Financial Services

Established in 1990, our practice has consistently delivered strong results for some of the biggest names in asset management, insurance, wealth management, banking, private equity and financial technology.

The financial services industry is in a state of disruption. Capitalizing on this opportunity requires big thinking and a willingness to stay one step ahead. We specialize in packaging complex business opportunities into strategic campaigns that resonate with stakeholders, intermediaries, partners and target customers. Our work is focused on delivering outcomes, whether that means growing existing market share, expanding into new markets or increasing brand value.

As a mid-sized agency, we are big enough to impact business performance and nimble enough to pivot quickly when market or regulatory changes mandate fresh thinking or an uncharted approach.

With deep expertise in B2B and B2C strategy, branding, PR, thought leadership, content development, digital and social media, crisis communication, analyst relations and analytics, we are poised to help our clients identify the right opportunities to engage and connect.

OUR INDUSTRY INSIGHTS
CASE STUDY

Created integrated campaign elements, such as an annual survey, an online benchmarking tool and an interactive survey to support marketing efforts of a leading insurance brand.

CASE STUDY

Developed and implemented a national survey series for a top 15 U.S investment bank. Drove program from start to finish, including questionnaire development, survey administration, data analysis and content creation. “Content kit” based on findings were comprised of a fact sheet, checklist, conversation starters, infographic and “sharegraphics” for social media. In addition, initial survey findings resulted in 20 pieces of media coverage, including a profile feature in Barron’s.

CASE STUDY

We worked with a client to help launch a new company in the technology space focused on secure messaging and collaboration, starting with financial services companies as their first customers. Within one year of launch of our client’s company, we secured over 100 media placements in top-tier outlets, including WSJ, NYT, CNBC, Reuters, TechCrunch, etc.

CASE STUDY

Secured 40 media placements in advertising and marketing trade publications for a leading global corporate trade firm. Coverage included articles in AdExchange, Ad Tech Press, Chief Marketer, CMO.com, CommPro, eMarketer, Marketing Daily, Marketing Profs, Mobile Marketer.

CASE STUDY

Developed two-month social media share graphic series to promote survey results for a leading global corporate trade firm. That campaign consisted of 24 posts on LinkedIn and Twitter, which captured more than 43,000 views and generated 99 engagements. Posts in this series garnered 78% more views and 43% more engagements than non-survey related posts.

CASE STUDY

Success on behalf of a leading, Fortune 500 insurer executing heavy media relations around surveys, events, partnerships, online tools, educational material, recruiting programs, claims data, breaking news and regulatory trends. Generated annual coverage in more than 500 national media, personal finance and broadcast outlets.