Through our alliance with our service partner Brighton Consulting, Shared Services offers a comprehensive marketing support service for financial institutions.
Marketing Planning
We work with your team to develop consistent and integrated marketing plans:
benchmarking studies to help you understand your competitive position
market research, both on and off-line
development of integrated marketing plans and campaign calendars
research, brokering and coordination of 3rd party marketing alliances
audit and review of market-facing sales collateral
Campaign Planning & Execution
We specialise in the management of campaigns and campaign calendars to support sales objectives and budgets:
development of campaign concepts
creation of all campaign sales and marketing material
support with campaign execution and monitoring
Collateral Design & Copywriting
We specialise in financial services marketing:
design, copywriting, compliance coordination and production of annual reports, product disclosure statements, member statements and forms
development and copywriting of member letters and brochures to support new business and operational needs
producing a range of flyers, brochures, posters, direct mail campaigns and advertisements to support member marketing initiatives
Product Review & Development
We offer total product development lifecycle support:
market research and benchmarking
product design and development
financial modelling (including fee analysis)
implementation and testing
communications collateral and product launch development
Brand Development
Some of the projects we have completed include:
design and development of new brand identities for new and merged organisations, new products and segmented offerings
reinvigoration of existing brand identities – update brands and collateral to present a consistent and contemporary image to members
