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Financial Services

Financial services marketing is unlike any other. It is complex, highly regulated, highly scrutinised, highly competitive, and fraught with risk. Given the nature of what is at stake – be it billions of dollars funds under investment or an individual’s retirement savings – trust and integrity are integral.

We have worked with investment consultants, actuaries, debt recovery and repossession firms, financial advisors, a private equity firm, accountancy firms and financial software vendors. We are highly accustomed to working within highly regulated environments.

Financial Services Marketing Services

Our experience includes:

  • Identifying the buyers and influencers within an organization; understanding their role, issues and priorities; developing appropriate messaging and disseminating messages via the most appropriate channels.
  • Developing and executing all manner of marketing communications
  • Using traditional public relations tactics to build relationships with leading analysts and financial writers.
  • Developing and executing media relations strategies that position individuals and firms as thought leaders.
  • Developing and executing client satisfaction surveys.
  • Engaging in world-class research-based content marketing campaign, exploring country-by-country or sector-by-sector financial and investment trends.
  • Producing regulated content such as product disclosure statements.
  • Developing collateral, customised to each target segment and channel, that will assist in nurturing and converting leads.
  • Responding to strategic tenders.
  • Designing and executing relationship-based and educational events.
  • Producing original, engaging and insightful educational content in multiple formats and for a variety of channels, to help raise the financial literacy of buyers and influencers; explain regulatory or legislative changes; educate audiences about the risk and opportunities.