Financial Services

Our deep roots in financial marketing deliver a practiced understanding of the perspectives of the myriad stakeholders you must engage.

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    For more than two decades, the Plan B team of financial communicators has been squarely on top of industry trends and changing regulations.

    So when we speak to investors, fund managers, bankers, traders, analysts and more, it’s with conviction and confidence. We understand how to marry persuasive messaging with legal constraints, and we excel at creating distinctive solutions that elevate your brand.

    We most often begin our work with a comprehensive financial services brand audit, collaborating with your brand team to identify the unique benefits you offer and your present position within the marketplace. We’ll define your objectives — building preference, driving engagement, boosting your ROI — and deliver insightful communications across all channels.

    With our talents to give you a competitive edge, you might like to think of Plan B in the same way as investment bankers who help you resist takeovers. We’re both killer bees.

    Leadership Team

    Meet the experts focused on your business.

    Clay Cooper
    Director of Client Services
    Don Weaver
    Executive Creative Director
    Terry Mertens
    Creative Director
    Bradford Pretorius
    Creative Director

    Testimonials

    Don't take our word for it. See what our clients have to say about Plan B.

    Iqbal Brainch
    Advantage Futures

    Iqbal Branch, Chief Marketing Officer at Advantage Futures, describes Plan B’s value proposition and how having an efficient and collaborative strategic partner makes an impact on the future of his business.

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    Case Studies

    A unique approach yields unusual outcomes.

    Optima Health
    Fully-Integrated Campaign
    The Affordable Care Act created an entirely new business dynamic for health insurers. Plan B armed Optima Health with a complete system of integrated marketing materials to address this new retail-consumer driven model.

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