AlphaRocket Logo

ALPHAROCKET
CREATIVE

Packaged solutions for immediate financial marketing needs

AlphaRocket Creative is a new service offering that helps financial firms address our changing world. It combines Deardorff’s decades of financial brand expertise with immediate creative problem-solving through carefully curated packages. If you have pressing marketing initiatives that would benefit from proven expertise, AlphaRocket Creative is here to help.

See our curated packages and contact us for fixed pricing at [email protected]

Presentations icon

Presentations

Do you need an impactful presentation in PowerPoint or Keynote? Choose between our design-only package or a more robust package that includes content creation.

STAGE I: Existing Presentation Redesign

  • Project briefing to confirm objectives and identify mandatories
  • Branded slide templates for 4 content types (content types to be selected with client input)
  • Design elevation (up to 15 slides), including creation of 3 signature infographics
  • 2 rounds of client review
  • Proofreading and editing

STAGE II: New Presentation Creation

  • Discovery interview to identify goals and discuss project parameters
  • Presentation content strategy and story creation
  • Branded slide templates for 6 content types (content types to be selected with client input)
  • Presentation design development (up to 20 slides), including signature graphic creation
  • Dynamic animation integration (up to 5 slides)
  • 2 rounds of client review
  • Proofreading and editing
Social Media icon

Social Media

Are you seeking a social media campaign, strategy or outsourcing partner? We’ll help you activate your content across LinkedIn, Twitter, Facebook and Instagram – at any level of service you desire.

STAGE I: Campaign Promotion

Ideal for organizations that want to promote an upcoming digital event, tease the release of proprietary research, engage on thought leadership or experiment with new creative approaches.

  • Social media audit
  • Integrated paid and organic campaign plan and editorial calendar
  • Post development (up to 10 posts)
  • Delivery of final post assets and captioning for launch

STAGE II: Strategic LinkedIn, Twitter, and Facebook Repositioning

Ideal for organizations that have an established social media presence and need to evolve it for the current market state and the latest moves of its competitors.

  • Social media audit and competitive review (3 competitors)
  • Strategic social media cross-platform plan for organic and paid reach
  • Social media profile writing and cover image design
  • Relaunch campaign development (up to 15 posts)
  • Brand templates for 3 content types from relaunch campaign

STAGE III: Social Media Outsourcing

Ideal for organizations needing expertise or resources in social media strategy, creative and/or analytical insights and seeking a partner to guide all social media marketing in alignment with broader firmwide marketing goals.

  • Social media audit and competitive review (3 competitors)
  • Strategic social media cross-platform plan for organic and paid reach
  • Social media account profile writing and design
  • Monthly editorial plan
  • Post development (up to 20 posts/month)
  • Ongoing content monitoring and engagement
  • Monthly analytics reporting
Insights & Perspectives icon

Insights & Perspectives

We’ll help you accelerate your critical insight initiatives with content, design and activation expertise.

STAGE I: Campaign Promotion

  • Project briefing and relevant background review
  • Subject matter expert(s) interview, including investment professionals
  • Content outline development and creative headline recommendation
  • Wireframing of supporting narrative data
  • Full paper copy development
  • 2 rounds of client review
  • Proofreading and editing

STAGE II: Digital and Print Design Concepting and Production

  • Design concepting, showing application to primary pages/sections/modules
  • Full design and layout
  • 2 rounds of client reviews
  • Proofreading and editing
  • Final delivery of all files and supporting assets

STAGE III: Integrated Insights Campaign Development and Activation

  • Project briefing, relevant background review and brand/style guide review
  • Subject matter expert(s) interview, including investment professionals, and narrative outline development
  • Story creation and creative headline development
  • Design concepting, showing visual articulation across digital, social, email and print
  • Creative development and final production of campaign components
  • 3 rounds of client reviews
  • Proofreading and editing
  • Final delivery of all files and supporting assets
Email & Digital Marketing icon

Email & Digital Marketing

Financial firms are working diligently to deliver critical content through email and digital channels. We will partner with you to develop digital communications that break through the clutter and advance your goals.

STAGE I: Digital Ad Campaign

  • Project briefing to identify marketing objectives
  • Brand/style guidelines review
  • Online ad campaign creative concept development
  • Ad production of 10 assets (animated and static ads) per media specifications
  • 2 rounds of client reviews
  • Final delivery of assets

STAGE II: HTML Campaign

  • Discovery interview to identify goals and discuss project parameters
  • Brand/style guidelines review
  • Campaign core design development
  • HTML copy, design and layout development (up to 3 HTMLs)
  • HTML programming
  • 2 rounds of client revisions
  • Final delivery of HTML files and supporting art assets
Outsourced Services icon

Outsourced Services

For organizations seeking new marketing perspectives for the times, or in need of coverage for unexpected or planned employee absences, AlphaRocket Creative offers outsourced services designed for growth.

  • Investor relations
  • Brand marketing
  • Thought leadership programs and research initiatives
  • Product launches
  • Digital experience development
  • Social media management
  • Media buying
  • Photo and video creation
  • Events and workshops
  • Training
Top 12 Agencies award logo

Designed by financial marketing specialists for the new gig economy.

AlphaRocket Creative was born of our financial clients’ pressing needs for greater flexibility, discrete marketing solutions and a quick boost to business. From these critical conversations, we developed a new framework for working with clients on singular marketing challenges – all underlined by our financial strengths, full-service capabilities and holistic brand approach.

Our new offering is powered by the same Deardorff team recognized as Financial’s Top 12 Agencies by Gramercy Institute, the largest global network for senior financial marketers. With a keen appreciation for the industry’s intricate solutions, strategies and regulatory environment, we solve complex business challenges.

Our experience spans a broad financial landscape.

Products

Products
  • MONEY MARKET FUNDS
  • MUTUAL FUNDS
  • EXCHANGE-TRADED FUNDS
  • MULTI-ASSET SOLUTIONS
  • SEPARATE ACCOUNTS
  • 529 COLLEGE SAVINGS PROGRAMS
  • VARIABLE INSURANCE TRUSTS
  • NON-TRADED REITS
  • DELAWARE STATUTORY TRUSTS
  • 1031 EXCHANGES
  • OPPORTUNITY ZONE FUNDS

Business Lines

Business Lines
  • ASSET MANAGEMENT
  • DEFINED CONTRIBUTION
  • DEFINED BENEFIT
  • PERSONAL RETIREMENT
  • WEALTH MANAGEMENT
  • FAMILY WEALTH
  • GLOBAL LIQUIDITY
  • INSURANCE
  • VENTURE CAPITAL
  • PRIVATE MARKETS
  • REAL ESTATE

Audiences

Audiences
  • INSTITUTIONAL INVESTORS
  • CORPORATE INVESTORS
  • RETAIL INVESTORS
  • RETIREMENT PLAN SPONSORS
  • RIAS
  • IBDS
  • WIRE HOUSES
  • INTERMEDIARIES
  • CONSULTANTS
  • WEALTH MANAGERS
  • HOME OFFICES

Investment Strategies

Investment Strategies
  • FACTOR INVESTING
  • SMART BETA
  • ACTIVE QUANT
  • ALTERNATIVES
  • CASH MANAGEMENT
  • TRADITIONAL

Put the force of AlphaRocket Creative behind your marketing and we’ll help you go places. To learn more, email us at [email protected]