Financial Services

What we do

The PARTNERS+simons financial services practice has been built, brick by brick, over our past 20 years. We have worked with traditional brands and brands that have transformed the financial services landscape.

We specialize in these engagement dimensions

  • Marketing measurement/analysis
  • Brand development/awareness
  • Web development
  • Demand generation
  • Brand strategy
  • Product/service launch
  • Online video production

PARTNERS+simons is fluent in digital and traditional communications, in paid and social media – from rich media advertising and mobile applications, to direct mail and TV advertising, to online video, widgets and social networking.

We have developed deep audience understandings and insights in these key segments

  • Advice and wealth management services
  • Annuities
  • Broker dealers
  • College savings plans and loan programs
  • Insurance brokerage services
  • Personal and commercial insurance
  • Mutual funds
  • Retail/commercial banking
  • Retirement plans

Featured outcomes

Chartis case study

Chartis

COMING SOON

Mefa case study

MEFA

Metrics 101

A multi-channel campaign to drive student loan applications for the Massachusetts Educational Financing Authority (MEFA) reset benchmarks and expectations.

More on outcome

Sovereign bank case study

Sovereign Bank

Not business as usual

An integrated campaign to promote the bank's diverse retail products resulted in dramatic gains over business as usual numbers across the board.

More on outcome

Our second quarter checking promotion was one of the most successful marketing campaigns we have ever developed. The offer was great, the creative message was clear and consistent in all areas and our media plan was well designed and executed. A great effort that produced deposit growth of 45% over new account baseline balances, and 41% growth in new accounts compared to baseline.  Vice President, Marketing and Advertising,
Sovereign Bank

Financial services team

  • Nancy Bond Carle
  • Annemarie Crivelli
  • Matt Fishbein
  • Laura Hanson
  • Todd Haring
  • Anthony Henriques
  • Mike  Kirkpatrick
  • Walter Mills
  • Bruce Patteson
  • Matt Rockett
  • Stephanie Rogers
  • Jane Roper
  • Tom Simons
  • Kara Tierney

Audience Segmentation & Differentiating Your Financial Services Brand

Jul 29, 2010

Financial services marketers have had it tough over the last couple of years.

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What I learned at #adclubedge – Part 2

Jul 01, 2010

Earlier this week, I posted Part 1 of my recap of The AdClub EDGE Conference, the industry organization's event to celebrate some of the people and brands that are driving innovation in Boston.

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Contact
Jennifer o'connell

Jennifer O'Connell
Director, Business Development
617-330-9393, ext. 177
jennifero@partnersandsimons.com

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