What does a financial communications firm do?

Working with an outside communications agency or consultant can help your firm better tell your story. If your prospects and clients don’t know about you or understand what you do or how you do it, then they aren’t likely to use your products or services. That’s where communications firms come in. As a financial communications firm, we work primarily with financial firms—investment managers, banks and registered investment advisory firms—to help communicate what they do and the value of what they do for their clients. With clear, concise messages. Then we help them put those messages in front of the right eyes.   

Here are some of the ways we do what we do:

Branding. Your brand is more than your logo. It’s a combination of everything your firm does, how you do it, and how you present it. The most basic components of your brand are your messaging platform (written and spoken words) and your visual digital presence (logo, website, materials). We help you develop a brand that defines how you want to be seen and heard.

Marketing communications. Your website and online presence, brochures, e-newsletters, event materials, and more are all part of your ongoing marketing communications, so making sure it all fits together with cohesive consistent messaging and design is crucial to your brand image.

Public relations. Being in the public eye means building and maintaining a positive profile in relevant media. Your plan will involve our reaching out to the media—locally and or nationally—to get your stories in the news. And we’ll provide the media training you need to handle media interviews like a pro.

Social media. Social media is a simple way to stay in front of your audience on a regular basis. A communications firm can help set up your social media pages in line with your brand and craft/generate/create ongoing content.

Writing and editing. Compelling products and services demand exceptional writing. We’ll write or edit your website content, pitch decks, blogs, e-newsletters, speeches, presentations, media talking points, articles, and more.

Design. Your visual brand is what makes your firm not only immediately recognizable, but it contributes to your polish and professionalism. We partner with a host of graphic designers for your digital and print needs.

Crisis communications. How you communicate to your employees, clients and stakeholders in the midst of a crisis affects perception. If a crisis hits, you need to be prepared and have help on hand. We help you keep a clear head in communicating through your crisis.

Brand and communications audit. Sometimes you just want to know how you are doing. Brand audits are done to determine how effective your current efforts are and how you could do better. Sometimes firms hire us just for a brand audit and implement our advice with their own internal teams. Other times, we start here informally before developing a proactive and strategic communications plan.

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