Inspire, engage and elevate the conversation around financial services marketing.
What
Unlock your firm’s full potential with innovative marketing strategies. Position yourself ahead of the competition.
Company messaging, value proposition & strategy
Company messaging, value proposition & strategy
Good strategy starts with knowing what you stand for. We help financial services firms build strong positioning, clear messaging and AI-integrated go-to-market plans that hold up in a competitive market.
- Competitive and industry analysis
- Value proposition and corporate messaging
- Marketing and communication plans
- Naming and tagline development
- Content strategy and editorial planning
- AI-integrated go-to-market strategy
- Full marketing strategy
AI adoption & coaching
AI adoption & coaching
AI tools work best when your team knows how to optimize them. We help financial services firms get up to speed fast, with practical training built around real workflows.
- AI tool selection and onboarding
- Prompt engineering for marketing and communications teams
- Workflow integration that fits AI into how your team already works
- Hands-on workshops for writers, marketers and client-facing staff
- Ongoing coaching and skills development
Outsourced AI marketing CTO
Outsourced AI marketing CTO
Ext. Marketing offers senior AI marketing expertise, without the need to hire a full-time team. We help financial services firms build, integrate and manage the AI infrastructure behind their marketing operations.
- AI marketing stack assessment and roadmap
- Tool selection, integration and implementation
- Automation design for content production and distribution
- AI vendor evaluation and procurement guidance
- Ongoing technical oversight and optimization
Corporate branding & design development
Corporate branding & design development
Even in financial services, trust is visual before it’s verbal. We build brand identities that hold up across every channel and hold up over time.
- Brand strategy and positioning
- Logo and brand system design
- Brand guidelines
- Data visualization
- Banners and signage
- Brand rollout and refresh
- AI-accelerated design production
Content writing & investment commentaries
Content writing & investment commentaries
Financial content that’s accurate, on-brand and out the door on time. We write across every format with AI-accelerated production and human editorial oversight on every piece.
- Hedge fund, PE, VC and investor relations materials
- Private equity communications
- Thought leadership and white papers
- Economic insights, analysis and commentaries
- Annual and quarterly reports
- Investor presentations
- Newsletters and investor updates
- One-pagers, factsheets and tear sheets
- AI-enhanced content atomization offering more output, delivered faster and with quality oversight
Marketing material development
Marketing material development
Transform your vision into content and collateral that make an impact. Captivate your audience and drive measurable results.
- Pitchbooks and presentations
- Factsheets, one-pagers and tear sheets
- Risk and performance reports
- Due diligence questionnaires
- Wealth advisor collateral
- Thought leadership and white papers
- Case studies and brochures
- Social posts, blog posts and newsletters
- Podcasts, webinars and infographics
- Event and conference materials
Website content & video development
Website content & video development
Create engaging, SEO- and AEO-friendly web and video content that drives traffic and leads.
- Website design and development (multi-page, landing, one-page scrolling)
- AI-powered web copy and content strategy
- Web audit and strategy
- UX/UI design
- Web writing and SEO optimization
- Website maintenance, hosting and technical support
- Video production (pre/post and full production)
- Webinars
Brand & digital strategy
Brand & digital strategy
Strategy without distribution is just a document. We help financial services firms activate their brand across digital channels with the structure and tools to back it up.
- Digital ecosystem audit and strategy
- Social media strategy and activation
- Email newsletter strategy, design and development
- SEO and AEO strategy, keyword research and integration
- CMS implementation, customization and support
- Analytics and reporting
Paid media strategy & management
Paid media strategy & management
Identify target audiences, select activation channels, manage budget and track key metrics to improve results and maximize ROI.
- Media buying across all platforms
- Paid social ad campaigns
- Search engine marketing (SEM) strategy
- Performance marketing
- Attribution modelling
- Capital raising & media buys
- Targeted email campaigns
Research, coaching & training
Research, coaching & training
We offer research, analytics and hands-on training for financial services firms that want to raise the bar internally.
- Market and competitive research
- Data analytics and performance reporting
- Investor pitch coaching and training
- Marketing team workshops, including plain language, AI, SEO and web writing
- AI adoption coaching and prompt engineering
- Outsourced AI Marketing CTO advisory
ADA/AODA compliance, editing, copyediting & proofreading
ADA/AODA compliance, editing, copyediting & proofreading
Accurate, accessible and compliant: we edit and audit financial marketing materials to the standard regulators and clients expect.
- ADA/AODA compliance review and remediation for web and PDFs
- Plain language editing
- Copyediting and proofreading
- AI-powered ADA/AODA audits for faster, more accurate compliance reviews
Outsourced marketing services
Outsourced marketing services
Ext. Marketing provides full outsourced marketing services, including customer journey mapping.
- Full-service marketing management
- Day-to-day execution and campaign planning
- Strategic oversight and advisory
- Customer journey mapping
- White-label marketing services
How
How we do it.
Compounding knowledge
We leverage our team’s years of financial industry experience and market intelligence to bring you strategic thinking you can’t get anywhere else.
Building with frontier AI models
We use leading frontier AI models to create efficiencies and explore possibilities. That means a cleaner operating model, expanded creativity, faster go-to-market strategies & execution, and much more.
Precision execution
Our commitment to excellence is non-negotiable. We focus on meticulous design, project management and flawless delivery that meets the rigorous demands of the financial services industry.
Value-driven innovation
We thrive on uncovering high-impact, creative solutions that generate substantial returns and add significant value to your bottom line.
Processes that pay dividends
We employ a systematic approach that’s been stress-tested across countless projects. It is designed to maximize efficiency and deliver consistent, high-yield results.
Deep industry research
Our research capabilities are powered by financial data platforms, frontier AI models and investment analysts.