background image

Criteria

How might we adjourn our firm to the digital era & bring new business opportunities?

The miro way

Digital transformation for wealth management.

Digital transformation for wealth management.

Overview

Criteria, a leading financial group in Latin America, summoned us to help transform their business focus from the ground up. Working side by side with the board members our team re-envisioned their business model, designed a communication strategy, built a digital ecosystem, and reimagined their brand to take Criteria to the next level.

Solution

Stakeholder Alignment

We conducted interviews to prospect corporate culture & ran a series of workshops to help re-envision the business model, set business goals, align their company's vision and articulate it's value proposition.

Digital Strategy

Having set the goals, we put together a communications plan that would help convey the company's identity, value proposition and track record cohesively. in order to attract new customers & align employees with the corporate objectives.

Branding

We updated their firm's existing brand to reflect the new positioning statement.

overview image

Solution

Stakeholder Alignment

We conducted interviews to prospect corporate culture & ran a series of workshops to help re-envision the business model, set business goals, align their company's vision and articulate it's value proposition.

Digital Strategy

Having set the goals, we put together a communications plan that would help convey the company's identity, value proposition and track record cohesively. in order to attract new customers & align employees with the corporate objectives.

Branding

We updated their firm's existing brand to reflect the new positioning statement.

Transforming businesses from within.

We helped Criteria articulate their value proposition and business goals and successfully prepare their business for the digital era.

Impact

impact icon
5
New Digital products
impact icon
+153%
Social Media engagement
impact icon
+680%
Brand Awareness in 1 yr.
impact icon

Similar projects