/ Financial Services

NAVIGATING NONSTOP CHANGE

Every area of the financial services industry is transforming at a breakneck pace. As financial marketers, this is exactly what we’ve been waiting for. It’s the ideal time to chart a course that will accelerate you into the future. Fully embrace digital, build stronger connections between sales and marketing, and root out unnecessary complexity.

Find solutions to help you connect with long overlooked audiences and communicate a purpose beyond making money. Now is the time to deliver.

  • CUT THROUGH CONVENTION

    Let’s face it, the financial world has largely become commoditized. But today’s industry demands more from these brands. Firms that never cared about branding and marketing — from private equity to hedge funds to boutique RIAs — are laser focused on standing out in the crowd. So, whether you’re focused on reaching a first-time investor or a highly sophisticated CFO, it’s time to be bold and do more than maintain trust.

    Capital Group
    Redefining a brand’s voice to connect on a deeper level
    ADP
    Reinventing a chat feature to feel like a conversation with a friend
    3
    Top hedge funds are Sullivan clients
    2 out of 3
    Top banks are Sullivan clients

  • RECRUIT WITH PURPOSE

    Even the most elite financial brands are facing stiff competition for talent, not just from competitors, but from giants dominating the tech space. Big bonuses and free snacks alone just won’t cut it. More than anything, the next generation of talent wants to work for companies that can clearly articulate their culture and instill a sense of purpose across their entire brand.

    Insight Partners
    Empowering employees with a fresh identity
    43%
    Spike in job applications for a top NYC hedge fund
    3x
    Increase in advisors for a top wealth management company

  • EVOLVE THE EXPERIENCE

    Every financial decision is high stakes—whether it’s a millennial making her first crypto trade, a business owner selecting new POS technology, or a pension manager choosing the right alts fund. Enhancing the customer experience means understanding the nuances and guardrails—and not being afraid to push against them.

    Goldman Sachs
    Launching a philanthropic campaign to engage communities
    30+
    Unique pieces of content created for a top investment firm
    8M
    Users reached in one week via a campaign for Goldman Sachs

  • MODERNIZE SALES

    Help your advisors and teams evolve their most powerful sales tool–relationships–by leveraging the latest technology to increase participation and build stronger connections.

    AXA
    Commanding client attention in an unconventional way
    Insight Partners
    Arming a sales team with a powerful roadmap
    100%
    Increase in new enrollments for AXA

Select Clients

American Express

AXA

BlackRock

Bloomberg

Brookfield

Capital Group

Calamus Investment

Charles Schwab

Citi

Credit Suisse

Fidelity

Global Atlantic

Goldman Sachs

Insight Partners

Institutional Shareholder Services

J.P. Morgan

KKR

MassMutual

OppenheimerFunds

Osaic

Pantheon Ventures

Sands Capital Management

Standish

TD Ameritrade

Thomas H. Lee Partners

TIAA

Wellington Management

WorldQuant