M.M. SMITH & PARTNERS

THE ASK

M.M. Smith & Partners came to DBM looking to rebrand their company, and restructure their investment management model to reach a changing demographic landscape in the wealth management / investment space.

What We Did

Capturing consumer metrics with our AI listening tools, we pinpointed the exact demographic personas M.M. Smith & Partners potential new client base. This insight allowed us to craft content tailored to those different personas. We used modern design & UX design styles to appeal to the growing younger group of investments teams that are looking for reliable partners in those investments. We took a longstanding industry perspective & brand look, and evolved it into a modern company that has the traditional know how and experience, paired with a vision for tomorrow and where this industry is headed.

DBM developed a new website for the company, along with lead generation funnel systems, digital ads, social ads, using custom photography that DBM produced with on staff content creators. M.M. Smith & Partners is now positioned for continued growth as their industry continues to evolve into a more digital centric direction.

The Results