Strategic Message Development, Rebranding & Website Development for Fintech

  • Lucido
  • Trade and risk management solutions
  • Targeting energy and capital markets


Lucido was working with investors and industry-leading firms to deliver enterprise level solutions for the energy market.

In this context it was imperative to better articulate the value Lucido delivers and positioning the company for growth in its core business and expansion into software solutions.


Lucido turned to BPM Works and Salmerón & Co. to build out the company’s strategic messaging and branding. Highlights of the solution:

  • Strategic marketing expertise to scope requirements and lead the rebranding effort
  • Build-out of compelling messaging for target segments and personas
  • Development of brand strategy and creation of brand identity design including logo, style guide and branded templates
  • Creation of website and content that reflects that new brand identity


  • Senior management met objective to investors to successfully reposition the company
  • Supported successful client engagements and recruitment of consultants and developers

We had a key deliverable for investors and what I loved about working with Paul and Jose was that they brought fantastic expertise and were great listeners. As a firm that is growing quickly, we did not have a lot of time and we did not have to sacrifice quality given we had less time.

Sean Kilpatrick