Strategy. Creative. Execution.

FINSERV + FINTECH MARKETING SERVICES

Strategic Support

  • Defining a long-term strategy and roadmap for marketing investment that is aligned with your business objectives, audience, and budget

  • Creating a plan of action for sharing content across paid, earned, shared and owned channels, encouraging cohesive and timely messaging that keeps your brand top-of-mind

  • Conducting 360-degree audits of your current efforts, resources, budget, and competitive landscape to provide recommendation reports aimed at optimizing your marketing ROI

  • Understanding your needs and assessing your current team resources to develop a hiring roadmap to meet your growth goals

Corporate Communications

  • Supporting CEOs and executives with professional ghostwriting and speechwriting services (e.g., leadership transitions, customer presentations/messages, investor conferences, chairman’s letters, all-hands meetings, award acceptance, etc.)

  • Pre- and post-announcement communication project management across investor, employee, customer and media audiences for M&A activities 

  • Providing communication support to public and private company investor relations teams, including speaking points, corporate narratives, investor decks, and PR management related to company performance, M&As, divestitures, conferences, roadshows, etc.

  • Communication planning and execution to drive awareness, adoption, and engagement through organizational changes like leadership transitions, technology integrations, M&As, or restructuring

  • Robust plans to prepare for and respond to crisis scenarios, from system failures or data breaches to natural disasters or management misconduct.

Brand Strategy

  • Consulting on (re)naming and trademark strategy for brand names, taglines, and slogans, including market validation, competitive analysis, ideation sessions, trademark searches/registration, and Statements of Use (SOU)

  • Refining a messaging framework that reinforces your value proposition and brand story, and provides your team with a shared point of reference for how they talk about your company

  • Consulting on rebranding or brand integration related to corporate acquisitions, divestitures, spinoffs, and restructuring – including strategies for sub-branding, (re)architecting the brand portfolio, and transitioning brand assets

  • Developing a brand manual or style guide for using logos, colors, fonts, tone/voice, etc. to help your team build a cohesive brand in the market

  • Designing distinctive logos, visual systems, and templates to visually represent your brand

  • Enabling your employees and contractors to be brand ambassadors through tailored workshops, training sessions, and customized tools

Creative Support

    • Website design and maintenance

    • Content authoring and thought leadership

    • SEO/SEM

    • Advertising and paid promotion

    • Email newsletters and campaigns 

    • Social media

    • Whitepapers and eBooks

    • Blogs and articles

    • Newsletters

    • Case Studies

    • Videos

    • Infographics

    Learn more

    • Marketing Templates

    • Reports and whitepapers

    • Case studies

    • Brochures and fact sheets

    • Keynote presenter slides

    • M&A pitchbooks (sell-side, buy-side)

    • Roadshow decks (IPOs, follow-on offerings)

    • Investor pitch decks (preseed, seed, Series A)

    • Proposals and sales decks

Schedule a Conversation