Portfolio Marketing Communications

We offer a full range of marketing and communications services, from full outsourcing to specific disciplines. These services are available on either a retainer or project basis, for start-up firms through to established blue chip businesses.

The Challenge

Domain, domain, domain.


We only work in the fintech space, therefore our aggregated knowledge of the buy and sell-sides is what sets us apart.


For our clients, this deep domain understanding results in two clear benefits.


The first is that we can be immediately productive – you don’t have to spend months explaining your technology to us, who would buy it or why it is needed.


The second benefit is that we can create our own original content, not just disseminate information that you provide. We take the heavy lifting away from the content creation process – and bring our own ideas to the table.

The Solution

We offer six disciplines to our fintech clients. These have been refined over time as a result of client experience, feedback and ongoing training. The disciplines divide into two streams: Marketing and Communications.





We will become your ‘outsourced marketing department’. We will spend time working alongside you in your office, forming part of your team.



Development of Marketing Strategy, customer insight interviews, go-to-market plans, developing value propositions, positioning, brand values, Messaging Guides.



Digital Marketing Strategy, website design and management, GDPR-compliant lead generation, email marketing, Search Engine Optimisation (SEO), social media account management, Google Analytics, social media adverts, content marketing, Google Ads, Pay-Per-Click.





Ghost-writing content for customer newsletters, white papers, blogs, internal communications; copywriting for factsheets, brochures, case studies, award submissions.



Strategy and execution: media briefings, writing opinion pieces, press releases, personal profile raising, pitching for forward features, analyst relations.



Scripting, storyboarding and production of product videos, branding, advertising, technical product visualisations, sales decks, marketing and exhibition collateral.

The Importance

We have particularly strong knowledge of the buy-side technology space, working with vendors that sell to hedge funds, asset managers, wealth managers, private equity firms, asset servicing firms and asset owners.


We offer seasoned professionals with a passion for finance and technology.

Next steps

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