Form Agency

BACKGROUND

Please describe your company and position.

I am the Head of Marketing of FundGuard

Describe what your company does in a single sentence.

FundGuard is the cloud-native, AI-powered, multi-book investment accounting platform for asset management and administration.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Form Agency to accomplish?

• New Brand Design

SOLUTION

How did you find Form Agency?

I met Form on a previous project 15 years ago and have been collaborating with them ever since.

Why did you select Form Agency over others?

• Great culture fit
• Good value for cost
• Company values aligned
• Worked with them before and always have great results.

How many teammates from Form Agency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

In 2023 we introduced FundGuard’s new brand design, created in collaboration with Form. The goal was to refresh our brand design to reflect FundGuard’s growth in the market, our expanded product offering, and the crystallization of our mission to facilitate safe and efficient asset growth for all investors. The project demanded an entirely new look for FundGuard, including a new brand design strategy, new logo, new color pallette and all of the digital and print assets that come with that - from website UI ideas to social media banners, presentation and documentation templates, videos, social media assets, animations, conference booth graphics, etc. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We have developed a distinct and scalable design style that uniquely belongs to FundGuard. The new brand design and corresponding new website reflect the transformation that we are bringing to the industry in collaboration with our clients and partners, while showcasing the innovation and expertise of our team. Extremely modern and tech based in its feel, the brand allows the vibrancy of the color palette to come to the fore. 
Our engagement metrics were significantly lifted upon the launch of our new design, with measurable increases across all our digital channels: Website, social media, digital advertising and on-site conference presence. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team at Form is consistently collaborative and responsive, and their design instincts are incredibly intuitive. They laid out a straightforward proposal and timeline for the rebrand project and did not miss any key deadlines. Their communication throughout the process was straightforward, and they were very agile when it came to adjustments to our brief or timeline. 

What was your primary form of communication with Form Agency?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I've been collaborating with Ben and Dave at Form for more than 15 years, and have brought them in to every new FinTech marketing project big and small. From brand design strategy to event marketing and digital content assets, they continue to surprise me with the diversity of their ideas and their uncanny ability to translate and transform my briefs into beautiful, distinct design concepts that result in measurably improved "before and after" engagement metrics. Further, they're just downright personable and authentic. Our check-in calls are always the highlight of my week. 

Are there any areas for improvement or something Form Agency could have done differently?

Form consistently delivers beautiful work and professional collaboration. That's why I've been working with them for 15 years and counting.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of INFINOX

Describe what your company does in a single sentence.

CFD Broker 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Form Agency to accomplish?

• Branding
• Social media designs
• Website and landing pages design
• Marketing Material
• Promotional Videos
• Email Banners

SOLUTION

How did you find Form Agency?

Referral

Why did you select Form Agency over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Form Agency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We have been working with the FORM team for some time now and they have worked on enhancing our brand identity online, website/landing page designs, social media designs, email banners, events designs, promotional videos, merchandise designs, and even strategy 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We have higher engagment rate on our socials, sales team are happy with the outcome. The quality of their work is immeasurable 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes they always went above and beyound even we gave them short notice. 

What was your primary form of communication with Form Agency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They care immensely about our brand as if it's their own. 

Are there any areas for improvement or something Form Agency could have done differently?

Nope