Commercial Finance

FINTECH - “ROBO-ADVISOR”

Revolutionising the way we manage our wealth – launching a leading “robo-advisor” in the UK

High Net Worths
1

Background

Our client was looking to break into and revolutionise the UK wealth management market, through its focus on technology and innovative pricing strategies. The aim of our campaign was to successfully launch our client in the UK and rapidly establish them as one of the UK’s leading “robo-advisors”.

2

Strategy

In order to deliver our client a hard-hitting and cost-effective PR campaign – that supported our client’s arrival (and ongoing growth) in the UK – we conducted research into a series of themes that would allow us to highlight our client’s USPs and how these cater to UK investor needs, whilst positioning our client as one of the leading authorities on issues facing investors and the wealth management industry. These included:

  • Analysis of ISA ownership, including demographic breakdowns of ISA ownership in the UK
  • How much savers are losing through cash savings?
  • How many people actually use their ISA tax breaks – and to what degree?
  • How much investors are losing in fees to “closet” index-tracking?
3

Results

In a few short months, our research and commentary delivered substantial coverage of our client in their key target publications, including the Financial Times, The Daily Telegraph, the Daily Mail and BBC News (TV) as well as other BBC website appearances – as well as ensuring our client is front-of-mind for national personal finance journalists as one of the UK’s leading “robo-advisors.”

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