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Dynamic Beta Investments needed its brand to align with its mission to make hedge funds accessible and investing transparent. All while making a name for themselves in the industry and showcasing how they could complement and enhance existing portfolios. 

CriticalPoint Partners is a small but incredibly experienced M&A advisory firm that needed to communicate their middle-market focus across multiple service offerings and verticals. They were looking for a website redesign and refreshed copywriting that presented a more defined path to busy business owners looking for help.

With a long history of providing guidance and educational resources to business owners of all backgrounds, City National Bank launched an intensive research initiative to better understand the experience of women entrepreneurs along their journey to, and throughout, business ownership.

Services

What we do

Content

Branding
Blog creation
Messaging
Thought leadership

Websites

Animations
Banner creative
Infographics 
UI/UX design
Website development

Marketing

Marketing automation
Paid search/social
Programmatic
SEO

PR

Media relations  
Event
Social posting

About

Finance Studio is a team of creatives, designers, developers, writers and publicists with a passion for financial services. We provide flexible, results-driven marketing and communications solutions for scaling financial businesses.

Clients

We know financial marketing teams need to do more with less, and require partners with deep domain expertise to build their brands.

You need more bang for your buck—marketing that breaks through the clutter to elevate your brand and grow your bottom line. Consider us an extension of your team ready to hit the ground running with knowledge, experience and contacts across all financial sectors.

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Knowledge Hub

Read the latest insights from the Finance Studio team.

Social media competitor analysis for financial brands

Social media competitor analysis tool

This free social media competitor analysis template make it easy to compare key performance metrics, such as follower counts, engagement rates, and content strengths, to fine-tune your strategy and outshine competitors.