Kellen Financial Services is a strategic marketing communications and branding consultancy with deep experience in the financial services industry.
Our team of professionals have a proven track record developing marketing communication strategies that raise awareness, reinforce brands, position our clients as trusted industry experts and, ultimately, drive growth.
To every client engagement, we bring a unique combination of financial industry expertise, established, long-term relationships with key influencers and media, and a track record of helping both large and small financial institutions build their business.
Our Communications Services
From asset and wealth managers, Registered Investment Advisors [RIAs] and brokerage firms to mutual & hedge funds, banks, private equity and FinTech providers, few firms can match Kellen’s depth and breadth of financial services expertise.
Our team includes former senior Wall Street executives with actual working experience in portfolio management, trading and investment products development. As a result, we understand the challenges and opportunities within each segment of the market.
At Kellen, we’re committed to helping our clients achieve success, whether it’s to strengthen a reputation, attract & retain new clients and assets, advance public policy, manage a crisis or engage and influence key stakeholders.
Kellen Financial Services is a division of Kellen Company, a full-service marketing communications agency serving leading corporations, brands, trade associations and professional societies, worldwide.
Our range of services includes:
- Public Relations/Public Affairs
- Branding & Digital Marketing
- Media & Communications Training
- Video Production
- Creative Services
- Marketing Communications
Offices: New York, Chicago, Atlanta, Washington DC, Denver, Kansas City, Brussels, Beijing
Every Kellen program includes a critical, analytical review of program metrics vs. objectives. Our clients always know the exact return on their investment.
We draw upon our depth of industry expertise, multi-disciplinary experience and leverage our wide-ranging network of relationships with key influencers and media to empower our clients with effective communication strategies that enable them to attain three key strategic goals.
STRATEGIC COMMUNICATION COUNSEL
We understand the importance of getting your message across the first time, every time. We leverage our financial services industry expertise and knowledge of the media to prepare our clients for any communication interaction, such as media interviews, crisis management and client/stakeholders presentations. Our coaching sessions are designed to help our clients deliver audience-relevant messages and tell their story in a clear, concise manner.
A one-minute video is worth 1.8 million words. Video generates awareness, captures attention and establishes a bond with target audiences. From strategy to sound bites script production, we help our clients deliver their message to their core audiences, with whiteboard and infographics videos, corporate videos and videos for integrated social media campaigns.
SOCIAL MEDIA MANAGEMENT
We help our clients build a community of brand evangelists through our channel-agnostic social media communications strategies.
Your audiences rely on news media for objective editorial coverage they can trust. We leverage our deep knowledge and connections in the media space to position our clients as trusted expert sources and help them tell stories that engage and motivate audiences and engender media results that build credibility and brand recognition.
We partner with our financial services clients to create experiences and connect with their key audiences. We help them create impactful campaigns for which we manage multichannel distribution, write content and monitor and manage audiences’ engagement. Our capabilities include digital marketing and web design, content development and management, search marketing, integrated campaigns, messaging architecture, and email/mobile/social marketing.
OUR COLLECTIVE CLIENT EXPERIENCE
Executive Vice President, Communication | New York
Greg is a member of the Executive Committee and an award-winning marketing and communications executive with 25+ years of experience developing strategic, integrated campaigns for many leading worldwide brands.
Greg oversees Kellen’s team of 70+ Communications professionals, including Public Relations, Digital Marketing, Creative and Web Development, across the company, both in the United States and International.
Greg has deep Financial and Professional Services experience, having represented many leading worldwide brands.
Senior Director Financial Services I New York
Claudio leads Kellen’s Financial Services Division. He is a leading communications strategist with comprehensive experience in providing C-suite executives at premier global and domestic financial services organizations with strategic marketing communications counsel.
Claudio also possesses 20+ years of experience working in the global financial services industry, as portfolio manager, currency & fixed income trader and developer of investment products.
Claudio writes a monthly blog for the Financial Planning Association’s Practice Management blog. His articles and interviews on strategic marketing communications are featured in leading financial trade media publications in the U.S. and overseas
Director Digital Strategy I Washington, D.C.
Olya is a strategic engagement specialist with a unique blend of digital and experiential marketing experience.
She has led digital marketing efforts, overseen media planning and buying strategies and successfully managed reputation and branding campaigns for leading global brands, such as Mercedes Benz, Audi, Valentino, Moët & Hennessey.
Senior Account Supervisor | New York
Kyle Kuhnel possesses nearly two decades of public relations experience implementing strategic communications campaigns for some of the nation’s leading and emerging brands in the financial services and technology industries.
With a deep understanding of media relations and brand development, Kyle’s expertise is analyzing a client’s business to develop strategies that uncover a clear, compelling narrative that resonates with key stakeholders and leading media.