Intrua Financial

“Our name, the messaging, and solutions from Circlefifty have positioned us for massive growth. The unique ability to translate our vision and values into business solutions is unmatched. It’s been the foundation for allowing us to grow from a small one location firm, to now in over 10 markets managing $8 billion in assets.”

Chris Merla, COO

Business challenges we solved

 

Houston Wealth Strategies was preparing to merge with another independent financial firm. The firm knew that aligning cultures would be crucial for the upcoming merger. A new name and aligned brand messaged was critical in order to position them for future acquisitions in markets outside of Houston. The new name, Intrua Financial, and supporting brand systems have positioned Intrua to add billions of dollars in assets to their portfolio and expand into multiple markets outside of Houston.

  • Naming

  • Brand Messaging

  • Market differentiation

  • Visual identity

  • Campaign development

 

Solving unique challenges

For years, the Intrua team never considered using client testimonials because there were so many limiting factors with compliance. The videos could not mention our client, Intrua, and the stories couldn’t talk about achieving results. We embraced the challenge and leveraged the slogan we developed, “In The Moments” to help set the tone for the campaign videos.

 
 
 
 

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