Case study: FinaMetrica


We've been helping FinaMetrica for nine years with marketing strategies and communication tools.

FinaMetrica logo alpha.jpg

Financial advisors and wealth managers use FinaMetrica's profiling tools to understand an investors' financial risk tolerance. But explaining what that is, why it matters and why FinaMetrica is the best tool in town for measuring it is a complex marketing and communications challenge!

We've cut through the complexity to help Finametrica formulate marketing and communications strategies to sell its products around the world. We've gone on to produce a wide range of collateral to support these strategies, including:

  • Marketing brochures and materials
  • Website content
  • Blogs
  • Thought-leadership papers
  • Media releases
  • Podcasts
  • Videos
  • Live webinars
  • Presentations

 

Articles, books and papers

We have written a wide variety of articles, books and thought-leadership papers for FinaMetrica, ranging from just a few hundred words to more than twenty thousand.

 


Podcasts

 

We have produced and presented more than 60 episodes of the podcast Financial Planning Conversations. It is an interview-based fortnightly podcast, with thousands of subscribed listeners across more than 20 countries.

We research the topics, supply the host and interviewer and produce the program through to uploading it into into iTunes. 

(This example of the audio program appears here as a video to make it easier to access).


Webinars

 

We produce live webinars for FinaMetrica to explain its product features to potential customers and train existing customers in how to better use the system. 

We present the webinars as live-to-air TV programs with a host, integrated graphics and carefully curated content.