Financial Services Marketing

It’s unsurprising, given Simon and Hana’s backgrounds that we’ve worked with many Financial Services providers including Cofunds, Suffolk Life, L&G and FBA.

On a recent project with Commercial Finance Brokers Ltd (CFB) we got to look closely at the world through their experiences. The commercial finance market is an eye opener and puts the market dominance of high Street banks into stark relief. As the first port of call for most borrowers, it is very surprising to learn of the truths behind bank’s statements like ‘80% of loans approved’. In fact approval rates appear to be far lower and so the work done by whole-of-market brokers becomes that much more important. It’s a pleasure to dig into the, often obscured, world of commercial finance and help do our best to clear the confusion and raise our client’s profile.

We have provided financial services marketing  to all of these businesses supporting their in house teams to communicate really effectively with a specific target market to achieve a specific objectives. With CFB it was to landlords, developers and architects at events and through the press. Then to launch their retail office in Ipswich.

With CFB we helped them to get media coverage for their office move, build their digital profile and get themselves fully kitted out for exhibitions and trade shows.

With Suffolk Life we helped them undertake a huge letter rewriting project so they could communicate with their property SIPP customers in a friendly and engaging way. With Cofunds we helped with digital promotions, videos and speeches to update their fund manager partners and IFA networks as well as their core financial adviser customer base.