Draw attention to the right things

Pitchbooks, brochures, factsheets and other sales material are all instrumental in the buying process.

Whether your prospect is researching before a sales conversation or digesting material after one, you want to present the opportunity in a consistent, concise and compelling way. We can help with that.

Why you need it

Make a compelling case

Well-crafted sales materials present your products in a way that's truly compelling to your audience.

Invest in sales materials that incite action.

Build trust through consistency

When your sales materials offer consistent messages and visual cues they become recognisable to your audience.

Consistency builds trust, which is a crucial factor when someone is deciding where to invest.

Stand out from your competitors

Effective sales material highlights how your products are different from your competitors'.

Engaging content formats make your firm memorable and brings your story to life.

Investing in your sales material ensures you stand out from the crowd.

Our approach to sales materials



We spend time to understand who you develop sales material for, when it's used and why you want to update or create it.

We also collate examples of your existing sales material and interview product or sales team members to discover key strengths and differentiators of your product. 

This is complemented by competitor research to determine how it compares to material produced by your peers.


Map content to buying journey and identify gaps

We then map what types of content are needed at each point in the buying journey.

As we map the content we also identify the most suitable format for each content type (for example, when to use a video instead of a blog) and we identify any content gaps to be filled.


Develop a content plan

Once the content requirements have been mapped to the buying cycle and agreed with you, we then devise a content plan to address any gaps highlight the products' key differentiators.

This can include updating existing content you already have and creating brand new content.

In the content plan we'll also include advice on promotional angles and cadence of sales material.


Draft content and creative formats

Through a combination of repurposing existing content, leveraging insights from regular commentary and interviews with investment specialists, we create a range of content that speaks to your audience and highlights your products' unique selling points.

Each piece of content includes a range of ‘micro’ content for promotion (e.g. email subject and intro, copy for LinkedIn posts).

We also devise a format and creative styling approach for each content type.


Iterate to achieve final materials

Once we receive your feedback on our first drafts we then iterate both the content and creative approach to arrive at effective, engaging sales materials.

We can also convert these content formats into templates to use across multiple products.

How can we help you engage your clients?

Other engage services

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Product-led campaigns

Raise the profile of your products and build awareness through targeted, measurable campaigns.

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Website design and build

We offer an end-to-end website service that ensures users find what they need quickly and easily while also highlighting what's unique about your firm.

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Lead generation and nurture strategy

Demonstrate how your marketing spend matters by passing high-quality leads to your sales team.

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Adviser education content

High-quality content dedicated to advisers is a tangible way to help the intermediary market develop their skills.

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Market entry campaigns

Targeted campaigns developed by industry experts can help raise awareness of your brand in a new market.

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Social media strategy

We help you formulate a strategy to reach the right audiences, with the right messages at the right moment to drive awareness and generate leads for your sales teams.

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Video and animation production

We can help you create live action or animated videos that your audience actually wants to watch.

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ESG campaigns

We help you plan and execute a targeted ESG campaign that ensures your clients know your approach to sustainability.

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Sales and marketing material

We help you articulate your positioning for asset classes, capabilities and products, to translate into engaging sales material.

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Content strategy and planning

We ensure your content enables you to reach new prospects, nurture warm leads and build loyalty among existing clients.

Firms we have worked with

Amundi Asset Management
BNY Mellon
BNP Paribas Asset Management
Columbia Threadneedle
Evenlode Investment
First Sentier Investors
First Trust Global Portfolios
GAM Investments
Gresham House
Janus Henderson Investors
Legal & General Investment Management
London & Capital
Lord Abbett
M&G Investments
Majedie Asset Management
MFS Investments
Natixis Investment Managers
Nedbank Private Wealth
Polar Capital
River & Mercantile
Square Mile Research
Standard Life Aberdeen
T.Rowe Price
Santander Asset Management
Sarasin & Partners