ASCEND FINANCIAL EDUCATION & RESEARCH

Startup in Capital Markets Training & Equity Research

Ascend Financial Education was a startup venture founded by an experienced group of Wall Street professionals. Providing institutional-quality education in the capital markets, Ascend focused on in-person training and mentoring, with emphasis on advanced equities, options, and commodities. They also serviced small companies with sell-side equity research.

Our Work:

1. Logo & Visual Identity Branding
2. Strategic Planning & Marketing
3. Sales Pitch Decks
4. Collateral & Copy for Services & Events
5. Three WordPress Websites & Online Demos

Institutional Quality as a Core Positioning

We worked with the Ascend team on all levels, including branding, marketing, strategy, and digital media production. Starting with brand strategy, we developed Ascend’s brand, content, and marketing materials, emphasizing the startup’s comprehensive and institutional-level insights as well as the accomplishments and credentials of its team.

Digital Media, Sales Presentations & Courses

Our team put together a range of sales presentations and helped create seminars, designed & developed four WordPress websites, drafted sales presentations, and created targeted marketing campaigns.

We pitched Money.net, a trading platform and Bloomberg terminal competitor, on our training programs. Venturing into the educational technology (“EdTech”) space, we also showcased an online demo of an e-learning & certification program they would be able to implement on their platform.

THE POLARIS GROUP SIERRA GLOBAL FUND

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ASCEND FINANCIAL EDUCATION & RESEARCH

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:

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:

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: