What We Do and Why We Do It

When asked what we do, the real answer is that we bring our many years of traditional marketing experience to bear on the business problems of financial services firms—whatever those may be.

Our clients tell us that answer is too vague, overly wordy and doesn’t really convey all the expertise we offer.

In short, SwanDog helps financial services firms (distributors and manufacturers):

  • Develop their marketing and distribution strategy
  • Enhance and sharpen their thinking about marketing and sales
  • Develop  marketing capabilities
  • Energize and challenge their marketers
  • Align sales and marketing activities
  • Execute marketing and strategic plans with appropriate tactical elements

At SwanDog, we believe the financial services space is underserved by marketing. With the industry rapidly maturing, the time for classic marketing is now or never. We’ve assembled a team of “practitioners” to tackle your problems head on. With an average of 25+ years in the financial services space, our partners are prepared to help you with everything from developing your marketing thinking and brand strategy to building “consumer-styled” marketing organizations. We even go one step further, providing training and development of your team through our unique Marketing Fuel™ workshop.

We choose to work with a small number of firms at a time so that we can come to know our clients intimately. That’s because we don’t believe there is a one-size-fits-all solution, in spite of the commodity nature of our business. Rather, it’s our belief that your firm is what it is and it’s our job to help you recognize your point of difference and emphasize that to your customers.