Case Study:
Operationalizing Brand Consistency and Growth at Evercore Wealth Management
Evercore Wealth Management provides integrated wealth management, global portfolio management, comprehensive fiduciary services, and family office solutions for high-net-worth individuals and families.
The Challenge
In a highly competitive financial sector, Evercore Wealth Management needed to elevate its market presence and ensure its brand identity, communicated across various digital and print channels, was consistent, compelling, and distinctive. The firm recognized a need to operationalize its growing marketing initiatives, encompassing social media presence, thought leadership content, and marketing collateral development, to create trust and differentiate itself from competitors.
The Solution
Evercore Wealth Management engaged Janese Dorilas to lead Brand Marketing and Creative Operations, building on her prior work with the firm at IridiumGroup, the agency behind its visual identity refresh, website redesign, and transformation of the firm’s thought leadership journal, Independent Thinking. Leveraging her deep institutional knowledge, Janese served as the central hub for all brand marketing initiatives—first establishing brand consistency, then operationalizing a robust multi-channel program across print, digital and events.
Brand & Creative Direction
Full ownership of all visual assets, including website, social media, decks, ads, and the firm’s Independent Thinking publication.
Lead the conceptual thinking required to diversify and refresh the visual expression of the brand.
Developed style guidelines to govern logo use, color palette, and typography across all assets.
Art direction and photo researching to ensure visual approaches were on-brand and compelling.
Project Management & Workflow Streamlining
Brought efficiency and rigor to content production by managing the end-to-end workflow, including:
Establishing timelines, processes, and prioritization for all deliverables
Managing the workflow for content creation with outsourced partners, authors, and compliance.
Development of trainings and internal tools to ensure proper implementation of the brand assets firm-wide.
Key Impact & Results
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Established a social media publishing cadence that drove a 300% increase in user engagement.
Planned, led, and executed over 40 thought leadership publications, which resulted in a 26% increase in web traffic.
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Evercore Wealth Management now communicates with a single, unified visual voice across all touchpoints, building trust and strengthening market identity.
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Streamlined project initiation, vendor management (vetting, onboarding), and compliance coordination reduced friction in the marketing pipeline.
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The groundwork was laid for a formalized brand marketing program, guided by a strategic and tactical planning expertise.