Financial Services

You are in

With the intense competition in Financial Services, ensuring that your company is offering compelling, trustworthy and transparent financial products and services has never been more critical. We partner with you in order to help you attract and retain customers and support and grow your financial advisor network.

Financial Advisor Outreach

Our approach is to identify the three P’s of your Brand relevant to financial service marketing; Positioning, Powerful Distribution and Presentation. Each element is integrated into a well-defined strategic, digital marketing program that builds your brand’s presence and helps it to stand out against the competition.

Advisors, meanwhile, are always looking for new opportunities to help their clients with their wealth planning. We help you by creating compelling and relevant content – e.g. videos, blog posts, social media content, white papers, case studies – that will help your brand to become the solution to their problems.

Engage

We work with you to devise a multi-pronged digital strategy to engage with your current and potential customers and help to build your advisors’ network. With over 60% of the audience using social media to research and support their investment decisions, it’s a highly effective way to build trust online.

Educate

Together with trust, the ability to help educate your audience about your brand means you need writers who speak the language of investing and wealth management. Over a decade of experience means we know the financial markets, as well as banks, insurance and funds. We also understand the strict compliance needs in your highly regulated industry.

Acquire

The third pillar of our successful digital marketing strategy involves utilising the outreach program we have established to build an opt-in database of active and engaged followers. Brand relevant online activities, content, email marketing and appropriate social media engagement ensures that your brand stands out from the competition.

Strengthening Your Financial Service Offering

We Help You to:

Ensure all your digital touchpoints are working as effectively as possible by undertaking a comprehensive digital marketing audit of your key brand messaging and assets.

Deliver a powerful digital marketing solution to better reach, influence and grow your financial advisor network and customer base.

Effectively utilise social media as a primary content distribution platform, giving you the opportunity to showcase your brand’s intellectual capital and thought leadership.

Create greater credibility and awareness for your brand amongst your key prospects via targeted content e.g. social media, SEO, video and promotions.

Measure your digital engagement and iterate the process to maximise its impact with you target audience.

Hear It From Our Clients

Australian Unity

Head of Marketing–

“Thanks Susan to you and the team. We are very happy with our website and work with us on our interactive report. Very professional.”

BT Investment Management

Head of Marketing & Communications–

"We’re very happy with the result for the website and all feedback so far has been very positive. And thanks for your patience and fast response times through all the changes!"

ING Real Estate Investment Management

Marketing and Communications Manager–

"Just a quick note to let you know that the team have been great to work with. You have been very helpful and accommodative throughout the website process. It is much appreciated."

Commonwealth Bank of Australia

Marketing Manager, Structured Investments–

"It’s been a pleasure working with you, we have met our targets with our financial advisors and the digital content strategy was very successful, I’m sure we’ll have plenty more projects in the future!"

We’d love to have a chat and learn about your company and what you
want to achieve.

Give us a call and we can share some of our winning strategies and see how we may fit your needs.