Nine global financial institutions partnered to develop DirectBooks to improve the primary issuance process for fixed income instruments. DirectBooks is a SaaS platform that optimizes primary issuance by creating efficient, accurate and trackable workflows and allocation processes across a critical mass of transactions on a global scale. LaunchSnap was hired to align executives from each bank on their vision and messaging for the company, as well as to create a timeless brand identity.
The biggest challenge in this project was to align executives from each of the nine international banks on core messaging. Following a series of one-on-one interviews with key stakeholders, we presented a preliminary draft of the messaging to the broader group of roughly 25 executives. Through a sequence of virtual workshops, this messaging was further refined to achieve concise yet powerful communication points. Learn more about how we develop messaging >
Rising to the Challenge:
Initially, we suggested completing the entire project within a 6-week timeframe. However, they challenged us to condense it into just 4 weeks. Undeterred, we embraced the challenge, meticulously crafting an ambitious timeline that outlined precisely how we would achieve this goal. Remarkably, we not only accepted but met every delivery date along the way.
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