CPA firms, accountants, and tax professionals have a very complex job. Outside of all of the meticulous reporting, a professional in the financial and fintech fields must also be able to translate, and then communicate, business data into actionable tasks. They must be able to look at numbers, spreadsheets and dashboards and quickly understand bottlenecks, workflow and cash paths and channels and hitting an ever moving target of regulations while doing their day-to-day duties.
The best financial and fintech companies are only as good as the people they hire. The right person helps enable a company to grow, sustain revenue, and scale intelligently. This is true for the person who markets these services as well.
TO WIN IN THE WORLD OF FINANCIAL TECHNOLOGY, INVEST IN YOUR BRAND
Nothing motivates us more than getting a client brand authority in an over-regulated industry that fintech innovators are facing now. In a world where money can move from any number of traditional banks to peer-to-peer lending accounts and mobile payment apps, failure is not an option.
FINTECH & FINANCIAL MARKETING
“Trusted,” “credible” and “professional” are all heard when discussing an accounting firm’s brand positioning. When marketing your firm, it’s important to focus on what truly makes it different. Why do clients remain with your firm long-term? Who is you ideal customer? How tech-savvy is your firm? Does your firm have unique qualities? Does it focus on certain industries? Is there a specialized process your firm has implemented? I help communicate your unique value and ensure that these characteristics are “front and center” on your website and all marketing communications. I attack your business’s marketing needs on every front, ASAP. Not in an outdated, linear progression.
So Why Me?
When it comes to financial services marketing, it’s in your best interest to hire a person like me that knows the ins and outs of the industry. While I could never do your job, you’ll have the peace of mind that the person who is working with your company knows and understands:
- Restrictions on financial advertising and targeting
- How to navigate through financial marketing compliance, disclosures, regulations, and guidelines (all hail the asterisk!!)
- How to develop long-lasting relationships with customers
- How to best position your firm’s brand in a crowded marketplace
If you want more customers while optimizing your marketing costs and increasing revenue, it’s time to see what I can do for your firm. Ready to begin? It all starts by contacting me. Click on the grey box on the right hand side to schedule our next steps.