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Our
Mission
The
Ivory River Group specializes in marketing financial services. We focus on
traditional and alternative asset
management, wealth management, and the retail brokerage. Our customized programs and
services include:
- Strategy
- Marketing Planning and Segmentation
- Product Rationalization
- Demand Assessment
- New Product and Business Development
- Brand Management
- Evaluations: Advertising and Communications Architecture
Our
Practice
Ivory River Group was founded in 2006 to provide strategic and actionable
marketing consulting services to the financial services industry including
investment management, wealth management and brokerage. Andrea Trachtenberg,
Founder and Managing Director, has assembled a team of “best-of-breed”
strategists, investment and market research analysts, sales and creative
marketing professionals with deep roots in the financial services arena. The
practice represents the convergence of strategic insights, inspired creativity,
and compelling implementation. Ivory River Group creates customized solutions
that enable financial services providers to effectively capitalize on their core
competencies. By harnessing their strengths, our clients can more easily
identify new product and market opportunities while minimizing weaknesses that
drain human and financial capital.
Our Projects
Typical projects include revitalizing established businesses beginning with the
review and rationalization of products and markets, through strategic
recommendations and implementation. Other recent consulting projects include new
product and third-party business development, qualitative research and market
intelligence, value added sales programs, relationship marketing and thought
leadership events, and integrated branding communications programs.
Our Clients
Ivory River clients span the traditional and alternative asset management
categories in both the institutional and intermediary arena as well start-up
ventures and established, mature businesses. Sample clients include Legg Mason
Investment Management, Guardian Insurance, RS Investments, TIAA-CREF, BNY/Mellon
Retirement Services, Dreyfus, Morgan Stanley Investment Management, Top Ridge
and Union Bank of California. The firm also provides an outsourcing alternative
for integrated marketing communication services that has proven to save, on
average, over 30% in marketing costs with improved efficiency and effectiveness
by converting fixed costs into variable marketing costs.
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