Kevin & Co

We serve a range of clients including asset managers and wealth managers, insurance companies, hedge funds and custodians Our specialty is a deep understanding of the financial services industry and the challenges of B2B and B2B2C marketing

We also partner with other agencies, consulting firms and research companies to offer access to deep subject matter expertise about the financial services space and additional on-demand capacity

Using your business imperatives as the starting point, we thoroughly evaluate business needs, client wants and competitive pressures Combined with our experience, we can help you establish a plan to leverage marketing channels to achieve your business goals

We conduct a range of research, from stakeholder interviews to proprietary market research and competitive intelligence gathering These insights can help you make informed decisions about how to segment your market, target the right audience and communicate effectively to them

Before you can craft a message, you need to establish a strategy aligned to your business goals We can help you design a roadmap to convey your message across the relevant channels at the right time and to the right audience

Our network of content creators can activate your message effectively across media channels in ways that allow you to track your success We can also work with your internal team or designated third-party agency to bring your message to life

We work with a range the world’s leading financial and professional services firms

We work with the world’s leading wealth management firms and smaller regional players helping them use marketing to empower advisors to acquire clients and grow their book of business

We work with mutual fund managers, ETF providers and alternative investment firms to help them hone their message in a crowded marketplace and build loyalty among advisors and wealth managers

We work with asset custodians to help them better understand the advisor community, engage independent advisors and deliver value-add to drive loyalty and deeper relationships

We also use our experience in financial services marketing to help clients with B2B and B2B2C marketing needs across associated industries, including private banking, trading services, advisor technology, insurance, and charitable giving

To learn more about our services and our client engagements, download our Solutions PDF

Kevin & Co was founded by Kevin W Smith, a 20-year marketing veteran to build on his deep interest and experience with the financial services industry Kevin and the firm draw on a national network of skilled writers, designers and subject matter experts to complement in-house expertise and offer our clients the resources and scale they need to address any strategy or marketing need efficiently and cost-effectively

How can we help you harness marketing to achieve your business objectives? +1 646 744 7470