Case Studies

Vertex Financial Services

Vertex Financial Services (now Avelo) is a leading provider of outsourcing, administration and technology solutions to the life & pensions, mortgages and investment sector…

The Brief

  • Maintain and extend high-profile PR and media relations for Vertex Financial Services, including the industry’s leading adviser portal service, The Exchange, and subsidiary, 1st – the largest adviser back office solutions provider
  • Develop and implement media relations strategy
  • Extend positive reputation across new media, markets and prospects
  • Provide additional marketing, strategic and corporate support to Vertex directors and key management

The Results

  • Improved media relationships with existing and new key trade journalists
  • Over 200 positive press cuttings (in the first 8 months since appointment) for The Exchange alone
  • Impressive positive coverage from corporate work on acquisitions (1st) and new contracts (Jessop Fund Managers)
  • Management of successful press social event in support of Vertex’s 15th anniversary and announcement of key corporate targets having been beaten



REITA

REITA is a unique proposition, bringing together the leading companies in the commercial property and financial services sector plus the London Stock Exchange and key institutions to support the successful introduction of UK REITs and the expansion of the quoted property investment sector….

The Brief

  • To launch UK Reits with full marketing and PR support
  • Manage all media-relations
  • Provide media-training to Reita directors
  • Maximise speaking opportunities for Reita members
  • On-demand project work: press packs,  event management

The Solution

  • Integrated PR and Marketing campaign
  • Corporate brochure, stationery and other Reita marketing material
  • Press releases
  • Press briefings and socials
  • Regional IFA roadshows – complete management
  • Launch event at London Stock Exchange

The Results

  • Over 90 pieces of editorial published in financial services press in 3 months
  • Co-ordinated and managed journalist events
  • Unique registered users of Reita.org rise considerably after every stage of press activity
  • Profile raised significantly as journalists see Reita.org as first point of call for REITs and property investment news and contacts
  • Compiled database of contacts from financial, property, national press
  • Press coverage achieved average monthly advertising equivalent of £30,000



FP Advance

 

FP Advance is a specialist consultancy set up by Brett Davidson, now one of the most highly regarded industry influencers with regular press and speaking opportunities.

The Brief

  • Create a new brand and brand name for FP Transitions UK
  • Build a reputation as a leading industry authority on how financial advisers make the transition from commission to fees
  • Gain press coverage in the media
  • Ensure Brett is a recognised authority in financial media
  • Attend and present at industry events and seminars

The Solution

  • Designed new logo, website and stationery
  • Press briefing and socials
  • Industry Events
  • Speaking events at all major industry conferences
  • Professional Adviser Roundtable – regular commentator
  • New Model Adviser regular contributor
  • Regular contributor to Real Adviser
  • Brett Davidson voted Top 40 most influential people working with IFAs – Professional Adviser

The Results

  • Successful launch of new brand and website
  • Over 28 pieces of editorial pieces published in 9 months
  • More than 60 press cuttings achieved in 3 months
  • Profile raised significantly and lead generation increased incrementally
  • Significant number of journalists contacted and relationships established
  • Regularly approached to submit articles for trade publications
  • Speaker or presenter at several high-profile industry bodies

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