Client: Regtech company
The Brief: Start-up company looking to stand out from the crowd
The Results: A detailed corporate profile and strategic plan was developed, which included a 6-month tactical marketing plan. Tactics included development of a strong brand and corporate identity, sales presentations, brochure and ongoing content (articles, blogs) which resulted in a strong social media following, a 22% increase in sales enquiries and an invitation to present at a regional fintech conference.
Client: Large multi-service financial services company
The Brief: Established company looking to increase cross-sales to bolster retention efforts and build overall sales.
The Results: A 2-quarter campaign was developed which consisted of internal marketing (sales conference & incentive program), online advertising campaign, case studies which profiled existing clients with multiple products, a webinar and sales presentations. Campaign resulted in increased request for quotations, increase in sales calls with both a financial advisor and insurance agent, increased following on social media and overall increase in $ sold.
Client: Large Financial Services organization (US)
The Brief: Increased deposits from existing clients and new institutional sales
The Results: Multi-layered education campaign for retail investors developed in two languages. “Let’s talk about investing” theme with interactive web component increased deposits by existing clients and time spent on corporate website. Campaign won award for best consumer education campaign and resulted in increased RFP requests from institutional clients.
Client: Fintech investment company
The Brief: Start-up looking to boldly launch to Chinese investment community
The Results: Series of strategic discussions resulted in the development of an 18-month marketing plan and bold launch party to Chinese community. Elements included corporate brand development, bilingual infographics and websites, sponsorships, WeChat profile and blog, and collateral resulted in strong social media following and media coverage from key target audience.
Client: Boutique Investment Company
The Brief: Wanted to break into new market and increase sales nationally.
The Results: A multi-channel marketing campaign with advertising in industry publications and trade show presence resulted in extensive earned media exposure (interviews, quotes, interview on BNI), increase in RFPs from institutional channels, an increase number of external advisors and potential clients following company on social media.
Client: Large Financial Services organization (US)
The Brief: Find a way to increase contributions during typically low summer season
The Results: A targeted multi-media campaign was developed to encourage RSP consolidation featuring an engaging theme, multi-language educational collateral and an incentive program. Program a roaring success with a very high level of engagement from sales and customer service staff resulting in an overall increase of 22% YOY with many new, first time investors enrolling and contributing.