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Reputation Management Case Study

The debate on so-called Robo advice and fintech disruptors has been at the forefront of the financial advice industry in recent times. Reputation and trust are crucial elements in a competitive market and cynical target customers.

A financial technology company sought the expertise of M&A in the lead up to its financial planning product launch.

M&A delivered highly impactful communication, building awareness amongst market participants, underscoring the company’s credentials as an intelligent choice for financial advisers – and a step change for the industry.

Our focus on the desired reputation elements created a nuanced and contrarian approach. The public position was backed by proactive media, creating a platform where ‘no nonsense’ answers to industry problems positioned our client in a leading manner.


A company spokesperson positioned strongly in an industry debate, leading to speaking engagements and guest columns, and carving a strong thought leadership niche, brand awareness and industry trust.

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