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.
