Mersberger Financial Group

A brand refresh to better showcase their billion-dollar portfolio and customized financial planning services.

Mersberger needed an established brand identity with a modern look and feel.

They also needed help determining the architecture of their brand, including how to position their products and services.

Brand Strategy

UI/UX

Website Development

Digital Marketing

Creative Design

The Ask

Mersberger Financial Group was looking to bolster its growth and widen its impact into new territories. Their continued success relied heavily on proper communication and developing a marketing strategy, which is why Mersberger came to FifthColor and our team of experts. We needed to develop a comprehensive brand strategy that provided the insights needed for a sound, data-driven marketing plan.

The Approach

Mersberger needed an established brand identity with a modern look and feel. They also needed help determining the architecture of their brand, including how to position their products and services. Following our research and Brand Asset Valuator (BAV) Analysis, our team began to help Mersberger differentiate its offerings from the competition, identify points of differentiation that are relevant to new and existing customers, increase exposure, and establish a relationship with younger demographics.

The Outcome

We discovered that Mersberger had four clear service lines placed under the Mersberger name. Establishing this helps determine how Mersberger’s service lines are related to and differentiated from one another, as well as how the company will market to customers. Through research, we determined Mersberger’s points of differentiation, which helped drive internal and external target personas, and a sound communication plan that determined proper marketing tactics to reach each customer.