TWM Articles from The Wealth Mosaic

Six ways to work with The Wealth Mosaic: Content

Work with us to create informative, engaging and high-quality content to support your messaging to the wealth management marketplace

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by The Wealth Mosaic
| 02/01/2025 12:00:00

For technology and other vendors to the wealth management sector, The Wealth Mosaic (TWM) is a unique channel to market, a resource to enhance your positioning, reach and engagement. Regardless of size or focus, we work with vendors to deliver a focused, cost-effective and flexible way to support your efforts to inform and engage the wealth management sector to meet a multitude of goals: increase in brand awareness, positioning, market-entry, lead generation or more.

Our multi-channel offering can be tailored to fit your objectives, available budget, focus and immediate needs. Our model is fully flexible. Ultimately, what we offer can be seen as a flywheel where every element is a piece of a larger mosaic.

In the first articles in this series, we provided a general overview of the six main ways in which vendors can work with us. In this fourth article, we focus on our content offering.

As a publisher, one of the main elements of our offering to the market is content. We are a content and knowledge hub for the wealth management industry. For our clients, creating content is not necessarily something they are able to easily or quickly develop, for a number of reasons. Yet content is increasingly important so where it is needed by our members, we seek to fill the gap.

An interesting aspect of our content model is also the ability to meet three needs in one. For any firm that works with us to create content, our model includes:

  • Knowledge – we know the wealth management industry and what content resonates best
  • Creation – our offering includes content creation be this in written, video, podcast or webinar format
  • Publishing – with a publishing platform and channels, we support the distribution side too
  • Sharing – we also share with our clients every piece of content that is created, for re-use and further amplification

The combination of the above is what makes our content offering compelling. Our content offering has three core components:

  1. Written content
    We work with you to create different forms of written content. Whether created from scratch, likely through an interview, or repurposed from existing materials, our written content offering typically includes:
    • Blogs
    • Articles
    • Interviews
    • PR
    • Whitepapers

      Not only is our model flexible in terms of what we create and how, but our written content can also be used for other purposes. For instance, you want to participate in a TWM report but need us to write your contribution? Fine. Or you need to write an article for another publication. Consider it done.
  2. Video content
    One of the great things about video is that it isn’t as static as a print advertisement. It can be shared easily and quickly, and it can tell a deeper story – it can be anywhere in the world at any time. 80% of users recall a video ad they viewed in the past 30 days. Memory recall is one of the biggest benefits of using video in your marketing strategy. If you can connect with your viewers in a way that allows them to remember you, that’s always a good thing. Our video creation service is a highly cost-effective way to bring video into your marketing mix, capturing content in a ‘snackable and shareable’ way and driving stronger recall than many other communications channels.

    Our video offering includes:
    • Talking Heads – Entry package – a one-hour video interview session based on a standard TWM set of five questions designed to support an introduction to your business.
    • Talking Heads – Bespoke package – a one or two-hour video interview session based on a tailored set of five (one hour) or ten (two hours) questions designed to offer insights into a topic of your choice: your business, solutions, market themes or more.
    • WealthTech Talks – a two-hour video interview session where TWM interviews you on a pre-agreed topic.
  3. Podcast and webinar content
    If you want to go into detail, a podcast or webinar is the perfect vehicle to do so. A podcast is there for a one-on-one focused view of your business, solutions or market themes, while a webinar allows you to dig deeper into a topic. In both instances, we work with you to determine the focus, structure, questions and panellists for a webinar. In each case, we provide the infrastructure to create, share and market the asset. In the case of a webinar, this is run as a live event with the recording then edited for publishing.

WealthTech Talks or unbranded video
For written interviews, video interviews, podcasts and webinars, we offer either a branded WealthTech Talk or unbranded output. These are topic-focused outputs.
 

Looking ahead: activities in January 2025
Looking ahead to 2025, we are pleased to announce several events that will bring our community together to share ideas, learn from each other, and connect. In January, we will host multiple events, including the UK WealthTech Vendor Forum on January 16th, the US WealthTech Vendor Forum on January 22nd, and the AI Toolkit Roadshow in New York, also on January 22nd. These events aim to facilitate connections among industry professionals and showcase the latest advancements within the sector.

We also anticipate the publication of our AI Toolkit 2025 report, set to be published in Q1. This report will provide valuable insights into the application of AI within wealth management, equipping professionals with the knowledge needed to leverage emerging AI-related technologies.

Discover our Media Kit for 2025
As we prepare for another year of development, we invite you to explore our 2025 Media Kit, a comprehensive resource that outlines TWM's extensive suite of offerings. We encourage everyone to join our vibrant network, as your engagement is key to driving the wealth management industry forward.