Branding Marketing Strategy
Brand messaging
Confidential
Mar. 2026 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The team has brought industry ideas to the table that we were unaware of."

Jul 30, 2026

Managing Director, Bank

Anonymous

Financial services
Toronto, Ontario
10,001+ Employees
Online Review
Verified

Substance Strategy & Creative provides brand messaging and marketing strategy services for a bank. The team is responsible for handling the client's brand messaging and proposal to tell their story.

Substance Strategy & Creative's work has helped the client align their story and create a clear value proposition. The team has outstanding project management skills by being attentive, listening, and delivering ahead of schedule. Substance Strategy & Creative has also brought valuable ideas.

BACKGROUND

Introduce your business and what you do there.

I’m the managing director of a leading Canadian bank offering a wide range of financial products and services, including personal and business banking, to help clients achieve their financial goals with innovative tools and dedicated support.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Substance Strategy & Creative?

We needed to enhance our marketing reach and brand better in the private wealth space.

SOLUTION

What was the scope of their involvement?

Substance Strategy & Creative has worked on messaging our brand. They’ve worked on our proposal to tell our story in a more concise manner. The team has delivered written messaging documents and presentation materials.

What is the team composition?

We’ve worked with 2–5 teammates from Substance Strategy & Creative.

How did you come to work with Substance Strategy & Creative?

Someone referred Substance Strategy & Creative to me. I chose them over other options because they had high ratings, a great culture fit, and aligned company values.

What is the status of this engagement?

We started working with Substance Strategy & Creative in March 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Substance Strategy & Creative has helped align our team to tell one story. Before using Substance Strategy & Creative, our messaging was fragmented. Now, everyone is on the same page. Our clients and external partners have agreed that our messaging is concise, clear, and truly tells our story and value proposition.

How did Substance Strategy & Creative perform from a project management standpoint?

Substance Strategy & Creative's project management has been outstanding. The team is very attentive, listens, and delivers everything ahead of schedule. We communicate with them through in-person and virtual meetings.

What did you find most impressive about them?

Substance Strategy & Creative understands our space, so we don't have to educate them. The team has brought industry ideas to the table that we were unaware of.

Are there any areas they could improve?

Substance Strategy & Creative has done everything well.

RATINGS

5.0

Substance Strategy & Creative

We bring Substance to Financial Services Marketing

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