Formidable
Summary
Cincinnati-based wealth management firm Formidable Asset Management was seeking brand identity, website design, and technology solutions to create a clear opportunity 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.”
Technology Highlights
1.1
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
1.2
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. Additionally, simplifying the public name from Formidable Asset Management to just Formidable elevated the brand and allow for easier brand recognition.
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
1.3
Web Design
1.4
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