Solution introduction

The Institute for Innovation Development is a financial services innovation platform and network that works to proactively support and promote innovative thought leadership and the unique perspectives of member firms

Institute membership provides access to a unique financial services industry engagement strategy and strategic partnership network we developed in response to the critical industry need to understand and employ financial innovation thinking, operating approaches, and products/services

Institute for Innovation Development membership provides a unique financial services business innovation and thought leadership engagement platform for financial innovators across the industry providing a differentiated strategy to enhance or develop a multi-pronged approach to traditional marketing/PR efforts.

The Institute strategically consults and collaborates with member firms to develop and launch bespoke, thought leadership campaigns to build firm awareness, strengthen branding, develop an arsenal of key long shelf-life marketing collateral, and better define competitive positioning and outline unique perspectives at a fraction of the cost that a traditional marketing/PR firm would charge for a similar campaign.

Features

Institute membership features include: 

  • Strategic thought leadership content consulting and development
  • Multiple guaranteed content placement/distribution & media relationships
  • Ongoing promotion of your blogs, research, white papers, podcast/interviews
  • Introductions & opportunistic placements with strategic partners – e.g., Speaking & networking events

This is a quick review of some major features included with membership, but most important is the creative collaboration and the strategic partnerships that we explore together with our financial services business innovation platform and network. 

Benefits

Institute membership benefits are additive and creative - not duplicative - to your other PR or content marketing efforts, adding another approach and network broadcasting resources to launch an expanded multi-pronged engagement strategy at a fraction of the cost that marketing/PR firms would charge for similar services.

We will work collaboratively to develop key topics for long shelf-life articles/interviews that build greater visibility and thought leadership positioning for member firms within the financial services industry and position for potential partnerships.

Our approach is focused on strategy, collaboration, disciplined execution, and integration with total firm activities and events, including cooperation/collaboration with other industry partners you may have, to "compound" your messaging and engagement with the industry. That is the direct purpose and design structured into our quarterly content and industry engagement strategy sessions

Working from a different, more foundational thought leadership and strategic vantage point, our goal is to build your thought leadership positioning and the key metric we go for is ubiquity. As a true thought leader, we ensure that you are multiplying your engagement and prominently appearing across the industry.

Key Data

Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence
  • North America
  • Western Europe

Institute for Innovation Development Membership

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