Case Study

Financial institution needed process transparency and streamlined collateral distribution, along with brand support and strategies to reach marketing goals.


A Nashville based financial institution approached Current Marketing looking for support in their existing marketing and branding efforts. After a recent rebranding campaign, they had an array of needs to help promote their new brand. Additionally, their sales teams were in desperate need of the new collateral that comes after a rebrand effort. The client also needed additional support with hosting issues and updating their multiple websites.


Current Marketing launched a transparent and efficient method for the client’s sales and marketing collateral requests. We were also able to support the IT department’s efforts in taking back the ownership of their domains, quickly turning around website changes and edits. We also began supporting the tradeshow process, delivering collateral and strategy support.

Our Roles


In the first five months, over 400 requests were completed, including the development of new printed and digital collateral materials, tradeshow, website, and sales support requests. The client was very focused on transparency and ownership of their material’s, and we honored that focus. The implemented project management system gave client’s marketing team complete control, awareness, and confidence in the progress of all our shared tasks.