Increasing Brand Awareness for Online Investment and Trading Platform

An investment and trading platform that empowers global investors with pro-grade, easy-to-use tools, data, and insights caters to both novice and experienced investors, offering an array of trading tools, features, access to a trading community and real-time data to better inform their decision-making. The platform provides free access to investment courses, educational materials, and interactive events so that any investor, at any level, can gain from it. Investors can join forum discussions, trending topics, and seminars to increase their investment knowledge and insights. The company has a global presence particularly in the U.S., Singapore, Australia, Japan, Malaysia and Canada.

Our collaboration with the company encompassed various services aimed at bolstering their media presence, creating a roadmap that establishes the communications objectives, overarching strategy, corporate positioning, core messaging, media messaging and prioritized tactical media opportunities, while establishing them as a thought leader in the financial technology sector. Our efforts included media relations, thought leadership cultivation, awards and events support, issues management and crisis communications. We work with the platform in two markets – the U.S. and Canada., tailoring our strategies to meet the unique demands and opportunities of each locale.

The trading platform market is highly competitive, with established players like Robinhood setting a robust precedent. However, this platform stands out due to its innovative approach, an abundance of offerings, and customized trading solutions tailored to the specific goals of the trader. The challenge lies in navigating this competitive landscape and asserting the platform as a top contender. The opportunity is to leverage their unique offerings to capture market share and redefine standards in the fintech space.

Our program achieved significant success, marked by media exposure and recognition within the industry:

• Top-Tier Media Coverage: We secured coverage in top-tier publications regarding market trends, company surveys, announcements, and personal finance topics in Bloomberg, MarketWatch, and U.S. News & World Report, enhancing the company’s visibility and brand credibility.
• Byline Placements: Our strategic placements of byline articles established their executives as industry experts. Notable publications include Traders Magazine and ETF.com.
• Media Tours and Events: We organized a media tour for company executives with top financial news outlets including MarketWatch, The Financial Times, The Wall Street Journal, and Reuters. Additionally, we supported a partnership event and coordinated a pre-event media breakfast with Bloomberg, Bankrate, and Investopedia, which deepened our relationships with key reporters.
• Awards and Rankings: We identified, analyzed, and secured awards and rankings including 2024 Fintech Breakthrough Awards, US Fintech Awards, and Benzinga Fintech Awards. We achieved notable inclusion in rankings such as Bankrate’s ‘Free Options Trading – These Brokers Offer It’, Finder’s ‘Best Broker Cash Sweep Rates on Uninvested Cash’, and CNN Underscored’s ‘The Best Day Trading Platforms in May 2024’.

Through our strategic media relations efforts and thought leadership programs, the company has solidified its position as a player in the financial trading platform market. The continuous updating and distribution of credentials highlighting their offerings have been crucial in maintaining the brand’s competitive edge and increasing its share of voice in the industry, while securing their inclusion in rankings. Our approach has not only gained media traction but also turned the company’s executives into a go-to source for insights in the industry, fostering lasting relationships with key target reporters and securing continuous return interviews and features.

In H1 2024 alone, we secured 25 interviews, 13 interview results, secured placement of 2 bylines, identified 10 awards and 5 conferences, and secured their inclusion in 10 rankings. We were able to increase media coverage by 214% compared to H1 2023. This can be attributed to increased press release activity, virtual and in-person interviews, byline placements, market and trends commentary. Aside from securing media opportunities and supporting brand awareness, we also supported in creating the key message house and internal marketing plans.