We are a B2B company providing services & software to financial firms. Vital Advisor is a product about to go to market (and already in use by a few commercial clients under a previous name). Vital Advisor is customer relationship management (CRM) software, created by financial advisors for financial advisors. The company behind the product is CATS Collaborative (client activity tracking software), and the collaborative is ready to release the product and make it available outside of the initial collaborative firms.
We are a small (growing!) business, and we focus on the customer service and flexibility/customization of the product, rather than competing solely on price.
Benefits of the Product, and typical phrases we use to describe it:
do more with less
be as efficient as possible
maintain regulatory compliance
CRM for financial advisors by financial advisors
built by small business for small business
Service not Software
We’re part of your team
Target marget is Financial Advisory firms, typically range from single person firms, to 10 person firms (small to mid sized). The product typically speaks to high-end, affluent males. People who manage other people's money, and make investing decisions. Many are typically Certified Financial Planners (CFP). They read the Wall Street Journal, Barron’s, The Economist, FA Magazine, Bloomberg, CNBC, and Investors Business Daily.
A version of our 2 min elevator pitch:
Vital Advisor is geared for FAs. A companion for growth with powerful, easy-to-learn and use, big firm features. It grows as you grow.
Mission Statement: Vital Advisor is a highly configurable, intuitive, easy-to-learn software solution, enabling financial advisory firms the means to optimize communications, maintain commitments, and deliver superior customer service.
We're looking for a logo to use on our website (coming soon!). Because there is no existing logo, we hope to have a few variations of logo treatments to review and choose from. We're open to creative ideas that will resonate with the target market, and stand out from the pack.
Logo should be business-oriented and use current design trends to showcase relevancy in today’s competitive market.
Tone: Approachable but business oriented. Current. NOT Stale. Hip, technology based.
We'd like a vector logo so we can re-size as needed for the website.