Working with Portfolio will probably be a refreshing change for you. Here’s a little explanation why.
There are three key aspects to our client service.
- 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’.
- 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.
- 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.
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.