Services for Asset Managers, Banks, RIAs and Financial Firms

A.Z. Communications delivers strategic communications, public relations and thought leadership support for asset managers, mutual fund and ETF providers, broker-dealers, banks and RIAs. Services often also extend to professional service organizations and non-profits seeking clear, credible messaging.

Package or ongoing retainer options include:

• Brand Strategy & Marketing Toolkits
  Clarify your firm’s positioning and messaging. Develop polished pitch decks, one-pagers, websites, and marketing materials that strengthen brand recognition and investor confidence.

• Thought Leadership & Media Visibility
  Position executives as trusted industry voices. Op-eds, whitepapers, interviews, and ongoing content build credibility with investors, advisors, and the financial media.

• Public Relations, Media Training & Crisis Communications 
  Public and media relations strategies help maintain a professional, positive presence. Prepare for interviews, media appearances, and potential challenges. 

• Content & Communications 
  Create consistent, engaging content for newsletters, email campaigns, presentations, and collateral. Strengthen communications across all touchpoints for clients and investors.

• Website Content & Design
  Update messaging, copy, and positioning to reflect your firm’s current strategy. Implement new language across websites and marketing assets to communicate expertise clearly. We also have designers for complete website rebranding and design projects.

• Performance & Product Narratives
  Develop messaging around ESG, impact investing or sustainability. Align product narratives with marketing materials to engage investors, advisors, and retail clients.

Contact us to make a plan to meet your needs.

Web

Presentations

Articles

Press materials

Social media

Newsletters

Case Study

Branding and Communications Plan

An ETF strategist approached us after undergoing significant consolidation at their firm. Several different marketing leads had initiated different campaigns over the years, and the result was a suite of mismatched materials. They needed a new strategy for a consistent brand.

We started with a brand audit, a review of existing and past materials. We asked a lot of questions: What worked? What didn’t? Why? What did they want the firm’s image to be now? And we asked for the opinions of multiple stakeholders to gain different perspectives.

Our next step was to make recommendations and create a brand book, to serve as the foundation of all the firm’s future marketing communications and sales efforts. The brand book would become the guide for creating materials with consistent messaging and visuals. We then launched a new website, pitch book, materials, and ongoing communications strategy to reach the firm’s clients and prospects.

The firm’s sales team reports that, because of the consistent (and tracked) outgoing communications, they are able to make more and better-received outgoing calls because their eblast communications have opened doors and proactively answered questions before they were asked. Advisors (clients of the firm) report they have the information they need for their clients, as well as a better understanding of the firm’s investment process and philosophy. Sales and communication have increased for positive results.