TrinityP3 has extensive experience in financial services marketing procurement, working with some of the biggest names in the financial category globally, including DBS Bank, Mastercard, Visa, CBA, NAB, ANZ, Westpac, PayPal, BPay, and the Bank of New Zealand, among others. As a result, we deeply understand the category dynamics and can apply that knowledge to your organisation.
The projects we work on often deal with challenges as diverse as the categories themselves, ranging from banking and payment platforms to credit services, general insurance, life and health insurance, and more. With increased competition and financial services market regulation in these categories, having not only the proper bank marketing agency management but also being supported by the right technology, is essential to ensure maximum performance and financial marketing compliance.
These challenges naturally generate opportunities. These opportunities can be maximized when your financial services procurement and marketing agency management are optimal, your agency suppliers are best-fit for your requirements, and your teams are set up for commercial and operational success. This is where we leverage our market expertise to enhance the outputs and outcomes of your marketing program.
Global financial services experience
To see the complete list of financial services clients we’ve worked with and the work we did, please go here. If you’d like to speak with us about strengthening your financial services marketing procurement or ensuring financial marketing compliance, please contact us here to schedule a consultation.
What does financial services marketing management mean in practice?
It refers to three marketing consultancy practice areas, each focused on a distinct aspect of financial services marketing management.
Our Marketing Optimisation Practice focuses on:
- Financial Services Marketing Transformation roadmaps, including technology stacks, measurement frameworks, and the setup of workflow prioritization tools to optimize financial services marketing.
- Financial Services Procurement Processes, including construction of RFP and tenders; agency contractual assessment; agency procurement upskilling; and agency commercial and financial benchmarking (resourcing and remuneration).
- Production Consultancy: Including production evaluation (process and cost) and production transformation consultancy.
Our Supplier and Roster Management Practice focuses on:
- Financial Services Agency Selection: Finding the optimal agency partners (creative, media, PR, production, measurement, and more) who understand financial marketing compliance is crucial to meet your current and future needs.
- Financial Services Agency Roster: Ensuring that your current agency roster, including in-house resources, is efficient, effective, and set to deliver value.
- Agency Commercial: In-depth financial services agency benchmarking of your current agency fee structures, resources, and deliverables, alongside a range of other advisory services pertaining to your agency commercial arrangements.
- High-Performing Teams Roster: Assessment and improvement of your current financial services marketing agencies and in-house operations and relationships.
- In-house Agency Assessments: Providing financial modeling, financial services benchmarking, and technology evaluation to your in-house agency plans and services.
Our Media Practice focuses on:
- Media Value Operational Reviews: Assessing the strategic and commercial relationship with your current media agency partner, measuring and assessing media value, including a financial services media audit and optimization across paid, owned, earned, and shared channels.
- Media Industry Advisory: Consultative advice across a range of topics including media transparency, environmental sustainability, data privacy, ad-fraud and more.
- Media Agency Tender: Complete management of your agency tender process, from initial search and selection to appointment and beyond.
- Media Agency Commercial: Assessment and benchmarking of agency commercial agreements, contracts, resourcing, remuneration models and scope of work models.
Financial Services Case Study
Managing Financial Services Marketing
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