Performance Marketing

Finding a point of difference in the professional services sector is never easy. There is a tendency to focus on services and transactions. We have worked on a range of programmes for our clients from a complete brand refresh to website and business development programmes.

We understand how professional firms operate and have the experience and gravitas to work with people at all levels. Perhaps more importantly, we have developed programmes to win new assignments for our clients. If your marketing and business development could do with a new perspective, we can help.

Investment Companies

Collateral material for funds can often be impenetrable; concerns over legal compliance take precedence over the need for simple propositions expressed with impact and clarity. It need not be this way.

The Fundamentals team understands compliance issues and we work with our own compliance consultant to present complex products in a fresh way that is in tune with current investor needs. We understand the different channels that prospective investors use and plan the journey we need to take them on, from awareness to interest to contact. It results in cost-effective marketing campaigns that are creative, compliant and commercial.

New Product Development

Because financial engineering is crucial to successful investment, product design, naming and packaging can be a secondary consideration, often left until late in the process. The right presentation is vital to differentiate your new product from the crowd but it needs to be based on investor understanding and feedback, and should be an integral part of the process from the outset.

Fundamentals delivers strategic thinking to achieve the optimal positioning for the brand vis-à-vis the competition and, perhaps, other products in the client’s portfolio. Then, based on feedback through our Practical Intelligence team, we develop impactful packaging and support material to cut through the clutter.

Fundamentals Online

Your clients and prospects use websites everyday as a primary source of information. As a result relationships often start online because they use the website as a first point of contact with your business, and there is no second chance to make a first impression.

The best websites are designed to meet the needs of different user groups so that every visit is a good experience for the user and commercially valuable for the site’s owner. We spend as much time understanding users and developing the right architecture and content as we do designing and building sites. And we incorporate traffic driving activities into the project from the outset to maximize quality visitors.

We partner with specialists for the technical aspects of design, build and website optimization. Our combination of skills and experience enable you to get the best from your website.