Engage your audience where they're scrolling

Looking to launch (or re-launch) your social media presence? 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.

Why you need it

Keep your brand top of mind

By regularly posting high-quality content on social you ensure your brand comes to mind when your audience is considering their investment options.

Precise targeting

Social media, especially LinkedIn, enables you to target individuals based on data that's hard to get elsewhere, such as targeting people based on their job titles.

Engaging content formats

Social media offers a variety of engaging formats for your content. These include short animations, video snippets, carousels and multi-image posts that encourage engagement.

Our approach to social media strategy



We spend time with you and your team to understand what your objectives are with your social media presence.

Are you looking to increase the awareness of your brand? Encourage engagement with your content? Drive website visits and generate leads?

Once these have been defined we then agree the best approach to measuring success, and consider which topics you want your firm to be known for.


Define target audiences and priority topics

This is when we narrow our focus by identifying the priority audiences to target and topics to promote.

We also confirm how to structure your social media presence. We might recommend one company page globally, a mix of company pages or even the use of showcase pages on LinkedIn.


Develop a content approach

In this phase we convert your priority audiences and topics in a content calendar approach. We propose how often you write about your priority topics, what content formats to use and which topics should form a regular content series.

We also share best practice examples with you to ensure your team is focused on producing the highest-quality outputs for maximum engagement on social media.


Tone of voice and asset production

We then work with you to refine your tone of voice for social channels and draft copy to use when introducing your firm on your page(s).

We also produce engaging images to use across your social media channels to ensure consistency, credibility and interest.


Evangelise best practice

Once the strategy itself has been agreed, along with a content approach to deliver on the strategy, we then ensure your team is prepared to deliver on the plan.

We summarise the approach your firm has chosen to taken and walk your team through examples of best practice and the right way to report on social media activity.

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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Sales material design

We can help with presenting your opportunities in a consistent, concise and compelling way in your sales material.

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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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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