A Leading Financial Services Technology Provider

This financial services technology provider was founded to accelerate the rollout of advanced in-house platforms originally developed for internal use. Its solutions now support a wide range of investment strategies and asset classes, covering the full front-to-back process.

The company also launched an innovation hub dedicated to exploring emerging technologies, AI, and climate-related challenges.

The challenge

The company wanted to demonstrate leadership in AI and innovation within a highly competitive financial services market. With one of the industry’s most high-profile forums approaching, the aim was to use the platform to showcase forward-looking thinking and highlight its role in shaping how AI is applied across the sector.

The challenge lay in cutting through the noise of competing narratives. The company needed a way to communicate complex ideas with clarity, stand apart from global peers, and ensure that its insights continued to resonate long after the event had closed.

The solution

We delivered a comprehensive campaign strategy designed to elevate the CEO’s presence around the forum and strengthen his position as an AI authority.

Research and strategy

We conducted competitor research and analysed trending AI topics to build a campaign plan. A tailored LinkedIn strategy was developed to increase visibility with the right audience.

Interviews with industry leaders

We coordinated 19 interviews with senior figures across technology, finance, and academia. Our team handled logistics from outreach to filming, drafted interview questions, and managed transcripts.

We extracted and verified key quotes, created thumbnails, and curated content for the CEO and interviewees to share across networks.

Video content and storytelling

We identified themes from the interviews and produced a series of theme-based videos with the CEO framing the discussion.

We also scripted and produced a high-impact video to open the panel session.

Forum presence

We created a detailed panel plan with scripted contributions for the CEO and panellists. Booth displays reinforced the company’s key messages during the event.

Social and digital amplification

We produced LinkedIn posts for the CEO, corporate account, and senior leaders. Interviewees were provided with shareable content.

Teaser videos, Canva assets, press releases, a campaign landing page, and email sequences extended campaign reach.

Ongoing support

Beyond the forum, we supported content creation for other events, consultant forums, and board meetings.

We also produced scripts, visuals, press releases, and sales materials, ensuring a lasting content library for ongoing use.

The impact

The campaign reinforced the company’s standing as a credible voice on AI in financial services. Its contributions at the forum sparked discussion and were supported by a bank of high-quality content that extended visibility well beyond the event itself.

• Established the company as a recognized authority on AI in its sector.
• Produced a reusable content library now deployed across events, social channels, and sales activity.
• Helped deliver a high-impact presence at the forum, supported by tailored video and messaging.
• Equipped teams with relevant, professional materials to strengthen client conversations.

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