[ PROJECT OVERVIEW ]

ELEVATING OPEROSE’S BRAND AND VOICE

As the fastest-growing wealth management firm in Wisconsin, Operose provides boutique services backed by institutional strength, working with clients to provide customized solutions that align with their unique financial goals. To maximize its growth momentum, Operose seized the opportunity to rethink its messaging and visual identity and rebuild its web presence — capturing the steady confidence that defines its brand.

[ THE CHALLENGE ]

Operose sought support to define and tell its story - both narratively and visually.

The recrafted identity would serve their current priorities and lay the foundation for continued growth and momentum well into the future. Operose sought a new look, strategic messaging updates, and a revamped website.

[ THE SOLUTION ]

At Mueller Communications, we bring together strategic storytelling and thoughtful design to build brands that stand for something — and stand out.

MESSAGING

Sometimes, it’s easy to walk the walk – but how does an organization talk the talk? Mueller Communications worked with the Operose team to build foundational messaging that clearly demonstrates the firm’s mission, values and business pillars. This process included:

 

  • Executing an audit of historical brand, strategy, and collateral documents;
  • Developing and distributing a customer insights survey to better understand how and why individuals come to Operose, current perceptions of the organization, and potential growth opportunities;
  • Facilitating a StoryBrand messaging session with Operose key leaders and stakeholders; and
  • Creating a brand messaging platform to put Operose’s exceptional work into words and enable consistent branding across platforms to amplify the message.

Boutique Service,
Institutional Strength

Operose delivers customized financial solutions to meet your investment advisory, family office, tax and alternative investment needs. We assess your current financial situation to tailor a unique solution that aligns with your desired outcomes and objectives. Our high-touch service is backed by institutional strength, allowing us to deeply invest in your financial success and execute with swift, discerning confidence.

[ OPEROSE MISSION ]

We founded Operose to provide financial solutions differently. Offering boutique services backed by institutional strength, we work with our clients to provide customized solutions that align with their unique financial goals.

VISUAL BRANDING

Mueller created a visual brand identity that reflects the Operose ethos and puts the firm’s best foot forward. Taking knowledge gained from the messaging audit as well as a discovery meeting with Operose leaders and feedback from the Operose team, Mueller developed a new brand for Operose, inclusive of a logo, brand fonts, branded graphics, and a brand standards guide to inform future collateral.

WEBSITE

With a new visual identity and messaging finalized, Mueller got to work on a new Operose website to match. The Mueller team developed the site architecture, leveraged the messaging platform to create content and copy, and put all the pieces together for a website that is sleek, user-friendly, and easy to navigate on the back-end.

[ THE RESULTS ]

Operose redefined its identity, gaining clarity, confidence, and a brand that matches its ambition.

SERVICES RENDERED

[ WE’RE HERE TO HELP ]

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