
CREATING A CONNECTION FROM THE GROUND UP
BRAND CREATION AND MARKETING STRATEGY DEVELOPMENT FOR WELA
Capital Investment Advisors (CIA) is a fee-only financial advisory and portfolio management firm based in Atlanta, GA. CIA created a new company for investors who seek top-level investment guidance but don’t meet the high minimum investment required by many firms. As a long-standing partner of CIA, we were thrilled when the firm asked us to brand their new company – and later, develop their marketing strategy.
To kick off the branding process, we began brainstorming several company names, which included a high-level trademark search. After presenting our recommended names, CIA decided on “Wela,” Old English for “wealth.” Once they had a solid name, Wela needed a logo to match. Our team came up with five black-and-white logo concepts – but one stood out among the rest. The chosen design exhibited just the right level of sophistication. We also developed a stationary package in blue, gray and white for the logo and company.
When Wela expanded their services to include a digital advisor, they approached us yet again. We were challenged to create a website for their free tool, which lets people access their current portfolio, develop an investment strategy, and connect with an advisor. With its friendly, responsive design – Wela’s site spoke to young investors looking to start their financial journey.
To draw traffic to their new site, we developed a digital advertising campaign, leveraging social media, re-targeting and search engine marketing. The campaign featured startling facts that pulled the user in; once they reached the landing page, they were presented with ways in which Wela could help them avoid becoming a statistic of their own. A subtle pairing of popular luxury items with Wela’s own color palette added to the allure.
Our strategy needed to further entice site visitors to sign up for a free Wela account, so we set up a drip campaign through Infusionsoft – a small business CRM. We created and sent e-mails to all users who requested more info on Wela’s financial tools. We then pulled weekly reports to compare acquisition rates from e-mail to e-mail.







BEHIND THE SCENES/
CREATIVE CONCEPTS
THE RESULT
From brand inception to marketing execution, our work helped Wela make a mark in the financial services industry. Wela continues to thrive as a highly memorable, approachable brand – one that financial clients can easily connect with.
OUR WORK

IGA Potato Chips Re-Design

IGA Cereal Re-Design

AMES Branding and Packaging

IGA Popcorn Re-Design

Sany Depot

Capital Investment Advisors

M S International, Inc.

IGA Bread Packaging

IGA Shopper Rewards

Hansgrohe

Knotwood

World Outreach Fund

ECF US Video

Eco Options Logo and Website

Joy Mangano

Therma-Tru

Nashua Premium Foil Tape

Hunter Industries

Porchlight Holiday 2014

The Home Depot 2017

Iron Bridge Tools

Yamaha Dealer Catalog

Arterra

Iron-Hold Trash Bags

STOK Grills

Porchlight Holiday 2016

The Home Depot 2016

My Mold Detective

Wela

Yamaha Star

Yamaha Apparel

Schlage

Wes Moss

Yamaha Bolt

Yamaha Watercraft

Dynamite

Veranda

Genie

The Home Depot 2015

The SAE School

Marco Services

Husky

DiversiTech

Amerimax

Ironforce
