TRIAD SECURITIES

An Industry-Leading Prime Brokerage With a Personalized Touch

Triad Securities is a world-class prime brokerage founded in 1976, with a personalized touch, combining state of the art services with a family-run culture. Their 300 institutional clients benefit from Triad’s operational support, trade execution services, as well as their industry-leading IPO & secondary issues reports.

Our Work:

1. Visual Identity Branding
2. Institutional Pitch Deck
3. Factsheet Marketing Collateral

Differentiation Based on a People-Centric Approach

We created several pitchbooks and a factsheet for Triad, based on a thorough discussion and exploration of Triad’s prime brokerage, trade execution, IPO reporting, and other services, as well as in-depth market research.

We differentiated Triad from its competitors in each market, emphasizing its family-run and people-centric philosophy throughout.

Pitchdecks and Factsheets Which Captured Breadth of Services

We designed & developed Triad pitchbooks with a modern, cutting-edge design, emphasizing Triad’s position as a leader in its market. We also focused on the narrative flow of the presentation: with company timelines, leadership slides, services breakdowns, and market positioning leading into more specific operational details and revenues.

SUSLENSKY LAW OFFICES, PC DORF & NELSON

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TRIAD SECURITIES

DIGITAL MEDIA PRODUCTION

A business’ online presence is an integral part of its brand – in a world where clients and customers often first discover and engage with you online. A strong website is an opportunity to inform as well as strengthen your brand and the connection with your audience.

We build online credibility through design, content, and functionality – creating or modernizing websites with high-impact branded imagery, UX-friendly features, and persuasive messaging.

Our websites and social media are highly customized to the client’s visual identity and long-term strategy. We work closely with our clients, and in conjunction with design and development teams for maximum impact.

We also provide customized online marketing focused on LinkedIn advertising and outreach.

Our digital media production services include:

MARKET RESEARCH

Market research provides the means for businesses to better understand their clients and customers and make more informed business decisions. This is especially important in an increasingly crowded, digitized, and complicated economic landscape.

Through a deeper understanding of your clients and customers, their pain points and desired solutions, you can steer resources into services (or products) that will satisfy specific needs.

We provide customized market research for our clients with both qualitative and quantitative techniques, through primary and secondary research.

Our market research strategy services include:

BRAND STRATEGY

Every successful business is built on strategic planning. These businesses require detailed, thought out, and creative strategies to identify, build, and promote their brand.

The result of a strong brand is a deeper customer / client connection, employee loyalty, as well as investor confidence, all translating to higher revenue.

We partner with our clients by delving into and finding the unique qualities and characteristics of their product or service offerings that set them apart from the competition. Combining quantitative and qualitative techniques, we accelerate businesses growth through such differentiation.

Our brand strategy services include:

CORPORATE & INVESTOR COMMUNICATIONS

Powerful communication is the bedrock of your connection to your audience, prospects, and investors.

Whether you need a sales presentation, an investor pitchdeck, marketing collateral, an online presentation, we provide high-impact, institutional-level materials which give you a competitive edge in a very crowded market.

Combining creative graphic design, rigorous analysis (garnered from our legal background) – as well as the perspective of a narrative presentation — we create the design, copy, and organization of the complete deliverable, ready to be shared.

Our communications services include: