Marketing and Branding

Marketing, branding and advertising are essential elements to building or expanding a business or even just maintaining one especially in the very competitive financial services environment. Vision is unique amongst futures clearing firms in that we believe the relationship between an Introducing Broker and their Futures Commission Merchant should be both personal and interactive. As such, we are interested in helping our IBs create their own identity and develop solid business plans. Vision can also help provide its IBs with the tools and resources they need to help them grow their business.

From Start-Ups to Long Established Firms

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Whether you are a start-up IB or a long established firm looking to create a new identity, enter new markets and/or grow your existing business, Vision can provide you with the marketing assistance to help reach your goals. There is no additional cost to a Vision IB for this assistance and it is provided solely at the request of the IB which means we can help as little or as much as a respective IB desires.

Vision can assist with any of the following:

• Creating, refining or reviewing a business plan for each respective IB;
• Brand identity including logo designs, mission statements, etc;
• Web site content and development;
• Access to lead generation programs including discounted managed futures leads for Vision IBs;
• Marketing collateral material including brochures, postcards, business cards, letters, PowerPoint presentations, etc;
• Marketing and advertising campaigns including online and offline initiatives and integrated direct marketing efforts;
• Creative elements such as print advertisements, online banner ads, search engine marketing and the like; and
• Business development consultation to help establish, implement, measure and adjust specific business initiatives tailored to each clients business.

Whether your IB is a start-up with a blank slate or a firm with a long history that needs to reinvent itself, expand its business offering (such as getting involved on the securities side which Vision also provides clearing for) or just wants to separate itself from the myriad of competitors, Vision can help. Again, this consultative and in-house design process comes at no cost to the IB cost is only associated with materials that are produced or outside resources. This means after we help with the design, any programmers hired to build a new Web site, or printed collateral that is ordered. Vision has zero mark-up on any of these costs as our goal is to partner with the IB for our mutual growth. Countless Guaranteed IBs and even Independent IBs of Vision have taken advantage of these value added services.

Strong marketing can lead to strong growth

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We feel that the depth and breadth of the assistance Vision can provide an IB with in their marketing efforts can have a profound impact on the profitability of the IB. How does marketing relate directly to sales?

• Client approved sales material can be extremely helpful when working with prospective clients;
• A cohesive corporate identity can elevate your professional image and make your firm more memorable to prospects;
• A strong and well done brand, along with a professional and cohesive collateral material (including a Web site which is a must in the online world we now live in) can help separate you from the rest of the pack; and
• Marketing material can second as educational material thus positioning you more as an educator than strictly a sales person. Building trust and confidence in prospective customers often leads to an easier transition from prospect to client.
• Trading futures and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. There are no guarantees of profit no matter who is managing your money.

IB/Clearing Services