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Ready to forge stronger client relationships? Evolve products and services against changing expectations? Drive growth with trust, transparency and tech?

We provide retail and institutional financial organisations with marketing and strategic communications expertise. And we do it flexibly and cost-effectively, by keeping overheads low and tapping into our network of specialists.

At a time when the industry needs to be talking, talk to us. We’re all about you.

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Be better understood

It’s tough running marketing in the financial services sector.

You know differentiation is vital, but it’s hard to innovate in a highly-regulated industry. Your team’s pulled in many directions trying to demonstrate marketing value, while you’re left fire-fighting. And budgets are tight.

Sound familiar? We’re here with ideas and experience to help.

We can:

  • Be your sounding board. Friendly, trusted experts to provide advice and ideas to help you set, and sell, the marketing strategy.

  • Evolve your brand in a changing world, ensuring its messaging and visual identity stay relevant to clients and staff alike.

  • Find the hook to promote a product that avoids ‘me too’ marketing, with stories that resonate for your clients.

  • Act as an extension of your team, getting project and marketing tactics delivered. Giving you more time for thinking strategically and delivering your marketing vision.

We’ll help you achieve your goals across the marketing mix, with:

  • Strategy and plans, ready to implement.

  • Brand refreshes and articulation to fit business needs, including visual identities, messages and videos.

  • Campaigns and collateral, from websites and brochures to rich media and white papers.

  • Internal communications, including purpose and values projects.

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Why hire us

  • Tara McCorquodale, Marketeer

Tara has worked in financial services for over 20 years, specialising in investment management with both in-house and agency experience.

Tara brings to the Partnership an insiders’ understanding of this sector, a passion for putting marketing best practice to work within a firm and a track record of helping companies deploy their brand and products in market, in the UK and internationally.

  • Chris Dell, Strategist

Chris started his career serving clients in the financial services sector. He has run a number of financial specialist agencies, including DMB&B Financial, Masius and Saatchi Masius.

Chris brings to the Partnership his expertise working for many successful financial services brands right across the sector, a fresh perspective gained from experience brand-building in other sectors and a keen interest in putting ideas to work for business growth.

  • Charlotte Moore, Writer

Charlotte is a multi award-winning journalist who specialises in writing for institutional publications. She also works as a communications consultant for asset managers.

Charlotte brings to the Partnership her in-depth technical knowledge of the sector, her ability to write sharp copy and her passion for honing clear messages which resonate with target audiences.

  • Caroline Brown, Planner

Caroline is a former strategic communications adviser to Government ministers. She headed-up the Department for Work and Pensions’ employer insight marketing research unit, where her team’s work was recognised by the Cabinet Office as ‘best in class’.

Caroline brings to the Partnership qualitative research capability and creative planning, along with a fascination for behavioural economics in marketing.

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Brands we've worked with

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Tasks we've tackled

We've helped:

  • a leading Private Client business develop a new market positioning | brand positioning and visual identity

  • a start-up wealth manager define an authentic voice for the business | marketing and comms planning

  • a US-based investment manager find its voice in Europe | brand expression and campaign delivery

  • a wealth manager roll out its brand purpose to all employees | brand video and internal workshops

  • a large asset manager launch a new fund | campaign idea, integrated campaign delivery

  • an ESG asset manager refresh its proposition | brand purpose, visual identity and website

  • an institutional funds platform communicate its point of view | thought leadership strategy and white paper creation

  • a biotech investment trust develop consistent content | editorial calendar and ghost writing

  • unscramble a complex smart beta fund | technical copywriting

  • make meaningful social media commentary | ghost writing

  • provide insight into monthly ETF flows | monthly update writing

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Insights

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Contact us

Drop us a line or give us a call

info@thescalepartnership.com
Chris Dell +44 (0)7979 202222
Caroline Brown +44 (0)7866 713335
Tara McCorquodale +44 (0)7976 745067
Charlotte Moore +44 (0)7900 898743

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We’re part of the co-working community at the Aurora Innovation Centre, Cambridge:

Aurora at BAS
High Cross
Madingley Road
Cambridge
CB3 0ET

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