
ODYSSEY CAPITAL GROUP
Branding
Visual Identity
Web Design and Development
8 Weeks
Wealth Management
Financial Advisory
Primary Goals
01: REVITALISE THE BRAND:
Inject fresh energy and purpose into the firm’s identity to better connect with its ideal clients.
02: REDESIGN THE WEBSITE:
Transform the firm’s underperforming website with a complete redesign that maximizes ROI on ad spend and positions Odyssey as the obvious choice for the four ideal client profiles identified during our research and strategy phase.
Strategy
We worked closely with Alex to refine ideal client profiles and tailor both branding and messaging. The four profiles identified were:
• Soon-To-Retire Corporate Professionals: Transitioning from wealth accumulation to sustainable income.
• Professional Athletes: Wealth and tax strategies for long-term stability post-career.
• Tech Entrepreneurs: Reducing tax liabilities and ensuring financial security for future ventures.
• Families & Legacy Builders: Growing and protecting wealth across generations.
Instead of overwhelming visitors with services, the new site centers on these client profiles. Prospects can easily self-identify, explore solutions tailored to their challenges, and take action through clear CTAs.
Outcome
Within just 3 days of launch, Odyssey’s site delivered:
• 22 new leads
• $30 million in AUM pipeline value
The new messaging, branding, and site structure worked in tandem with ad campaigns to maximize ROI and attract high-value prospects.