Opening New Doors for Opes Advisors

Looking to repo­si­tion itself in the finan­cial mar­ket­place, Opes Advisors came to Elixir for help shaping their brand and per­cep­tion via new mes­saging and a visual lan­guage. Opes is an inno­v­a­tive finan­cial advi­sory firm that inte­grates wealth man­age­ment and mort­gage ser­vices to help clients make better finan­cial deci­sions throughout their life­times. Its founders have insight from first-hand expe­ri­ence on how real estate is an essen­tial com­po­nent of good finan­cial health. Their exper­tise and life expe­ri­ences spurred them to build a com­pany of immense integrity and unprece­dented approach to finan­cial plan­ning, one that con­siders the impact of finan­cial deci­sions now and into the future.

In a mar­ket­place full of hollow promises and mar­keting mumbo-jumbo, Elixir’s greatest chal­lenge with this project was com­mu­ni­cating the truth. With a team of  writers and illus­tra­tors, Elixir cre­ated a new web­site and col­lat­eral mate­rial to tell Opes’ story in both print and online, and fur­ther com­ple­mented this with a new com­pany Intranet used by more than 400 employees every day. The new site and col­lat­eral have helped Opes Advisors to better artic­u­late their unique offer of inte­grated wealth man­age­ment, retire­ment plan­ning and real estate financing ser­vices through their mort­gage bank. Elixir’s strategy and design included helping the com­pany rede­fine their brand voice, and a warm look and feel for their new design style.

Check out The uni­verse is con­spiring to help you.

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