Financial services

With more than 8,000 financial institutions competing for assets—and many more broker-dealers, wholesalers, and advisors vying for clients and attention—being heard (and valued) above the noisy, fragmented din is a significant challenge.

For companies whose products are hard to differentiate—“x” financial advising, “y” annuity, “z” mid-cap fund—relationships are what really count. And for many financial institutions, profit is often a function of length and depth of relationship. Smaller financial organizations, without the resources to broadcast (or narrowcast) their offerings messages, have to be especially savvy communicators if they’re to be heard and valued.

Strategically innovative, well-implemented communications can help, and a strong brand can significantly influence the thinking and action of those people and organizations with whom you need to build and advance relationships. A strong brand generates the trust and confidence needed to compete in a landscape of almost uncountable options.

Whether it’s working to launch and build the brand—and understanding of—leveraged index fund provider Direxion Funds, collaborating to advance behavioral finance company Cabot Research, or creating communications to ensure that prospects know the scope and value of venture capital firm Summit Partners, we help financial services firms tell their stories—and prove them; sell from the top down rather than from products up; and evolve the thinking and tools to foster connections and relationships. If an investor or advisor believes in an organization, the transaction becomes less about a specific fund or service and more about “I trust this firm; what’s the right service or offering for me?”

For firms that offer investment products, counsel, or both, a strong brand can help elevate decisions from being solely about cost; differentiate you in what is otherwise a commodity space; and move the interaction from transactions to trust and relationships.