Marketing Communications and Public Relations

We provide fully integrated marketing communications and public relations programs. We Bring Strategy and Results Together!  

The key differentiation: Our understanding of the financial services industry and how to develop and disseminate your key messages.

 We realize that advisors, wholesalers, insurance companies, RIA’s, capital management firms, private equity companies, private funds, hedge funds, broker-dealers, brokerage firms, investment banks, membership groups, educational institutions, and other suppliers and organizations associated with the financial industry have different goals and priorities.

 
 Public Relations

 
Our public relations programs include:

  • Local, national and global media relation
  • Customized public relations plannin
  • Positioning
  • Key message development
  • Crisis and issues management
  • Competitive communication analysis
  • Media training and interview preparation
  • Extensive contacts database
  • Press and analyst tours
  • News conferences and events
  • Product launches
  • Reviews programs
  • Momentum campaigns
  • Coverage tracking and analysis
  • Success stories
  • Speaker bureau management and placement
  • Contributed article placement
  • Corporate publicity
  • Customer success story promotion
  • Editorial awards tracking and placement
  • Editorial calendaring and trend story generation  

Media Relations

Our media relations services include:

  • Recommending strategies for attracting media attention
  • Identifying the best placement opportunities
  • Developing media “hooks”
  • Digging deep for media opportunities 
  • Developing the appropriate background materials
  • Writing and issuing press releases and media alerts
  • Writing tip sheets
  • Designing and maintaining media lists
  • Relentlessly pitching (real story) ideas to the media
  • Monitoring and analyzing media relations efforts
  • Changing messages based on coverage results

Industry Analyst Relations

It's imperative to remember that industry analysts cannot be treated in the same way as journalists. They require different types of information, they operate to different timescales and they have different interests. They are at the center of the "circle of influence" - called upon by end-users, the media and vendors to provide insights into what will happen in the future.

Industry analysts can influence major purchasing decisions. We work aggressively with the IT, technology and healthcare communities to help clients develop and strengthen ties with key influencers and to leverage these relationships to secure references and quotes for the media and other key audiences.

An industry Analyst Relations program can help you put in place a dedicated program of communication to significantly increase your chances of:

  • Being included on the short-lists of potential suppliers that the analysts put together for their consulting clients
  • Ensuring a positive and extensive profile for your company in the research reports used by potential buyers
  • Gaining an independent perspective on your company's strategy and positioning in the marketplace

 Corporate Communication
  • Corporate identity and brand development
  • Logo and slogan creation
  • Strategic market research and planning
  • Message development and positioning strategy
  • Media and marketing plan creation
  • Identify  and submit award opportunities
  • Submit award applications
  • Identify  and securing speaking opportunities
Marketing & Promotions
  • Message conceptualization
  • Creation of sales promotions
    • Collateral development and production
    • Brochures
    • Business cards
    • Letterhead
    • Envelopes
    • Folders
    • Flyers
    • Banners/signage
    • Direct mail
  • Website development and maintenance
    • Design and programming
    • Drive site traffic
    • User engagement strategies
    • Lead generation  
  • Strategize on event and/or meeting collateral
    • Development of memorable promotion strategy
    • Presentation materials and handouts
    • Promotional items for give-away
    • Trade show exhibits
    • Banners and signage
    • Company/product information packets
  • Event Production
    • Conceptualization of event identity
    • Negotiate space reservation
    • Strategize on marketing collateral for event
    • Develop advertising and promotional strategy
    • Media center development and management  
  • Advertising
    • Media research
    • Media plan development
    • Advertisement creation and production
    • Media negotiation and buying
    • Media trafficking
  • New Media Strategies
    • Multi-media applications
    • Search engine optimization
    • Streaming video capabilities
    • Google ad-words
    • SEO/PR
    • Social networking
    • Podcasting

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