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Approach

Working with Portfolio will probably be a refreshing change for you. Here’s a little explanation why.

Client service

There are three key aspects to our client service.

  1. Proactive – we don’t wait for our clients to ask for deliverables, we proactively make suggestions that will help their business. We also draw their attention to relevant articles, regulations or marketing opportunities that we discover. This is what separates a ‘consultancy’ from an ‘agency’.
  2. Creative – we are always on the search for new ideas or themes in the world of fintech that we can maximise for our clients. In this way we can create content that is both relevant and current.
  3. Knowledgeable – we are always seeking to learn more about the specific functionality and competitors in the same space as our clients. Continually adding to our knowledge base is how we really add value for our clients.

Staying at the cutting edge

One thing that we have learned over the last 20 years is that the world of financial technology never stands still. There are new technological concepts, new buzzwords, new operational challenges, new regulations and new segments of the financial technology market continually emerging. Working successfully in this domain requires continuous education. We never think we ‘know it all’ and never will.

We attend trade exhibitions, go to trade seminars, listen to webinars and read the major industry publications to keep abreast of the latest industry developments.

We can even learn during conversations with industry professionals in a City pub.

What sets us apart

We only work in the fintech space, therefore our aggregated knowledge of the buy- and sell-sides is what sets us apart.

For our clients, this deep domain understanding results in two clear benefits.

The first is that we can be immediately productive – you don’t have to spend months explaining your technology to us, who would buy it or why it is needed.

The second benefit is that we can create our own original content, not just disseminate information that you provide. We take the heavy lifting away from the content creation process – and bring our own ideas to the table.

Case Study

HOW WE HELPED CORFINANCIAL TO EXPAND ITS MARKETING OPERATION AND ATTRACT NEW BUSINESS

We first met with corfinancial on recommendation from a consulting firm. We soon recognised that the firm’s sales potential could be enhanced by improved brand awareness, with more scale and focus in its marketing operations.

Portfolio was brought on board to address these issues for the UK and U.S. markets.

Digital Technology Marketing

We offer seasoned professionals with a passion for finance and technology.

"Russ has worked for me on a number of both marketing and PR projects over the last five years, and has always done a fantastic job."

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"A key strength of Russ and his team is domain knowledge; they understand the investment management industry and software solutions, and can produce views, opinions and creative ideas accordingly."

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"Portfolio has been an invaluable partner for Vermilion over the past three years. Russ and his team have all the domain experience we required to deliver all of our company’s marketing requirements, from copy, design and award submissions right through to social media."

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“I have worked with Russ and Portfolio Marketing Communications at three organisations over the years. At StatPro Group PLC they ran our public relations function, at GateStreet and Infovest, creating collateral and website copy. The reason for this repeated business across multiple organisations is that Russ and the team have an excellent understanding of our industry."

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"Russ did a tremendous job for HedgeStart Partners LLP as we reviewed our marketing strategy, both with his creative thought and excellent writing skills."

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"I have had the pleasure to work with Russ and his team over several years. They have always provided insightful, relevant and positive contributions to our discussions and helped us develop key go to market strategies."

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“I have worked with Russ on several projects and would thoroughly recommend his work. He combines his strong marketing skills with enthusiasm and strong domain understanding, and constantly exceeds expectations."

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"Russ assisted us in bringing consistency to our marketing message, developed a marketing strategy and created excellent marketing collateral that all fed from a messaging guide."

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