Financial Services

Financial communications is a powerful tool for establishing brand credibility. Your PR Agency, however, must adhere to strict industry regulations that can complicate communications and marketing. Social media, in particular, is highly scrutinized.

FINRA and the SEC have published a number of regulatory notices and compliance guidelines that complicate the use of social media for business purposes.  – Financial Planning

The financial services marketplace has been transformed by technological advancements, regulatory obstacles, and economic setbacks. Post-recession, both retail and institutional investment firms face new challenges stemming from negative headlines in the ever-evolving landscape.

Understanding the nuances of financial markets that are driving innovation is crucial to accelerating growth through bottom-line results.

At the dawn of a new era of financial services, technology is spurring growth in sectors such as mobile banking and high-frequency trading. Meanwhile, passage of the JOBS Act allows hedge funds to start leveraging public relations, advertising, stakeholder communications, and integrated marketing to reach investors via social media, email, press, and other channels.

Influencer communications is the key to attracting investors, retaining top talent, and driving sustainable growth to solidify long-term profitability. A strategic, multi-channel mix of corporate communications, executive positioning, media/analyst relations, and content development can bring companies to the forefront of the financial services marketplace.

Comprehensive PR and marketing campaigns that effectively leverage social media help firms and advisors distinguish their brand, provide quick customer service, gain competitive intelligence, and stay ahead of trends, according to research conducted by Smarsh. For financial advisors, noted one Putnam study, “Effective use of social media by advisors is no longer controversial or unproven.” Thanks in part to better established compliance frameworks, “advisor social media use is growing in application and sophistication.”

 In fact, the amount of advisors reporting a gain in business through social media reached 92% in 2018, up from 49% in 2013. That adds up to $4.9 million in average assets gained through social media, the survey found, with $1.9 million the median asset gain attributed to social media use.                       –Wealth Management

JMRConnect team members bring decades of experience helping banks, broker-dealers, credit unions, hedge funds, private equity, venture capital, and investment firms develop and execute effective communications strategies. Whether building pitch books, developing corporate messaging, or establishing thought leadership through media relations; our credibility-building tactics help clients break through the competitive clutter of financial services to attract the right kind of attention.

Simply put, we deliver results that support your business objectives.

• Corporate Communications
• Media Relations
• Content Marketing
• Social Media
• Financial Services Branding
• Executive Positioning
• Issue Commentary
• Fintech Launches
• Thought Leadership
• Mergers & Acquisitions
• Restructuring Support
• Internal Communications