Envoy Financial has been serving the financial & retirement planning needs of faith-based and non-profit organizations since 1991. Their customers include churches, mission agencies, and other non-profits in 48 states and over 60 foreign
countries.
In 2012, Envoy Financial gained approval to become a Broker Dealer and Registered Investment Advisor. To accelerate this new business offering, Envoy contacted Convey to re-envision their brand and design a completely new, customer-centric
web experience. Convey conducted a top-down brand review and thorough customer assessment. The result is an approachable brand that supports their promise of “Trusted Advice Along the Way.” The brand’s visual voice translates seamlessly across
all touchpoints — including website, trade show graphics, collateral, stationery, and educational materials.
The epicenter of Envoy’s brand is their customer website, which offers their 10,000+ members self-service tools and educational content to manage one’s financial investments. In addition to the enhanced customer experience, Convey constructed
a fully-functional content management system allowing Envoy to update the site daily with new and timely content. Envoy’s marketing director put it this way, “Never before have we had all the tools at our fingertips to instantly manage our
site’s content and make changes as quickly as our customers demand it.”
Envoy Financial has been serving the financial & retirement planning needs of faith-based and non-profit organizations since 1991. Their customers include churches, mission agencies, and other non-profits in 48 states and over 60 foreign
countries.
In 2012, Envoy Financial gained approval to become a Broker Dealer and Registered Investment Advisor. To accelerate this new business offering, Envoy contacted Convey to re-envision their brand and design a completely new, customer-centric
web experience. Convey conducted a top-down brand review and thorough customer assessment. The result is an approachable brand that supports their promise of “Trusted Advice Along the Way.” The brand’s visual voice translates seamlessly across
all touchpoints — including website, trade show graphics, collateral, stationery, and educational materials.
The epicenter of Envoy’s brand is their customer website, which offers their 10,000+ members self-service tools and educational content to manage one’s financial investments. In addition to the enhanced customer experience, Convey constructed
a fully-functional content management system allowing Envoy to update the site daily with new and timely content. Envoy’s marketing director put it this way, “Never before have we had all the tools at our fingertips to instantly manage our
site’s content and make changes as quickly as our customers demand it.”
Convey Studio
1053 Elkton Drive,
Colorado Springs, CO 80908