thought leadership
Strengthening financial services sales & marketing using specialized banking knowledge and strategic messaging that connects with customers.
Our work projects – past examples
Commercial Banking
Designed a seven-step planning approach featured as the foundation of a wholesale banking client’s marketing approach.
Industry Specialty
Developed thought leadership content—white papers, articles, updates, reports—that showcases the industry depth and financial expertise that consultants and bankers can bring.
Payments & Treasury
Created reports used during the sales cycle to demonstrate the impact of effectively delivered core financial functions combined with a well-thought-out development roadmap.
Small Business
Developed a series of guidebooks that virtual and in-person bankers can use interactively, with customers, to address small business issues and build the skills to resolve them.
Content Curation
Managed content curation to update statistics, refresh evergreen topics, and add new content aligned with business and marketing objectives.
7 steps to develop effective thought leadership
01.
What do customers want to learn from us?
02.
How do they want to hear from us?
03.
What are our bankers discussing with customers?
04.
What messages advance our business objectives?
05.
How can we show the customer the value of an advisory relationship?
06.
How can we package our subject matter expert’s knowledge?
07.
How can the materials we create help our field or call center bankers have more effective advisory discussions with customers?