Assured Support Compliance Advisory

We developed a brand framework and engagement strategy to capture Assured Support’s very different way of looking at financial-services compliance

Assured Support is unlike any financial services company we’ve met. They’re experts in helping financial advisory companies – including some of Australia’s largest – to better understand and manage their advisers’ regulatory compliance obligations.

During our initial brand-development work with Assured Support’s CEO and team, it became obvious that they see the world of compliance through a completely different lens. Where others see complexity, ambiguity and uncertainty, Assured Support sees solutions and opportunity.

By providing the expertise, processes and systems to assure regulatory compliance, they were also giving clients a newfound insight into their advisory services – a powerful ability to see and understand more about their business and financial advisers.

A new way of looking at compliance – as a business enabler, not a handbrake. A new way to see more.

Our initial brand strategy work with the client team revealed something extraordinary (and quite spontaneous) about the value provided to customers: a near-perfect balance of ‘compliance’ and ‘creativity’.

We followed up with deeper dives, interviewing Assured Support’s customers and prospects, to help formulate the company’s audience segmentation strategy – from those who saw compliance as a necessary obligation, to those who saw it as a strategic business advantage (‘compliance meets creativity’).

We consolidated our findings and insights into a brand framework – giving the client’s team a clear understanding of their mission, brand DNA and customer value proposition.

We developed the corporate narrative and brought it to life in outward-facing communication – from new business presentation decks to customer proposals.

And we worked with the team to design an interactive customer on-boarding and retention journey – embedding it in Assured Support’s own cloud-based regulatory technology system they provide to their customers.