How We Can Help

Now, more than ever before, it is essential to market your business strategically, authentically, cost-effectively and with maximum impact to compete in an increasingly crowded investment and savings industry.

Today, clients have a bewildering choice of potential investment partners, so standing out from the crowd has never been harder – or more critical. But with mounting pressure to deliver ROI against increasingly constrained marketing budgets and headcount, many financial institutions are struggling to make the impact they want and fully realise their business goals. Which is precisely where HT Financial Marketing can help.

With over 20 years’ experience in the specialist investment marketing sector, we work collaboratively to deliver innovative end-to-end marketing solutions for the investment and savings industry, without the overhead of a permanent marketing headcount. We partner with our clients flexibly to meet their specific needs, from standalone project or consultancy basis to fully outsourced solutions.

Talk to us about

Project based marketing solutions

We partner with your marketing team to deliver a specific project, we bring skills and knowledge not only to market your organisation more effectively, but also to enhance your team’s capabilities...

Fully outsourced marketing solutions

We bring a breadth of industry expertise and an objective view on the best marketing approach for your business, helping you optimise marketing investment while enabling growth...

Marketing Consultancy

When we partner with you in a consultancy capacity, we’ll identify where we can enhance your marketing team’s capabilities and where there are opportunities to be more efficient...

We work closely with you to provide:

Impactful, innovative and cost-effective marketing for the investment and savings industry, without the overhead of a permanent marketing headcount.

Your brand, positioning and key messaging are essential to distinguish you in an already crowded investment and savings industry. We work closely with you to help develop your brand identity, visuals, logos and key messaging to communicate your values and key differentiators in a way that resonates with your target audience and stands out from the crowd.

Content is still king. Now more than ever, financial institutions intent on strong growth must use integrated, content-led campaigns, executed effectively to raise awareness of products and services and attract new prospects. But where others are also competing in the same space, it is critical to take a strategic overview of what content will resonate best with your target audience and how your campaign should be implemented for maximum ROI. Only with extensive market experience is it possible to offer this clarity of vision – experience that HT Financial Marketing have in abundance.

With a long track record of executing local, regional, national and global financial marketing campaigns – some of which have been industry award winning, we can ensure your next campaign successfully delivers ROI. We can support you with all aspects of content marketing, campaign planning and execution to bring new prospects into your pipeline or engage existing clients. We can also help with lead generation and can monitor, adjust and advise on the performance of your campaign, leaving you better able to execute all your campaigns for optimum engagement.

Effective, striking design supports your brand and ensures your marketing makes an impact. Working with our professional design team we support you with a wide range of design services, helping you to establish, strengthen or redefine your brand in the marketplace. Services include:

  • Logo design and corporate identity development
  • Brochures, whitepapers, reports and newsletters
  • Infographics
  • Advertising (print and online)
  • Email marketing (e-shots and e-newsletter templates)
  • Supporting graphics for events (theme, invitations, agenda brochures, banners)
  • Presentations in Adobe Acrobat, Powerpoint, Keynote and Prezi
  • Word & Powerpoint templates
  • Interactive forms

Design is literally one of the most visible ways to differentiate yourself from your competitors. We have delivered many tailored, engaging design projects to help clients shine in a crowded marketplace.

Marketing transformation at its simplest is the pursuit of achieving scale, efficiency, innovation and profitability by using data and technology. At its most in depth, it encompasses company culture, reinvention of your operating model, restructuring marketing processes, marketing capabilities that are agile enough as the market changes, an omnichannel approach and not forgetting software that works for your new organisation.

Digital transformation in essence helps to improve the customer journey by using the data garnered from digital excellence and optimization of digital channels.

Well executed event management can be a time consuming exercise. Partnering with experienced events professionals will help accelerate the process and ensure delegates enjoy a stand-out experience that keeps them talking about your brand and brings leads in. We have experience in all kinds of face to face, hybrid or virtual events.

We’re passionate about event management, have a keen interest in the latest event developments and love a project plan! Working closely with you to achieve your specific objectives, we are on-hand to assist with project management, agenda setting, speaker management, content management, logistics and audiovisual (AV), delegate engagement (including event tech) and budget management.

Making an impact for the launch of a new fund, product or service is a real challenge in today’s fast-paced world of multiple media outlets and multichannel marketing. Now more than ever, smart financial institutions are looking at strategic, innovative ways to launch new financial products, to ensure they are best positioned to deliver optimal business growth.

We are proud to have created and implemented launch strategies and plans that have achieved proven, measurable success against KPIs. We can partner with you to create tailored launch strategies, ensuring they are customer-focused, positioned correctly and fully aligned to the overall objectives of your business.

In such a competitive environment, attracting new prospects can be challenging but we have the knowledge and experience to know what will make you stand out, make the best possible first impression and improve lead generation.  Including, ensuring you have a fully responsive website with the right content, link building and SEO capabilities to raise your profile online.  That your digital and social media marketing can reach your target audience at scale, can nurture them through sales funnels and deliver impressive ROI. We can also monitor, adjust and advise on the performance of your campaign, leaving you better able to execute all your campaigns for optimum engagement and lead conversion.

Marketing automation software (MAS) offers businesses an incredible opportunity to attract large numbers of prospects and nurture them until they convert into either marketing qualified leads or actual new clients. Using MAS allows you to plan, co-ordinate, manage and measure all of your marketing campaigns, both on- and offline. It will also enable you to streamline and automate marketing tasks and workflows, helping to move prospects and clients through the sales funnel faster, thereby increasing operational efficiency and growing revenue.

However, the financial sector has been slower than many others to adopt and harness the true power of MAS, giving those institutions which do embrace its capabilities a critical competitive advantage.

With significant experience in implementing MAS for organisations – including at a global level, we can guide you through the myriad of different systems, or work with your chosen provider and internal teams to successfully implement these large and complex projects, driving both operational efficiency and business growth.

All the best-practice advice and marketing ‘rules’ available online could easily make you feel overwhelmed.  We will give you much needed clarity and be a trusted, objective sounding board to help you make the best decisions for your business and share strategies and tactics to meet your business goals.  We will help you identify your strengths, develop your skills, recognise areas that require development and improve your confidence, empowering you to overcome barriers to your success, be confident in your marketing abilities and to position you for further success.

An effective marketing strategy is essential for business success. It is a long-term plan for achieving a company’s goal by understanding the needs of customers and the business by creating a distinct competitive strategy. We will help you develop (and implement) a detailed and structured plan across a wide range of funds, services, platforms and channels to meet your objectives, identifying your target audience profiles, your key brand messaging and KPIs and deliver ROI.

Successful presentations and pitch documents depend on compelling content, tailored to your target audience. With our extensive investment and savings industry knowledge and years of experience of working in RFP teams, we can help you articulate your unique offering, make it visually appealing and prove how you add value in a way that wins you business. Having spent years producing slides for the industry, we not only know what makes a really good and effective deck but also understand the psychology behind it.

A fully responsive website with the right content, link building and SEO capabilities is critical to raising your profile online and ensuring you rank well in search engines, particularly in comparison with your business rivals. Acting as your “shop window”, your website is often one of the first ways prospective customers engage with your brand – and first impressions last. Working with our website specialists (or doing this ourselves) we deliver impactful, engaging and fully-optimised websites.

Marketing through digital and social channels has grown exponentially – and for good reason. When executed well, digital and social media marketing can reach your target audience at scale and deliver impressive ROI. But with the sheer number of platforms available, and the proliferation of content formats you can use in your marketing, it’s imperative to be strategic about your online activities.

We create effective digital and social media marketing strategies that drive business growth. By defining in-depth digital audience personas that reflect your ideal clients, then identifying the appropriate channels and platforms to engage them, we provide you with a targeted strategy to raise your digital profile and maximise potential business results.

“I’ve enjoyed working with HT Financial Marketing and appreciate the expertise these experienced industry marketers offer. I can give them a brief and know it will be done well and on time.”

Katherine White MCIM, Investment Solutions Marketing, Aon

Linda helped redefine our strategic marketing approach and was a crucial part of our transformation towards a more client-centric approach, which included a full rebrand and digital marketing launch. Straight-talking and provocative, Linda really helped us to ask ourselves those big questions, and then when we agreed on the answers, helped to implement a plan which will put us in good stead for many years to come. Through working with Linda, we were able to fully close one particular marketing channel and to replace the lost leads with alternative channels entirely, plus an additional 33% on top of our annual target.

Karl Davis, Partner & Chief Business Development Office, Morrinson Wealth. Senior Partner Practice, St. James’s Place Wealth Management

We needed the ‘wow factor’ for our new global equity pitch decks and HT Financial Marketing delivered! The final decks were impactful, drawing out our USPs, streamlined our content – with the right content for each of our different types of clients. All whilst adhering to our brand guidelines.

Anonymous – UK Investment Manager