Providing PR and editorial to wealthtech global player
Before we came on board, wealthtech provider Finantix was doing great: securing clients and progressing technical capabilities. But it lacked a consistent marketing comms approach and PR could have been working much harder in terms of demonstrating consistent momentum and establishing brand authority.
In 2019 Finantix ramped up its commitment to marketing with the appointment of an experienced, dedicated CMO. He immediately set about putting in place a more structured strategy that balanced a strong news pipeline with a considered thought leadership position alongside measurable and achievable goals and metrics.
The brief
Our remit was clear, with a central focus on differentiating Finantix from its competitors. To do this we would articulate the business strategy for wealth managers and private banks to adopt digital technologies that could enable frictionless onboarding, maximising client engagement and retention while optimising market share and margins.
Ultimately, we wanted to establish Finantix as an authoritative voice and thought leader and make them the wealthtech vendor of choice.
What we did
Working closely with the CMO, the fintech team built a strong pipeline of press releases to announce client wins, acquisitions, partnerships, new products, key hires, company developments and more. This regular flow of news would help establish Finantix as a company with forward momentum.
We sought out feature and thought leadership PR opportunities across key fintech and wealthhttps://www.commscrowd.com/services/pr/tech trade titles, and secured and drafted bylines attributed to a range of key senior people, expanding this to include InCube leaders following its acquisition by Finantix.
We also set up a strong industry award programme which identified relevant awards and provided support to prepare award entries.
The results
We achieved extensive coverage across 2019, 2020 and 2021 (to date), with significant achievements across all key areas of briefings, press releases and bylines in Tier 1 publications. These included The Banker, Fintech Futures, FT Adviser, IBS Intelligence, Private Banker International, Professional Wealth Management, The Fintech Times, and The WealthNet.
| Coverage results | 2019 | 2020 |
|---|---|---|
| Pieces of coverage | 90 | 140 |
| exceeded annual target by 180% | exceeded annual target by 150% | |
| Online readership | 1.45M | 3m |
| Coverage views | 70K | 110K |
| Social shares | 125 | 425 |
| Awards programme | |
|---|---|
| Won | |
| Private Banker International Swiss 2020 Awards - Outstanding Front Office Digital Solution Provider | |
| WealthTech 100 for 2020 – top 100 most innovative tech companies providing solutions to asset managers, private banks and financial advisors | |
| Wealth Briefing Asia 2020 Awards - Best Front Office Solution | |
| Forrester Wave Digital Wealth Management Platform Q1 2020 - Strong Performer | |
| Wealth Briefing Swiss 2020 Awards - Best Front Office Solution | |
| Wealth Management.com 2019 Awards - Best Technology Providers Client Onboarding/ new account opening | |
| The Asian Private Banker’s 5th Technology awards - Best Integrated Front Office Solution | |
| Shortlisted | |
| Wealth Briefing European 2020 Awards - Best Front Office Solution and Best in Onboarding | |
| WealthManagement.com Wealthies 2020 Awards - Best Client Portal | |
| Private Banker International Swiss 2019 Awards - Outstanding front end solution provider |
The feedback
“The appetite in the wealth management industry for digital technologies has increased enormously in the last few years, and with the competitive landscape looking distinctly more crowded, a coherent communications strategy across multiple channels was the top priority for Finantix.”
“The Comms Crowd gives us access to a tightly-knit team of professionals, with deep-dive industry knowledge, combined with a broad range of communications skills. They worked together seamlessly to bring about and maximise every opportunity.
“They are on it every day and we are really pleased with the positive impact their support has had on the wider business.” Chief Marketing Officer, Finantix.
Finantix went on to be acquired by InvestCloud.
