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Financial Advisory Firm Leverages Public Relations Campaign to Promote Merger and New Capabilities

Situation Overview
A leading financial advisory firm, based in Chicago, IL, launched a new division through a merger with sourcing specialist group.

The financial advisory firm wanted to effectively communicate the merger and the firm’s new capabilities that were brought to the table by the sourcing specialists. It had several communication channels to target, including:

  • Internal sales leaders and account managers
  • Existing customers
  • Prospects
  • Competitors

Problems Solved
PWMG first worked with the firm to develop a key message platform that would form the basis of both internal and external messages.

PWMG then executed a strategic public relations campaign. The efforts to promote the firm’s new organizational capabilities led to published features in national business, industry trade and local newspapers, including:

  • Automotive News
  • Chicago Sun-Times
  • Crain’s Chicago Business
  • Financial Outsourcing News
  • Investment Dealer’s Digest
  • Journal of Commerce

Related PWMG Services
Public Relations | Marketing Strategy | Database Marketing

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