Brief
nVest Advisors is a financial services provider that revolutionizes investment accessibility for individuals across income brackets by offering top-notch services at affordable rates.
To support its expanding business and ambitious reach objectives, nVest’s founder + CEO, Jeremy, recognized the importance of an effective, holistic marketing plan, which included total rebranding, custom web design, and sales funnel planning.
Solution
We revamped nVest’s visual identity with a brand new logo, custom illustrations, and a refreshed color palette, inspired by the Colorado Springs mountains, to convey a contemporary, modern image and highlight the company’s commitment to customer-centric services.
We also built an SEO-rich, fully-compliant, custom WordPress website to showcase nVest’s data-driven practices, attract new customers, and provide current customers with membership-specific resources.
We topped everything off with a clear marketing strategy to address sales funnels, from email marketing campaigns to social media strategy to develop leads, upsell + cross-sell customers, and more.
DELIVERABLES & results
New brand identity (logo, color palette, typography, style guide, and more)
Custom illustrations and marketing templates
New website
Marketing plan, with an outline of all sales tactics by funnel
brand identity
The logo we built for nVest Advisors centers growth and accomplishment. We were inspired by the mountains that dot Colorado, where nVest is based, and bring in the majestic colors of the sunrise. Founder Jeremy Torgerson believes strongly in what mountains symbolize: aspiration and achievement; so we built a logo that features mountains set against each other, which also look like upward growth arrows of a financial chart to emphasize the results-oriented and data-centric nature of nVest’s financial services.
- Natural resource management, with collective water budgeting, harvesting, and management, as well as farmland management for agricultural livelihoods
- Women’s and tribal communities’ livelihoods, as we established a supply chain for women to create value-added products from water-efficient agriculture.
In addition to primary project work, we also did extensive cultural documentation, grassroots awareness on sexual assault and legal recourse, and research on caste and gender disparities.
LOGO
The logo we built for nVest Advisors centers growth and accomplishment. We were inspired by the mountains that dot Colorado, where nVest is based, and bring in the majestic colors of the sunrise. Founder Jeremy Torgerson believes strongly in what mountains symbolize: aspiration and achievement; so we built a logo that features mountains set against each other, which also look like upward growth arrows of a financial chart to emphasize the results-oriented and data-centric nature of nVest’s financial services.
Teal green
COLOR PALETTE
We upgraded the bright green previously used by nVest Advisors to a sophisticated teal, which still represents the financial stability and wealth as a member of the green color family but is much more modern and understated. Teal exudes a sense of confidence and professionalism, while also conveying a contemporary aesthetic, making it an ideal choice to represent a forward-thinking financial institution in today's market.
We added some corals and yellows as contrast colors to represent Colorado, where the firm is based, and pay homage to the beauty of Garden of the Gods Park and Pikes Peak at sunrise, both of which have played a central role in founder Jeremy’s life, incorporating an element of forward-looking hope.
CUSTOM ILLUSTRATION
We customized financial illustrations to suit nVest’s color palette and financial guidelines. We ensured inclusivity and professionalism by sticking with
WEBSITE DESIGN
MARKETING STRATEGY
Effective sales funnel implementation is crucial for businesses as it streamlines the customer journey, maximizes conversions, and drives revenue growth. By strategically guiding potential customers through various stages of the funnel, we helped nVest Advisors understand how they can capture leads, nurture relationships, and ultimately convert them into paying customers.
The sales funnel and market strategy we built for nVest Advisors ensures a systematic approach to lead generation through social media, email marketing, and SEO-rich blogs, identify areas for improvement with current customers, and achieve measurable results by implementing a cohesive, end-to-end customer experience.
Reach:
Drive
awareness &
consideration
Nurture:
Spark interest &
desire
Onboard:
Educate
customer on
brand, products,
and services & set
high standards
Convert:
Help people
become first-time
customers
Engage & Keep:
Stay in touch with current customers by & reactivate lost customers
Grow:
Cross-sell and
upsell current customers & follow through on
high standards
Major Presentations
FUNDRAISING
During my tenure at Seva Mandir, I spearheaded a successful fundraising strategy by writing grants to major global funders, securing a remarkable 15 crore INR (approximately 2.5 million USD) in contributions.
Additionally, I conducted extensive grassroots research to identify areas of greatest need and formulated a comprehensive 5-year plan for allocating funds across three major regional blocks in Rajasthan, ensuring the most effective utilization of resources to uplift rural communities and foster sustainable development.
Through diligent grant writing and strategic engagement with donors, we achieved significant financial support, enabling the organization to continue its impactful work in addressing critical social and developmental challenges in rural Rajasthan, India.
PROCESS CREATION + IMPLEMENTATION
During my tenure at Seva Mandir, I spearheaded a successful fundraising strategy by writing grants to major global funders, securing a remarkable 15 crore INR (approximately 2.5 million USD) in contributions.
Additionally, I conducted extensive grassroots research to identify areas of greatest need and formulated a comprehensive 5-year plan for allocating funds across three major regional blocks in Rajasthan, ensuring the most effective utilization of resources to uplift rural communities and foster sustainable development.
Through diligent grant writing and strategic engagement with donors, we achieved significant financial support, enabling the organization to continue its impactful work in addressing critical social and developmental challenges in rural Rajasthan, India.
Sample mini water budgeting project
In my mini-project, I conducted a detailed analysis of water budgeting and management practices at the village level in Parwat Kheri, Rajasthan. This comprehensive study delved into the community's water resources, consumption patterns, and conservation efforts, aiming to identify potential challenges and propose sustainable solutions to enhance water availability and usage efficiency in the region. The project shed light on the significance of localized water management strategies to address water scarcity and support the well-being of the residents in Parwat Kheri.
ACADEMIC PUBLICATION
Our academic paper, co-authored with Laxmi Thakur and Varsha Rathore, explores the critical importance of providing rural women in Southern Rajasthan with leadership spaces, alongside capacity-building training. By presenting our research at the conference "FUTURE OF WOMEN ’20: The Next Generation of Women: Equal Rights, Equal Opportunities, and Equal Participation," we shed light on the significance of empowering women to become fully realized leaders within their communities. The paper advocates for a holistic approach to gender equality, emphasizing the need for both skills development and opportunities for women to take on leadership roles, fostering a more inclusive and progressive society.
