Peloton Wealth Management Retains Synergy Marketing to Raise Awareness

Peloton Wealth Strategists retained Synergy Marketing Group to increase awareness, establish credibility and generate referrals from professionals in the business community.

Synergy’s Approach to Financial Services Marketing

When Peloton Wealth Strategists, a 25-year old investment management firm, moved its corporate headquarters from Bloomington, Indiana to Indianapolis and named a new leadership team, the firm needed assistance establishing awareness, credibility and relationships in a new business community.

Peloton hired Synergy to develop a strategic marketing plan that would differentiate the firm from competitors, build relationships with influential professionals and maintain top-of-mind awareness within the business community. This included refined brand position, new website, PR and media relations, e-mail marketing and VIP events. The agency’s marketing efforts resulted in greater awareness in the marketplace and an increase in referrals from the firm’s growing list of contacts.

If you’re looking for a strategic marketing firm with experience in the financial services and professional services industries, please contact us! We’ve worked with lenders, CPA firms, financial advisors, wealth management groups and payment processing service providers.