Summary
Cincinnati-based wealth management firm Formidable was seeking solutions for growth while overhauling their organizational structure, business processes, and strategic direction.
Partnering in 2016, we worked together to establish a growth platform and allow them to deliver on their mission of providing “sophisticated investment and financial growth strategies custom built for their clients.”
Initial deliverables included a full rebrand, replacement of nearly all technology platforms, migration to the cloud, and creating a clear business process for growth.
Technology
1.1
Chief Technology Officer Services
Fractional CTO services provide dedicated leadership similar to an in-house CTO, including strategic planning, tech oversight, and informed decision-making.
Cybersecurity Management and Consultation
Outsourced Cybersecurity Officer services include education, real-time security monitoring, and regular compliance testing to meet regulatory standards.
Website Hosting and Analytics
Website hosting services with proactive monitoring, management, and updates, plus platform analytics that track engagement, traffic, and content performance.
Managed Services for IT Operations
Managed IT services using Azure and Acronis, covering cloud infrastructure, backup and recovery, and remote monitoring for improving performance.
Technology Highlights
1.2
Rapid onboarding in under 24 hours for 5 new advisors, with complete setup of email accounts, phone systems, compliance paperwork, and internal systems.
Achieved a 95% conversion rate for client accounts, successfully transferring assets, records, and service agreements from previous firms to Formidable.
Completed a full 100% migration to the cloud, ensuring secure access, centralized data management, and improved operational reliability for the entire team.
Successfully completed two SEC examinations with zero findings across technology systems, branding and marketing assets, and comprehensive cybersecurity controls.
Innovation solutions including robo advising, automated client billing, video collaboration/client meeting platform, and portfolio management and allocation system.
Implemented over 6 integrated solutions covering CRM systems, financial management, risk analysis, planning tools, and secure client portal technologies.
Brand Identity
1.3
While the name “Formidable” conjours feelings of strength, power, and confidence — it was imperative the brand remained approachable. Capitalizing Formidable in a gracefully practical serif provided just the right balance of formality and benevolence.
Formidable’s logomark was inspired by the deeper meaning of what it means to be “formidable” in the financial space and the philosophical concept that describes them as interconnected forces. Varying principles and methods balanced within a space to create a singular symbol of unity. We personalized this idea through the use of interlocking “F” characters.
Brand In Use
1.4
Web Design
1.5
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