Financial Services
Disrupting the Financial Services Landscape
At Bliss, we partner with clients to influence and amplify all the ways people can create, build, preserve, and distribute wealth in today’s economic environment.
In a field driven by numbers, our passion for data sets us apart. We're dedicated to catalyzing change across the financial services ecosystem, leveraging data-driven insights to inform programs that distinguish our clients and propel them toward sustainable growth.
Since 1990, we’ve delivered strong marketing communications results for financial services firms — from emerging players to industry giants — by distilling complex business concepts into compelling narratives that resonate with both B2B and B2C audiences.
MarComm Initiatives That Drive Impact
The only certainty in financial services is uncertainty. Knowing how to navigate it and effectively communicate with key stakeholders requires big-picture thinking and an ability to “see around the corner.”
Brand Awareness & Credibility
We help you reach stakeholders and shareholders in the outlets they trust. Whether that’s the front page of the Wall Street Journal, on CNBC’s Power Lunch, or a powerful trade publication with a concentrated readership, we can help you get the word out for your brand.
Executive Visibility
Our team can drive engagement with your financial services brand on the most powerful platform in business — LinkedIn — by enhancing the visibility of your senior leadership team. We can help you build credibility and enhance reputation at multiple points in the sales process.
Lead Generation
We have deep experience in building content campaigns and nurture streams designed to generate marketing qualified leads. Our full-funnel approach ensures that you have content for each stage of your target buyer’s or investor’s journey.
GTM & Growth Marketing
We combine proprietary research and analytics frameworks with the depth of our financial services subject matter expertise to surface distinct strategies for brand identity and positioning, to enter new markets or target customer segments. Using cross-channel marketing communications, we help you determine which tactics will position your brand most effectively with your audience.
Reaching New Audiences
We harness the power of data analytics to uncover actionable audience insights to target your ideal clients and customers. Our team develops data-rich personas of Mass Affluent and retail investors, SMB owners, prospective limited partners for PE, VC, and hedge funds and more, so you can build MarComm programs that reach and resonate with your audience.
Financial Stories That Perform
We craft smart content that speaks your language and the language of your clients. Our brand narratives and thought leadership not only reflect where the industry is going, but also give our clients a unique market position.
Unlock Value Creation
At Bliss, we're dedicated to supporting our clients and the audiences they serve. With our tailored solutions and collaborative approach, we're here to help you succeed.
Industry Passion & Client Excellence
We are deeply committed to helping our clients achieve their goals. Complex subject matter and business challenges energize us — there’s nothing we enjoy more than keeping our fingers on the pulse of the evolving financial services ecosystem. We approach every initiative with enthusiasm, ensuring that our clients receive the highest level of service.
MarComm Insights that Drive Growth
Through a keen understanding of market dynamics and audience behavior for all financial services industries, we harness the power of data to uncover valuable insights. Incorporating the insights into everything we do enables our clients to stay ahead of the curve and capitalize on new opportunities.
Financial Experience You Can Trust
With over 30 years of experience in financial services, our team of seasoned professionals brings their extensive knowledge to understanding your business and industry. Our experience combined with data-fueled insights positions us to develop programs that drive measurable impact for your business.
Our Financial Services MarComm Capabilities
Sectors We Work With
Asset Management
Private equity and venture capital firms raising capital, larger index players looking to reach institutional and retail investors, and asset managers in between.
Banking
Investment, commercial, and retail banks seeking to originate deals, protect their reputations, and strengthen client relationships.
Insurance
Insurers — from P&C to financial solutions and specialty insurance — seeking to grow their customer bases and dispel commonly held myths about insurance products.
Wealth Management & Personal Finance
Leading players in the wealth management ecosystem such as MFOs, RIAs, broker-dealers, and full-service brokerages to deliver advice to current clients and connect with prospective investors.
Real Estate
Commercial real estate investors, developers, and firms servicing the industry to deepen their relationships with audiences that matter most.
Fintech & Data Providers
From emerging startups to well-established players, fintech companies and data providers to secure funding, connect with target audiences, and navigate the evolving technology landscape.
Associations & Consortiums
Associations and consortiums to amplify their reach and foster stronger member engagement.
SMB Ecosystem
Small and middle-market businesses to access financing, identify the right workplace benefit solutions, mitigate risk, and prepare for exits.
Retirement
Retirement-focused companies to refine their messaging for plan sponsors, advisors, insurers, and individual savers by highlighting and promoting the importance of financial wellbeing.
