Created a refreshed brand, positioning and digital marketing program introducing a global crowdfunding investment portal.
Primary and secondary research used to identify high net worth investor, family office and registered investment advisors offering alternative investments (real estate).
Brand positioning, strategic messaging, new visual identity, templates and brand standards created for company’s website, marketing materials, investment memorandums and other investor communications.
Hired NOI Strategies to assess IT infrastructure and systems to ensure secure and cost-effective new web-based marketing and investor ecosystem.
Develop formal RFP requirements in order to select an investor portal SaaS (software as service provider).
Integrated marketing plan developed featuring digital marketing strategy and web ecosystem (website, investor portal, and leading email/marketing automation platform to support lead generation).