Content marketing for wealth management & financial services firms
Whether you’re a wealth management firm, asset manager, fintech company or other financial services institution, your content is the sum total of your communications — the copy you write, the messaging you put out, the images you share. Delivering the right content at the right time in the right medium is what connects you with an audience.
Working together, our strategists, financial industry experts, designers and writers develop powerful content that blends ideas, messaging and visuals in a way that aligns with your financial services brand and the markets you need to reach. We understand the nuances of your audiences — and we know what types of content will work best, from infographics and social media to websites and whitepapers.
Based on your needs we can help you:
Define messages and develop a content strategy tailored for the financial services industry
Creating effective content starts with knowing your audience and getting inside their head, whether it’s prospects, clients, employees, your industry or the general public. We can help you define your core message and desired results and map a content strategy with these objectives:
- Clarify audience characteristics and expectations
- Identify the right communications channels
- Define core content elements (social media, infographics, email campaigns, videos, whitepapers etc.)
- Develop a timeline
- Utilize SEO strategy
- Determine success metrics
Conduct a content audit
Like many wealth management and fintech firms, you may have developed tons of content over the years. But you may not know what you have, or even whether it’s still usable.
A content audit gives you a starting point for allocating marketing resources more efficiently and flagging editorial gaps. While we may review hundreds of pieces, we typically dissect a cross-section of examples to help you decide which pieces to retain and which to update, retire or repurpose.
Create content through expert copywriting and design
Our writers, designers, visual artists and strategists have the financial industry expertise and creative DNA to bring your content to life from concept through implementation — online, in print, on video or experientially:
- Our editorial team produces outstanding copy across complex subjects and diverse communication vehicles, including advertising, social media, websites, whitepapers, videos and presentations.
- Our design approach is geared to reinforcing the look and feel of your financial services brand while illuminating the content in visually arresting ways that will be read and remembered.
Build sales support strategies and collateral focused on the financial services sector
Even marketing-savvy wealth management firms sometimes short-change sales support strategies. The disconnect often results in time and dollars wasted on creating one-off pitch decks, leave-behinds and other sales materials.
Our solution: Build a comprehensive sales collateral system that eliminates redundancy and improves implementation. To do that, we can:
- Review your existing sales and marketing collateral, map it to your sales process and highlight gaps
- Help you build a system that fills the gaps and enables you to deliver sales messages at any time using any technology, from desktop presentations to smartphone apps.
We can also help you build brand awareness and extend your reach through content marketing programs, which provide useful information instead of traditional marketing messages.
Use content marketing to stand out in the commoditized financial services industry
Product launches provide an invaluable opportunity to develop new content and a sales strategy. But time is of the essence: In a market that may be crowded with similar financial products, you get only one chance to make a first impression. We can work with you to determine what makes your product unique and how it should be positioned so that it stands out, succeeds quickly and maintains its position over the long term.
