Berbay Marketing & PR serves as a strategic partner for finance companies, offering insights and recommendations to enhance your marketing and public relations efforts. Our team consistently works to identify ways to boost your success and expand your business. Given that every action your business takes impacts your marketing, we perform a thorough assessment to pinpoint opportunities and address gaps that can be leveraged for growth.
Adapting Marketing Strategies in an Evolving Economy to Attract New Clients
How Berbay Enhances Your Marketing Efforts
Berbay evaluates and reviews all of your current marketing strategies. We ask comprehensive questions to guide our next steps, such as who your main competitors are, where your most promising leads originate and what challenges are hindering your company’s growth.
In-Depth Review and Analysis of Current Marketing Efforts
Our aim is to determine what strategies are effective and how you can optimize your efforts. Our analysis includes:
- Sales Process: We scrutinize every step from incoming leads to the entire sales journey, including your reception intake, lead tracking processes and follow-up with prospects.
- Referral Programs: By analyzing referral leads, we identify any missed opportunities and ensure you are targeting the right referral types.
- CRM: We review how current your CRM and database are and the process for updating them.
- Organizational Involvement: We assess your involvement in professional organizations, suggest others that may be beneficial and recommend the level of participation needed to meet your business development goals.
- Speaking Engagements: We review where you are speaking and how frequently, and we suggest other opportunities you should consider.
- Nominations: We evaluate the nominations you submit, including past submissions, and identify additional awards and rankings to pursue.
- Sponsorships and Scholarships: A comprehensive assessment of your sponsorships, the financial commitment involved and how these can be leveraged for marketing purposes.
- Branding/Marketing Materials: We ensure consistent branding across all materials, suggest enhancements and recommend ways to improve newsletter engagement and more.
Online Footprint:
- Website: We assess how current your website is and recommend improvements to layout, user experience, and content expansion.
- Social Media: We identify missing profiles, suggest updates, and offer strategies to increase attorney engagement and grow your following.
- Reviews and Testimonials: We examine your process for capturing reviews and suggest ways to consistently publish client feedback.
- Performance Marketing: We analyze the performance of various advertising campaigns, including print, digital and pay-per-click, and propose strategies to advance these initiatives.
- Other Opportunities: If we identify additional worthwhile opportunities during our analysis, we bring them to your attention.
Identifying New Opportunities through Sponsorship Audits
Creating a Streamlined Marketing Plan for Your Finance Company
After completing our research, we focus on what the analysis indicates for future investments. We develop a streamlined marketing plan tailored to your business’s goals with actionable steps, a timeline and assigned responsibilities. We can either hand over the plan for your team to implement or collaborate closely with you to ensure its execution.
Entrusting Berbay with your marketing plan implementation offers numerous benefits:
- Fresh Perspectives and Innovative Approaches: Bringing new ideas and creative strategies to your marketing efforts.
- Efficiency: Freeing up your internal team to concentrate on core financial work.
- Accountability: Keeping the plan on track and moving forward.
- Regular Communication: Ensuring consistent information exchange among your team members.
- Ongoing Monitoring and Analysis: Continuously assessing performance and making adjustments as needed.
Partner With a Marketing & PR Agency That Delivers Results
Reach out to PR agency for financial firms today to leverage our extensive experience and expertise in strategic marketing for finance companies. For a complimentary consultation to discuss how we can achieve your growth objectives, contact us at (310) 405-7343 or email info@berbay.com.
