Financial Services
PORTFOLIO
- B2B marketing
- Conference and seminar marketing
- Financial services
- Fundraising
- Healthcare
- Information technology
- Toy and children's marketing
TESTIMONIAL
"The Bond Market Association's Annual Meeting last month was a tremendous success. We had the strongest attendance we've had in almost 10 years. It exceeded our expectations by about 50%. Thank you for your support and your shoulders when getting the marketing off the ground."
Whether you need a high-response credit card campaigns — or an elegant brochure for high-net-worth investors — you can depend on Karen's ability to speak to the unique financial needs of your audience.
Consumer Marketing
- Citibank: Over 25 direct mail packages — many of which were long-time controls.
- Chase: Credit line package that outperformed the control package — written by a major advertising agency — by 3 to 1.
Writing to Affluent Investors
- Bankers Trust: Brochure offering global funds to wealthy investors.
- Malley Associates Capital Management: Corporate capabilities brochure differentiating the firm's unique approach to high-net-worth investing.
Business Marketing
- American Stock Exchange: Brochure invitations attracted a record number of financial analysts to an Oil & Gas event.
- New York Institute of Finance: Direct mail campaign drew financial executives from across the globe to U.S.-based training seminars.
- Prudential/Wall St. Access: Dimensional mailer/trade show invitation generated a 20% response rate among corporate pension plan decision-makers.
Current Clients & Completed Projects
- American Express
- American Stock Exchange
- Bankers Trust
- The Bond Market Association
- Citibank
- Chase
- Credit-Moscow Bank
- Fundamental Family of Funds
- Malley Associates Capital Management
- MasterCard International
- Merrill Lynch
- New York Institute of Finance
- Prudential Financial
- State Street Research (now BlackRock, Inc.)