Building a global funds management brand - locally

Brand & product communications - investment
Brand & visual identity
Writing & editing
Communications strategy
Campaign
Stakeholder communications
Sales & product support

Goldman Sachs brand & product content

Building a global funds management brand - locally
In bringing together the JBWere and Goldman Sachs brand in Australia, the focus was on building a new platform for sales, client service, product development, marketing, comms & media, and digital functions.

Client

Goldman Sachs JB Were

Released

January 5, 2004
Jan 5, 2004

Timeframe

12-24 months

Project Type

Brand & product communications - investment

Technology

Office suite Adobe Indesign-Acrobat Proprietary ad software Proprietary asset management software
Goldman Sachs brand & product content

Overview

Our vision was to build a robust marketing platform to roll out the new Goldman Sachs JBWere brand in Australia and harness new product oppoortunities. Greater use of digital communications, stakeholder managent, social media, and web development were additional factors.
In the ultra-competitive landscape of investment and wealth management, Goldman Sachs JBWere recognised the need for a more innovative solution that would unite the key areas of sales, investment, product, and marketing. The existing market in Australia offered fragmented solutions at the time; boutique managers were ascendant, forcing clients to compromise (as relevant) on global product, service, and investment expertise.
Goldman Sachs brand & product content

The Challenge

Goldman Sachs JBWere faced significant obstacles in launching the new brand in an ultra-competitive asset management landscape in Australia. The re-brand required a high level of expertise and delicate execution to drive sales while not cannibalising or destabilising the exisitng, trusted JBWere brand and products.
Beyond branding challenges were the practical challenges of building a robust product suite led by a new 'halo' hedge fund. These challenges included matching product expertise with marketing resources, communications and media support, sales and investment integration, linkages with Goldman Sachs abroad. A deeper problem was uniting people comfortable with existing JBWere processes and culture - with new teams, processes, and products from Goldman Sachs globally.
Goldman Sachs brand & product content

The Solution

We researched, developed and built a rebranded marketing and communications platform to service and promote new and existing products and investment processes. The new marketing architecture ensured that re-branded products, client service, media, digital, and investment expertise were launched smoothly and communicated clearly.

Office suite Adobe Indesign-Acrobat Proprietary ad software Proprietary asset management software

The client experience was crafted around a revamped, global, trusted brand backed by the resources of Goldman Sachs but with the existing, trusted JBWere brand as a core focus. We integrated connectivity between asset management, broking, and M&A divisons to ensure the rebrand in Australia was maximised and protected the existing JBWere brand was protected.

Goldman Sachs brand & product content

Goldman Sachs brand & product content

Performance Results

The integration of the new marketing-comms-branding platform marked a significant shift in how the firm promoted and launched new products. The platform not only launched a highly successul product that garnered over A$1bn in assets under management (a single hedge fund product), helped lower business risk, but also created significant savings of approx. $500K through an integrated, firmwide marketing platform that previously was fragmented.
Product sales
Product sales

Assets under management increase

3$bn
3$bn
3$bn
Client engagement
Client engagement

Client newsletter readership

10K
10K
10K
Brand awareness
Brand awareness

Brand survey

60%
60%
60%

Beyond the numbers, the new Goldman Sachs JBWere marketing and comms platform fostered flexibility, creativity, technical expertise, and a strong product-launching capacity. The platform proved highly robust in scaling the business while retaining flexibility and being adaptive to new opportunities and risks as they arose.

Goldman Sachs brand & product content

Final thoughts

Goldman Sachs JBWere's re-brand and marketing platform redefined what was possible for the firm at the time. The integration of the platform's processes, communications hub, client servicing capbilities, product suite, and investment integration - allied with a strong and emerging digital capability - created meaningful impact in challenging environments and ultimately drove higher sales.

Goldman Sachs brand & product content

Credits

Credits

James Williamson
Marketing, Sales, Product teams - Goldman Sachs JB Were
Communications Manager - Goldman Sachs JB Were
Marketing Manager, Design, Sales, Investments

Goldman Sachs brand & product content

Credits

James Williamson
Marketing, Sales, Product teams - Goldman Sachs JB Were
Communications Manager - Goldman Sachs JB Were
Marketing Manager, Design, Sales, Investments
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We transform brands.
Your success is next.

Start your project now by booking a one-on-one consultation.

Meet the partners who are part of our success story
Team working in an office watching at a presentation

We transform brands.
Your success is next.

Start your project now by booking a one-on-one consultation.

Meet the partners who are part of our success story
Team working in an office watching at a presentation