When an investment management firm with a 25-year legacy of success moved its corporate headquarters and named a new leadership team, it needed assistance increasing awareness within the business community to generate professional referrals. At this point, the firm Synergy Marketing Group, an experienced wealth, asset and investment management marketing and public relations (PR) firm/agency as its strategic partner.
The Asset Management Marketing + PR Agency’s Approach
Synergy developed a plan to differentiate the investment management firm from competitors, build relationships with influential professionals and maintain top-of-mind awareness within the business community. This included a website refresh to improve the firm’s lead generation and lead conversion ratios, PR and media relations, e-mail marketing and VIP events. The agency’s marketing efforts have resulted in greater awareness in the marketplace and an increase in referrals from the firm’s growing list of contacts.
If you are looking for one of the industry’s most experienced wealth, asset and investment management marketing and public relations (PR) firms/agencies, you’ve found us! We have worked with a variety of financial services companies nationwide.
Please call us at 888-284-0555 ext. 222 or fill out the form on this page to schedule a complimentary consultation.
