Marketing &
Public Relations
for Financial Services

How Does Point Taken Help Market Financial Services?

With decades of experience across our team members, Point Taken Communications specializes in public relations for financial advisors, brokerages, banks, credit unions, investment funds, insurance companies and accountancy firms. We’ve worked with small, local financial institutions and large, nationally recognized brands. Our clients have included credit unions, credit service organizations, investment firms and financial transition specialists. While their size and scope have varied, they all have shared the same goal. Certainly, they all want to grow their businesses and better engage their target audiences.

How Do You Target Our Audiences?

The finance industry is constantly evolving with new technology, new service offerings and financial products. Additionally, there are always emerging competitors. Point Taken has its pulse on financial services industry trends. Therefore, we understand how to position your brand to hyper-target and engage your stakeholders and clients.

What Types of Marketing and PR Strategies Does Point Taken Utilize?

There are so many communication tools at our fingertips today. And we know it can be overwhelming to navigate. We specialize in developing targeted, thorough and creative public relations and marketing strategies and tactics. Thus, leveraging our knowledge and expertise about public relations and marketing for financial advisors and services. We deploy the right tactics at the right time to the right audience. Our goal is to achieve your objectives.

Point Taken is An Extension of Your Team

We partner with your financial services firm to serve as an extension of your team. Therefore, we share marketing and public relations results. Also, we provide industry intel to comprehensively support your business goals.

Here are some of the ways Point Taken can help you communicate your value to your target market:

  • Providing useful intel to your clients based on your knowledge, experience and pulse on your industry, such as market updates, regulation changes, tax-related matters and investment strategies.
  • We can help publish your subject-matter expertise in local, regional and national media outlets, trade periodicals and investment websites.
  • Point Taken can create e-blasts, SMS messaging, videos, social media content, website landing pages and virtual events / seminars to share your expertise with your prospects and clients.

We've Helped Our Clients Appear In:

Ready to Spark Change for Your Financial Firm?

"Thanks to the J Kelly team and our great partners at Point Taken in getting the new site rolled out. Looks great!"
"We hired Point Taken to build a website for our financial services firm. Their thoughtful process helped us design our branding and site to focus on our customer’s needs. From start to finish, they were incredibly professional."

Meet Some of the Financial Clients We've Helped:

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