Complect

Complect, a software platform that helps financial advisors remain compliant, needed a brand and website that would help them cut through the competition and connect with their target audience.

Audience

Investment advisors who want their business to be compliant — with as little effort as possible.

Audience Insight

Too many advisors see compliance as something they only have to deal with if they get caught. Unfortunately, this game of “Russian Roulette” leads to much more stress, work, and frustration than if they had set their business up correctly from the beginning. 

Brand Insight

Compliance shouldn’t be an afterthought — it should be built into every aspect of the business, from the beginning. 

Strategy

For advisors looking to be compliant with as little effort as possible, show how Complect turns compliance from an additional, laborious task into an integral part of business operations. 

Single-minded Idea

Making compliance suck less.

Execution

A brand and messaging architecture that shows how Complect makes compliance suck less. This value proposition was built on three key value pillars:

Get it right — from the beginning.

Complect helps advisors build compliance into every aspect of their business. Doing the right thing shouldn’t be an afterthought.

Be audit-ready (hint: it’s going to happen).

Note your risks, create policies to mitigate risks, and conduct internal reviews that show you’re taking care of your risks — all in one place.

Get help from an(other) expert.

Work with a network of experts ready to assist you with pretty much anything (compliance related, of course).