Built a new trust company brand and brought in close to $100M in new assets in the first year.
Darwin Trust is the trust company that protects today’s wealth to create tomorrow’s legacy. When they brought us in, they were ready to put gas on the fire to compete for customers’ share of wallet. They knew it was not going to be easy to break through with the multitude of established players already in the asset management market. They needed strategic thinking and experienced execution to efficiently and effectively achieve an aggressive goal for new assets under management.
Strategic Approach
Our A Team led several specific strategic engagements, along with delivering fractional strategic leadership.
Growth Street partnered with Darwin Trust Company to:
- Deliver fractional growth leadership
- Create a go-to-market strategy laser-focused on a specific target audience
- Create a differentiated brand to connect with customers in a new way
- Create the website (design, copy, everything)
- Craft a sales pitch deck
- Map-out and refine the customer on-boarding process
- Launch a differentiated content strategy
- Maximize a key industry partnership to fuel new assets
- Asked to join Board of Directors
- Deliver fractional growth leadership
- Create a go-to-market strategy laser-focused on a specific target audience
- Create a differentiated brand to connect with customers in a new way
- Create the website (design, copy, everything)
- Craft a sales pitch deck
- Map-out and refine the customer on-boarding process
- Launch a differentiated content strategy
- Maximize a key industry partnership to fuel new assets
- Asked to join Board of Directors
Oh, and we pivoted the entire go-to-market strategy through a pandemic. Giddy up!
Unrivaled Results
Differentiation
Created “The Darwin Difference,” leading with people, Darwin the Dog
and trust to stand apart from the competition by being human.
Clarity
Made it easy for customers to choose with their wallets, resulting in achieving
their aggressive AUM goals faster than anticipated.
Alignment
Cultivated sales and marketing alignment through go-to-market market
pivot, resulting in an exceptionally high win-rate.
Efficiency
Minimized wasted spend by clarifying brand position and target audience,
retained and grew assets during 12 month Covid period, built an unrivaled market leadership advantage, surpassing AUM goals.
Client Testimonial
Melissa Sommer
President & CEO
Darwin Trust Company
This was my second time working with the Growth Street team. They continually impress me with their ability to ignite strategy with action. I was looking to move quickly as we defined our market strategy and roadmap for Darwin Trust Company. I knew that a cookie-cutter approach would never cut it when trying to stand-out in a very crowded market. Their process created the strategic foundation we needed to build momentum quickly. From the 30,000-foot view down to the words on the page, they roll-up their sleeves and make it happen.They never miss a deadline and their ability to collaborate and build relationships across teams was paramount to our success. They deliver the candor and transparency you need when you’re growing a business. Every member of the team is ready to make it happen and they helped us achieve all of our aggressive goals and more. When you need a partner you can trust to help you grow your business, look no further!