18. FinTech Awards 2023 Wealth & Finance Most Innovative FinTech Communications Specialists 2023 With experience covering software vendors, consultants, insurance firms, stockbrokers, and wealth managers to name but a handful of the clients PMC has managed, there are few better financial marketing firms out there than this one. Beginning life in the English capital just ten years ago, PMC has since grown to become one of the finest companies working in the city today. It boasts a particularly strong knowledge of the buy-side technology space, having worked with vendors that sell to hedge funds, asset managers, wealth managers, private equity firms, asset servicing firms, and asset owners. As for its own services, PMC guarantees seasoned professionals with a passion for finance and technology. Offering six disciplines to its fintech clients, PMC is a unique firm that expertly blends together multiple interests and industries into truly exceptional service. These six disciplines have been refined over time as a result of client experience, feedback, and ongoing training. The disciplines themselves divide into two streams, marketing and communications. Outsourcing, strategy, and digital marketing come under the former, whilst content creation, public relations, and creative works come under the latter. Portfolio will work tirelessly to become its clients’ outsourced marketing department, with founder Russ Bryan spending time working alongside clients in their offices. The firm specialises in customer insight interviews, go-to-market plans, value propositions, positioning, brand values, and messaging guides. With 20 years’ experience in the financial technology world, Portfolio’s strategic insights are highly valued. Digital marketing is another thing completely, but Russ and the team at Portfolio are just as proficient. Whether it be website design and management, GDPR-compliant lead generation, email marketing, SEO, social media account management, Google Analytics work, social media adverts, content marketing, Google Ads, or Pay-Per-Click work, Russ and the team can handle it. Once the marketing is done, Portfolio can also handle the communications side of the work. Content creation can take many forms, be it ghost-writing for customer newsletters, white papers, blogs, internal communications, copywriting for factsheets, brochures, case studies, awards submissions, or a whole host of things. Public relations can also be effectively managed, with tasks ranging from media briefings and writing opinion pieces, to press releases, raising personal profiles, pitching for forward features, and developing analyst relations. Russ is also in demand working with financial software firms as a Fractional Chief Marketing Officer. If you are looking for a senior-level marketer to renew your marketing focus, work with your executive management team and manage day-to-day operations within your firm, then he can help. No need for training, extensive explanation of your software or fear that your CMO will leave. Russ can take your marketing from 0-60 at the drop of a hat. Since starting his marketing consultancy, Russ has worked for over 30 clients across a range of fintech sectors, mainly within investment management. Some projects have been shortterm, while others have extended several years (even up to and including a successful trade sale). Russ also works on an interim basis, where you need someone with deep experience to rapidly move in and take control of your marketing, prior to the appointment of a new CMO. As a Fractional CMO who specialises in fintech, Russ will make available all his expertise to cover every aspect of your fintech business, bringing fresh, creative ideas and an objective viewpoint. His role would probably include creating your marketing strategy and implementing it. The role might also involve branding, content, PR, digital (including website development), launching your product, creative activities, market research and even helping with the hiring of marketing staff. As a trail runner and triathlete, you can count on Russ to bring energy, enthusiasm, and a tireless work ethic to your business. Of course, the best barometer for the effectiveness of any firm is the viewpoint of its clients. One such client is Bruce Hobson, Chief Executive Officer of leading software and services firm, corfinancial. Hobson says, “Russ and his team have significantly boosted our marketing activities and international branding. They produce excellent research and copy for opinion pieces, case studies and press releases, as well as collating multiple topics to support our regular corporate newsletters. Content is professionally produced, and Russ is always keen to ensure the best quality for all of our marketing output. “A key strength of Russ and his team is domain knowledge; they understand the investment management industry and software solutions, and can produce views, opinions and creative ideas accordingly. “This team have recently created our new website, supporting the production of a significant amount of new and updated content, with major improvements to the user experience when visiting our site. Russ is a pleasure to work with; he is always positive, and I would not hesitate to recommend him and his team.” Contact: Russ Bryan Company: Portfolio Marketing Communications Web Address: www.portfoliomc.com Based in the City of London, Portfolio Marketing Communications (PMC) is a highly qualified marketing and communications consultancy with a proven track record in finance and technology markets. Known as ‘The Fintech Specialists,’ the firm is experienced in delivering board-level strategic counsel and executive-level implementation for corporate and business-to-business campaigns.
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