Financial Services & Fintech PR

5W Knows the Financial Industry

5W has a proven track record of ensuring that our financial client brands are as dynamic as the industry in which they operate. From building brands in the fintech space to working across PR for financial planning companies, wealth management, venture capital and private equity companies, PR for trading and banking companies, working in activist investing and proxy fights to capital markets, consumer finance, insurance and banking, we have delivered results in financial PR with a combination of market intelligence, strategic messaging and timing.

Notable client experience includes Webull, one of the largest trading platforms in the world, Payoneer, the digital payment platform empowering businesses around the world to grow globally, AvidXchange, the largest B2B payment network in the US, serving more than 5500 customers and 400,000 suppliers nationwide, Tradier, a provider of APIs for many of the leading trading platforms globally, and Splash Financial, a major player in the student loan refinancing space.

Our experience includes work in financial planning with market leaders like eMoney Transfer and Zogo, wealth and asset management, private credit and more. We work with communicating across PR and digital marketing for Venture Capital, Private Equity companies including

Standard General, Bluerun Ventures, P&G Ventures, Insight Partners and many more.

Trading PR experience includes work for Webull, TradeStation, Firstrade and others. We work in Market Analysis & Charting, crypto and blockchain and much more.

We know and understand financial public relations and financial digital marketing.

5W Knows Your Audience

5W PR counsels its clients on communicating to various audiences including investors, shareholders, regulators and the general public.

We develop key messaging for highly sensitive business matters for sophisticated audiences and break down complex issues for the everyday investor. The financial industry does not exist in a vacuum and in a global business environment, the interconnectedness of our clients business requires deep technical knowledge and media savvy.

The industry has experienced a massive change recently and our leadership in financial communications through a changing landscape has proven essential for our diverse array of financial services clients seeking to establish and build out their brands.

We are experts in:

• Corporate Communications
• Financial Tech PR
• Consumer Finance
• Financial Digital Marketing
• Activist Investor Campaigns
• Investor Relations
• Proxy Solicitation
• Regulatory Support
• Shareholder Communications

Experts in Fintech PR

5W Knows Fintech

No industry is facing greater technological disruption than the world of finance. From the automation of traditional banking services and investment tools, to the ability to create and transfer currency with the push of a button, Financial Technology ("FinTech") is changing the way individuals and businesses can secure, exchange, manage and lend money globally. With the explosive growth of FinTech comes one of the fiercest races between startup companies and a finance industry looking to adapt to changing consumer and business needs. 5W has long been at the forefront of FinTech communications having spearheaded strategic and creative campaigns for many of the industry's trailblazing companies to help define entirely new categories.

The Business of Fintech (B2B)

As an industry still working to build its reputation among regulatory bodies, lawmakers, investors and client partners, B2B FinTech companies turn to 5W to help create influence and lay the building blocks for the future. With leading B2B client experience including the largest B2B payment network in the US, AvidXChange, financial planning software, eMoney, and wealth management back-office technology provider Docupace, 5W develops corporate communications plans that generate powerful Tier 1 media exposure and ensure key executives, products, and company initiatives remain in the headlines for the right reasons.

The Battle for Consumer Loyalty (B2C)

Consumers can control just about every aspect of their finances from the phones in their pocket, without the need to ever step foot in a bank again. Much like customer loyalty defined the banking industry as we used to know it, 5W understands that building trust, credibility and retention goes hand-in-hand with online and mobile finance solutions today. Whether consumers are clicking for personal loans or mortgages, making mobile payments in a restaurant, comparing credit card products at home, or setting up low-fee savings accounts for a rainy day, 5W has helped fintech leaders such as top technical analysis provider, Stockcharts, leading BNPL platform, Sezzle, as well as PatientFi, Digits, and others share their services with millions of people worldwide.