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You never know what drives the need for external support. For some, its lack of time. For others, it’s the need for an objective eye or strategic support. Still others simply can’t afford full time marketing management and look to us for our Virtual CMO tm offering.
Whatever drives your need, SwanDog can support it.
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We work exclusively in financial services
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With firms of all sizes
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For distributors, manufacturers and investment-product providers
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On both a retained and project basis
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Our principals and associates average over 20 years of financial industry experience
Our work spans a broad spectrum of projects, from brand develop to
training and development. The one constant is that every program we
undertake stems from a strong, disciplined marketing base.
A sampling of some of our engagements is below:
Marketing Audit
For one client, we conducted a
thorough marketing audit. As a result, we identified missed
opportunities, worked with them to redesign their marketing
organization, developed job descriptions and even pre-screened their
candidates.
Organizational Design
We’ve helped facilitate organizational redesign and rationalization to achieve best practices and fill functional voids.
"SwanDog
successfully helped our firm rethink our strategic approach to managing
the numerous and highly duplicative product-driven roles across our
organization. Dave came in with an innovative approach backed by best
practices utilized both inside and outside the financial
services industry. With SwanDog's guidance and facilitation, we
created a fully integrated, channel agnostic product
organization, allowing us to effectively and consistently communicate
and drive product creativity and innovation throughout our company."
Robin Beery, EVP and Chief Marketing Officer Janus Capital Group
Brand Development
An engagement that began as an
effort to help develop and refine a client’s corporate brand resulted
in SwanDog serving as an agency search consultant. As such, we assessed
needs, surfaced candidates, developed and solicited an RFI and
coordinated the entire process through final presentations and
selection. In this case, our subject matter expertise was the
difference maker.
We’ve Also Done:
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Business and marketing plan templating, development and training
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Marketing and value-added program development
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Marketing training and development through Marketing Fuel ™
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