Marketing / Corporate Communications

Advertising Services

1. creative copy for print, online, broadcast, outdoor
2. print and electronic promotions and collateral
3. agency searches/agency management

Marketing Consulting

1. Specialized marketing consulting for asset management firms, broker-dealers and mutual fund companies
2. includes product and program introductions, outsourcing marketing department, and other initiatives

Web-based marketing services

1. Web site development/production
2. building company’s online branding presence
3. copywriting for client blogs, e-blasts, e-newsletters

Market research and analysis

1. competitive analysis
2. focus groups/focus group facilitation
3. research analysis and reporting
4. online surveys
5. customer satisfaction surveys
6. SWOT analysis

Integrated marketing services

1. direct mail planning/creative/production
2. trade show program development/management (including display creation and booth staff training)
3. design/copywriting/production of sales materials, collateral, one-sheets, firm or product fact sheets
4. PowerPoint presentation development/production
5. copywriting for speeches/presentations/reports
6. media relations programs/processes and list development, press kits
7. design/production of internal company sales/informational meetings

Communications

1. employee communications (including suggestion programs, employee anniversary award programs)
2. portfolio manager/firm communications (including articulating investment strategy, quarterly letters)
3. special projects (including corporate history, success stories, letter archives)

Introduction of new services

• collaborative project planning and timeline
• coordination with product, IT, legal and operations management
• definition of features and benefits  
• research, planning and segmentation
• marketing campaign development, management and execution
• results tracking