Every week, Alpha Agency tackles a truly varied collection of client issues and requests. From brand messaging to website builds, creative refreshes to campaign calendars, and more – our clients’ needs are as complex as the industry within which we operate.
In response, we’ve built a team that can fit and flex, with interdisciplinary skills that allow us to address multifaceted marketing requests and pivot our approach when needs change.
Think of it like an orchestra. Individual instruments on their own can produce music. When they come together as one, though, it creates an exceptional sound.
To give a peek behind the curtain, content writers Riley Panko and Ben Timi Nuga reflect on recent engagements where our interdisciplinary skills powered client partnerships that delivered meaningful impact.
Project #1: Overlapping expertise to establish and grow a strong foundation
Take a project we conducted with a boutique investment management firm. The firm, known for their OCIO services, has a long heritage in building strong relationships regionally. To solidify their brand against competition and continue to expand nationally and globally, though, they needed more than just heritage. They needed an evolved brand to carry them into their next era, and a marketing strategy able to communicate their solutions and value to discerning new audiences.
We partnered with the firm across two stages. First, we conducted foundational discovery and strategy work while building out a new brand narrative that spoke to what’s truly distinct about the firm’s offerings, expertise, and culture. From there, our creative team had a rich repository of information and inspiration to conduct a full visual refresh of their brand and build out a compelling new campaign concept.
We believe that marketing strategy, brand messaging, and brand visuals are all stronger when they draw on each other. By combining these skills within this project team, we sought to create a foundation for end-to-end marketing excellence as the firm moves forward.
Project #2: Many voices, one message – marrying perspectives for market-ready positioning
In another brief, a global asset manager with a long pedigree and a recognized leadership position in real estate wanted its public-facing story to work harder. The brief was clear: refresh the website and core corporate copy so that it reflected both tenure and present-day strength in property markets, without lapsing into generic claims. The task was as much about distillation as it was content generation.
We were engaged to develop the messaging architecture, test it in market, consolidate the findings, and support activation across web and owned channels. The first movement was internal: structured interviews and workshops with a cross-section of stakeholders. The goal was to surface truth before crafting tone: what their clients value; how the team excels in market; where the evidence is strongest. Only then did we turn outward, pressure-testing language with representative audiences to assess the resonance of the new messaging; highlighting the areas that needed refinement and informing our amendments.
We practice marrying perspectives every day. Moving between design, copy and campaign strategy - across different briefs and teams - requires a culture of clear and effective communication, positioning us well to tell our clients’ stories. This time it was language; and while next time it might be a website or a visual system, the discipline stays the same.
Project #3: Evolving briefs - from strategy sprint to end-to-end creative build
More recently, we were consulted by a global active manager to help showcase a fund range: each fund distinct, but all sharing a common philosophy. The initial brief was a strategy sprint and compact creative toolkit. As work progressed and the conversation matured, the project grew into a full campaign - a natural expansion rather than a change of heart.
We mapped the characteristics of each fund to a unifying metaphor system, clear enough to guide our audience yet restrained enough to avoid cliché. As the brief matured, static concepts evolved into a suite of animated explainers, motion-led social assets and a modular landing-page experience. Because product specialists, writers, designers and animators worked together from the outset, those shifts read as natural progress rather than scope creep.
Keeping the same strategic approach from the project’s inception ensured polish and sustained alignment through to its delivery phase. The finished campaign held its shape across formats - from graphic posters to online social feeds - because it was built as a scalable system of cohesive parts, and not as a set of one-off deliverables. That cohesion is the practical benefit of leveraging an interdisciplinary approach: when these disciplines work in concert, work can travel further without extra lifting.
Bringing method to the madness
At the end of the day, successful investment marketing is not always linear. Needs change and shift in response to the market, team dynamics, and the increasingly quick pace required to stay competitive in today’s industry.
In a market that trades on change, an interdisciplinary team is the counterweight. It combines the reliability of shared operative principles with the wisdom to intuitively adjust, drawing on specialist depth without losing coherence. When strategy, research, creative and content think together, we can organically adapt to these changes rather than reacting to them – with intention, precision, and scalability.
To learn more about how the Alpha Agency team can work with you to achieve your marketing goals, contact us here.