesses the complexities of world markets, creating unique opportunities for their clients, team and industry.
the need
Modernize, structure and build out the brand, in order to improve internal and external communications, provide a framework for growth and position Capstone as the thought leader in volatility and an employer of choice.
the client
Through strategic insight, market-leading expertise and advanced technology, Capstone is a global investment firm that anticipates and harnesses the complexities of world markets, creating unique opportunities for their clients, team and industry.
the need
Modernize, structure and build out the brand, in order to improve internal and external communications, provide a framework for growth and position Capstone as the thought leader in volatility and an employer of choice.
the engagement
We’ve been fortunate enough to work with a diverse client list. We begin by understanding the needs of our clients, their businesses and customers -- and in turn, design the appropriate brands, products and experiences to meet them. Each engagement brings a steep new learning curve and a rush of anticipation as challenges are defined, solved and new experiences are crafted and brought to life. Detailed quantitative and qualitative research across business, brand, consumer, offering and industry ensures that all relevant issues are tabled prior to starting the journey to solve them.
"At Capstone, we see the world differently. James successfully packaged that for us to critical appraise from our team, prospective employees and investors - that’s why we hired him.”
— Paul Britton, CEO
Capstone Investment Advisors understood this when they invited us to redefine their brand, communications and engagement strategy to support their growing offering and global presence. Employee insights to the brand and culture were integral throughout the project. By using an employee Net Promoter Score we were able to measure brand alignment and included intrinsic aspects, such as pride, energy and optimism. From the beginning of our engagement, to the internal launch of the new brand and communications strategy this score improved dramatically, a testament to how important it is to integrate the process and it’s output into the fabric of the organization.
the results
Working full time from Capstone’s New York office during the project meant that our small and experienced team were literally living the unique culture of the organization, allowing us to channel that directly into its brand and communications. We hope you enjoy finding out more about Capstone Investment Advisors as much as we did helping them to create the experience. Paul Britton, Rob Kolodziej, Heather Haigh and the Capstone team, thank you for the opportunity. Oscar Valdez and Gianclaudio Angelini, as always thank you too!
services provided
- Brand and customer experience audit
- Industry, trend and landscape analysis
- Communication and touchpoint audit
- Brand strategy
- Brand architecture
- Brand creative
- Brand guidelines
- Brand and change management
- Communications and content strategy
- Customer experience and engagement
- Benchmarking and analytics
- User experience and wireframes
- Interface design
- Responsive web and mobile design
- Print and production management
- Vendor selection and management
- Branded video and text content production
- Copywriting and editing
- Communications and tools creation
- Content distribution
- Communications and tools creation