Strategic Marketing

Do you need a strategic marketing firm to complement your internal resources?

Let Marketing Matters be your outsourced solution to complement your internal resources, whether it's for a short-term product development need or to support longer-term strategic marketing initiatives. Our professional marketing and design team has over 20 years' of experience helping organizations execute marketing and business initiatives to help grow their businesses. Our strategic marketing services include:

Marketing communications

Project management, firm story development, content development, creative concepts, marketing campaigns and professional graphic design services.


Logo development, rebranding initiatives and product/service naming.

Inbound marketing

Create valuable content that readers will find online. We help you push your content out through social media channels, capture leads, nurture the relationship online, convert leads into clients and continue to delight them so your clients become your advocates and promoters. As a HubSpot Agency Partner, we're Inbound Certified and can help your firm attract more leads and close deals faster.

Executive presentations and pitchbooks

Engage with your audience with a professionally-written and designed executive deck, highly-visual pitchbook, or infographic-rich presentation or slide show. Because humans are visual learners, we suggest using infographics to streamline the data and help your readers retain the information you're presenting. In fact, 90% of information transmitted to the brain is visual, so even using "captioned" text and interesting typography will make a big difference in your presentation effectiveness.

Communications gap analysis

Literature system review with recommendations for establishing a streamlined client experience.

Product/Service development

Business model and business requirements definition. Competitive requirements documentation, marketing and client/participant engagement strategies.

Strategic plans

We'll help guide your team on the decisions in front of you and help you create strategies to implement them. Using our TopView methodology, we create a blueprint for your strategic plan. TOPView is a tool that facilitates the documentation and graphical depiction of how technology, operations and people will work in concert to achieve business goals.

TOPView is Collaborative…Developing the TOPView is inherently collaborative. We work with your team, stakeholders and other key leaders to develop and convey a common understanding elements impacting the success of the business initiative.

TOPView Creates Custom Solutions…Through each phase of the TOPView process, we will work with your team to develop recommendations that truly reflect your unique capabilities, marketing objectives and corporate culture. As experts in the financial services industry, our recommendations will be based on facts, data and real-life "case studies" and tailored to your firm's specific needs.

Because TOPViews are very visual, they are an effective tool for: