Marketing Services
Marketing Services

Extend your marketing team with a virtual staff of experienced Pershing marketing professionals, all dedicated to helping you grow your business. Their expertise spans every facet of financial marketing—from branding and advertising to event planning.

  • Marketing consulting offers access to best practices to help your firm build brand awareness and design effective campaigns, collateral, communications, and events
  • Marketing guidebooks help you build your brand, attract new talent, and implement an effective public relations strategy
  • Marketing collateral includes an extensive selection of customizable brochures, statement inserts, and other materials for both your investment professionals and investors
  • Speaker resources feature leading business authorities from business strategy, sales, training and development, and other key disciplines who are available for seminars, debates, and as moderators or panelists for special events
  • Pershing's Statement Program allows you to brand your client brokerage account statement with your own logo and deliver custom statement messages and inserts to your clients
  • The Source provides resources to complement your marketing efforts via NetExchange Pro®, our brokerage workstation

Contact us to learn more about how we can support your marketing efforts.

 

Do You Have Limited Resources?

Whatever your marketing challenge, Pershing has solutions.