Crafting a Future-Ready Identity for HDFC Tru

“We’re extremely happy with The Wise Idiot. They helped us fulfill both objectives: create content that increases traffic, and more importantly speak in a manner that changes our TG’s psyche. Really hoping this ongoing association creates more postive impact.”

The Company

HDFC Tru is a wealth advisory arm of HDFC Securities, dedicated to serving HNIs, institutions, and family offices with personalized, transparent, and innovative directions for their financial planning. Built on a foundation of trust and integrity, HDFC Tru strives to redefine wealth management by aligning its services with the evolving needs of its clientele.

Growth Summary

Participated in internal strategy calls to shape corporate identity and guide leadership on sales and branding strategies.

Developed a sales pitch deck used by HDFC Tru’s 250+ salesforce to target HNIs, institutions, and family offices effectively.

Extended the brand overhaul to include website updates, case studies, and logo explorations.

Directed efforts to modernize visual communication, including integrating AI-generated imagery and refining design language.

Delivered results over six months of collaboration, fostering alignment among diverse stakeholders and ensuring exceptional execution.

Challenges

Disconnected Messaging: Despite months of effort, HDFC Tru’s in-house team’s sales pitch deck lacked alignment with their core values of trust and transparency while failing to reflect a forward-thinking vision.

Fragmented Stakeholders: Collaboration among the Investments Committee, Sales Lead, and Marketing Head posed challenges in creating a unified strategy and obtaining approvals.

Outdated Brand Identity: HDFC Tru sought to modernize their positioning with refreshed visuals, a robust digital presence, and print assets that resonated with their audience.

Solutions

Revamping the Sales Pitch Deck & Brochure:

  • Restructured the documents with a clear focus on trust, honesty, and client-centric messaging.
  • Consolidated data, performed competitor benchmarking, and refined content to ensure alignment with HDFC Tru’s ethos.
  • Empowered the 250+ strong salesforce with a versatile and professional asset that effectively targeted HNIs, institutions, and family offices.

Active Involvement in Strategy Calls:

  • Played a key role in internal strategy discussions, bridging the gap between teams to foster alignment across departments.
  • Guided leadership on corporate identity and sales approach, ensuring a cohesive vision and seamless execution.

Website Expansion:

  • Extended the revamped messaging and visual language to the website, creating a consistent and compelling digital presence.
  • Directed efforts to improve website structure, including the addition of case studies and other social proof, pushed for introduction to SEO, and clear navigation paths to improve user experience and search rankings.
  • Recommended the use of AI-generated imagery to ensure precise and high-quality visuals that precisely communicate the message.

Brand Identity Exploration:

  • Delivered multiple logo explorations to define a refreshed brand identity.
  • Although the final execution was handled externally, The Wise Idiot’s work provided the clarity and strategic direction needed to proceed confidently.

Printing:

  • Suggested specifics for printing to achieve the desired tactile feel and quality, collaborating with vendors to execute these flawlessly.
  • Engaged in multiple rounds of trials to achieve the right output.

The Results

The project outcomes were transformative for HDFC Tru:

The revamped sales pitch deck became a cornerstone asset, empowering the salesforce to engage HNIs, institutions, and family offices with confidence and clarity.

Leadership gained alignment on corporate identity, sales strategy, and branding direction.

The revamped website and branding efforts set the stage for enhanced digital engagement and future growth.

Strategic guidance on visual communication and print execution elevated the overall quality of HDFC Tru’s assets.

The six-month collaboration reinforced HDFC Tru’s identity as a forward-thinking, trustworthy wealth advisory company, positioning them for long-term success.