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Helping a US Wealth Tech Firm Reach Swiss Private Wealth Audiences

  • Writer: Rori Maguire
    Rori Maguire
  • Jan 9
  • 2 min read

How we worked with a US wealth tech firm on promoting their services in Switzerland to Banks, Wealth Managers & Family Offices



Background - how it came together


  • Grayson Greer & Surya Saikumar are leaders in the First Rate business, developing new inquiries from Banks, Wealth Managers and Family offices in Europe.  

  • They were both attending our networking events in Switzerland. 

  • They wanted to capitalise on the opportunity to record explanatory content on why their offering is so compelling around our PCD Zurich dinner.  

  • They had seen our Film With Us service and wanted to engage PCD Media to produce some content at an upcoming Zurich event.

  • David discussed with Surya their key messages and the draft agenda for the conversation, but they did want the content to have an organic feel & natural tone.  


Objectives


  • David devised an agenda for a 15-minute discussion using his wealth management industry knowledge, focusing on their key messages & USPs for the Swiss market.     

  • We recorded the conversation in a relaxed manner in a beautiful salon in Zurich - a refined background to enhance their reputation and position in the market.   

  • First Rate has a sophisticated marketing team in the US, so we were not required to produce the finished product but to deliver an edited version (with additional B roll & flourishes) for their team to finish and publish.  


Solutions


  • We delivered the draft content to the First Rate team within a week of recording.

  • Their team was able to finalise the output, adhering to their brand guidelines and avoiding any duplication or unnecessary costs.   

  • We were able to amplify the content on publication with our community of members they are trying to reach.  


Benefits


  • First Rates obtained professional content on location in Switzerland for a competitive price to boost her visibility among professional contacts.

  • After handing it off to the accomplished team at First Rate, we did not incur additional editing costs.  

  • We raised her profile among the PCD community, increasing the likelihood of new introductions at future events.





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