Financial Services: wealth and investor communications

Financial Services: wealth and investor communications


At
The Outsourced Marketing Department our financial services expertise includes a thorough understanding of investment asset classes and products. The economic situation and its implications for the performance of individual assets and territories are constantly monitored in-house.

 For all your investment marketing needs you'll probably find we're already on your wavelength.

 
e-newsletters and economic updates

Incisive economic analysis which is ideal for intermediaries and asset managers can be emailed directly to clients on a monthly or quarterly basis, or in response to specific ‘one-off’ events such as new legislation or a Government Budget – often on the same day that they are announced.

 Fund launches

The Outsourced Marketing Department provides all the necessary print and electronic marketing materials needed to bring a fund to market, created by writers, designers and PR professionals with extensive experience of investment marketing. From websites to brochures, presentations to factsheets, we produce persuasive and cost-effective marketing materials, backed by a carefully targeted PR campaign.

 Fund commentary

We have long-term experience of copywriting or 'ghostwriting' - quarterly, annual and semi-annual fund commentaries for asset management companies, covering fixed income, cash, managed and diverse equity funds in consultation with the relevant fund managers. Available on an ongoing or ‘occasional basis, we respect the confidential nature of these reports and our coverage is consistent, accurate and efficiently delivered.

 Increasing visibility

We boost the profile of existing businesses with targeted PR campaigns, or, If you’re ‘going it alone’, we can coordinate an effective launch for start-ups. We help to:

o         refine your brand identity – and your target audience

o         create a dynamic website and optimise your search engine visibility

o         write, design and produce all your marketing materials and business stationery

o         strategically distribute press releases to the trade and consumer press

 Once you’re up and running, we’re there to provide ongoing support as necessary, so that you keep up the momentum of your launch as cost-effectively as possible.  

 

 

 

 

 

What clients say

We have been using the Monthly Economic Review and Professional Briefings programmes for the past four or five years and find that these are clear and easy for our clients and contacts to understand. Peter Fulcher, Managing Director, Business & Personal Investment

We have worked with this marketing consultancy for many years and always find them quick to respond to our requirements, instinctively understanding the message that we need to put across. With more than 60 years' combined financial services experience, we find that briefing them on new projects is a formality.Robin Hooper, Chief Executive, The Lifetime SIPP Company

As general insurance brokers as well as independent financial advisers, we were delighted to find a marketing company with a high level of technical expertise in both areas. This has allowed us to consider ways of cross-marketing our services to clients as well as keep them informed about important developments via our website.Bob Parkins, Managing Director, PSP Insurance and Financial Solutions

Since you took over the production of our client newsletters and marketing material, we have been able to produce more high-quality output for less effort. Your understanding of the financial services industry is invaluable to us in getting important information out quickly. Sanjay Shah, Senior Partner, Smart Wealth Management LLP

Delighted with what The Outsourced Marketing Department do for us – quick, efficient, to brief and cost-effective. Michael Clapper, CEO, sellmycommercial property.co.uk