Chelmer Case Study | Marketing Consultant Auckland NZ & Australia | Marketing Strategy | Marketing Consulting Services
How Our NZ and Australia Marketing Consultants Propelled Chelmer Across Asia‑Pacific: A Case Study
Client. Chelmer is a leading New Zealand wealth technology company, providing specialist software solutions to the financial services industry across Asia Pacific. Their mission is to make investing and wealth creation simple for their clients, and thereby more accessible to the wider community. Their vision is a world where every individual has the opportunity to create and accumulate wealth so they can live better lives.
Expertise. Marketing strategy & plan, marketing consulting services, target audience segmentation & buyer journey, competitor analysis, brand positioning, key messaging, brand identity, website design and development, LinkedIn profiles, content development, marketing implementation.
Impact. By applying a structured marketing strategy and dedicated marketing consulting services, Chelmer transformed from an underleveraged, decades-old brand to a globally competitive presence - credible, modern, and ready for the world stage. Equipped with clear positioning, a refined brand identity, and the right sales and marketing tools, Chelmer successfully expanded their footprint into Australia and across Asia Pacific, with the marketing infrastructure to match their ambition.
The problem
Chelmer already had a strong position in the New Zealand market when our marketing consultants first started working with them. The team had decades of industry experience, there was equity in their current brand, and their custom-configurable software suite offered exceptional value.
Through developing long-term client relationships and word-of-mouth, they'd gotten by without a marketing strategy or plan for 30 years!
However, with a three-decade-old brand and ambitious Asia-Pacific growth plans, including Australia, a refresh was due. They needed to build trust and credibility to gain new business and strengthen relationships with existing clients (New Zealand's top wealth management companies). When an opportunity to present at the 2018 Trust Officers Association Philippines (TOAP) Summit in Manila arose, Chelmer had to put their best foot forward, fast!
Our approach
Starting with a workshop to understand their business and objectives, our Auckland marketing consultants developed a comprehensive marketing strategy and plan with prioritised activity. This included an audit, target audience and buyer journey analysis, brand positioning, and key messaging. We helped to articulate their purpose, mission, and vision, demonstrating their core desire to make a positive impact in the world.
We quickly set them up with a professional ‘shop-front’, including a fresh new brand identity and website LinkedIn page and PPT presentation deck.
Our aim was to take a successful, albeit under marketed New Zealand technology business and position them to hold their own on the world stage and facilitate growth.
Anna Leary, Objective Marketing Director
From there, we allocated a best-fit marketing consultant — with specialist experience in B2B engineering and technology — to implement the plan and deliver ongoing marketing consulting services for Chelmer across NZ and into Australia.
Continuing to build a strong marketing foundation, our marketing consulting services covered content development — team LinkedIn profiles, blogs, thought-leadership and case studies, collateral for presentations and proposals, and internal document templates. This included selecting a fit-for-purpose online platform that enabled the sales team to create digital proposals across NZ and Australia.
The result
Positioned as a pre-eminent technology partner to the wealth management industry, Chelmer now have a modern, credible, world-class identity to match, and are equipped with a marketing strategy, marketing consulting services, and the tools and resources to grow their business across NZ, Australia, and beyond.
Moving forward, our marketing consultants - working across Auckland and into Australia, are continuing to strengthen Chelmer's brand positioning, deepen client relationships, and gain new business throughout Asia Pacific and beyond.
Key deliverables
- Globally competitive brand
- Digital web-based collateral
- Defined purpose, mission, vision and capability
- Profiled team and expertise
- Proactive marketing driving business strategy
Going forward, we’re continuing to work with them to further strengthen their brand positioning, deepen client relationships, and gain new business throughout Asia Pacific and beyond.
Our marketing team is responsible for how we are seen by everyone. The extensive experience and expertise found in the Objective team allows us to present our depth of knowledge and unique proposition that differentiates us in the market.
Alin Ungureanu, Chelmer CEO