Eagle Eye: Wealth management for the 21st century
ASK: define and execute the positioning, brand identity and digital presence for a new wealth management firm.
INSIGHT: a massive, digital wave is transforming the Wealth Management industry, yet 80% of wealth management firms plan no changes to their business model.
OPPORTUNITY: create a brand that could credibly contest the future of the wealth management industry.
SOLUTION: positioning Eagle Eye as a blend of fintech and family office rather than another wealth management firm. A high-tech, high touch advisor that embraces digital disruption while doubling down on outstanding and personalised service.
“Chaco’s process really helped my team express our company's vision and make our dream become a reality. Friko and his team did an amazing job and delivered a fantastic product”
-Pat Bosworth, managing partner. New York