SUCCESS STORY
BlueShore Financial
CLIENT DESCRIPTION: Founded in 1941, BlueShore Financial is a boutique financial institution providing a full range of personal and business banking, wealth management, insurance and commercial lending solutions.
BlueShore Financial manages $7.4 billion in assets under administration and is consistently ranked among the top 10 financial planning firms in Metro Vancouver. BlueShore Financial is an Imagine Canada Caring Company, contributing at least 1% of pre-tax profits annually to charities and not-for-profit organizations within the communities it serves. BlueShore Financial is the operating name of BlueShore Financial Credit Union.
Challenge
- Build brand awareness and business growth among HNWIs
- Secure quality media placements in target tier 1 and trade media outlets
- Maintain confidence and trust as a priority to support reputation management and lead gen efforts
Goals
- Build brand credibility and recognition for BlueShore as a full-service FI
- Position BlueShore and its financial advisors as industry thought leaders with a greater focus on new client acquisition (HNWIs) and micro businesses
Strategies
Media relations program (PR)
Position BlueShore as a corporate thought leader and demonstrate advisors’ sophisticated financial expertise in Tier one media in Canada. Magnolia worked with BlueShore’s Marketing and Communications team to gain insights from BlueShore advisors on topics most relevant to their clients, and ensure spokespeople were prepared to share timely advice on these topics in interviews. Magnolia also took a methodical approach to media relation by creating a year-long PR roadmap to strategically plan a “rolling thunder’’ effect within the media. Magnolia created an extensive media list including new contacts that covered small businesses, stocks, financial literacy, markets, the dollar (currencies), and more. Magnolia used a multi-pronged approach and pivoted media outreach strategies by connecting with journalists through social media outreach (Twitter/LinkedIn) in addition to emails/phone calls to get the attention of journalists who were working from home during the pandemic.
Media Training
At Magnolia, we understand the importance of effective communication in today’s dynamic media landscape. Our tailored media training programs equipped BlueShore with the skills and confidence to navigate interviews, press conferences, and public appearances with finesse.
Daily Markets Commentary
Our team of analysts provides timely insights and expert commentary on the latest market trends, economic indicators, and investment opportunities that kept BlueShore informed, empowered, and ready to make confident financial decisions.
Results
$325,000
Ad Value Equivalency
285+
# of Placements
~168,000,000
Audience Reach
"Working with Magnolia, we’ve learned to truly value what a PR agency can accomplish for our business objectives. They work proactively with our team on a daily basis by developing independent and creative story ideas for us and coordinating new media opportunities for us. The team is a seamless extension of our communications team, consistently dedicated to positioning our company as a leading financial services provider."
Dedicated Media Partner for the Payments Industry
Founded in Vancouver, British Columbia, Canada, Magnolia is a boutique public relations firm and marketing agency with a specialized focus in the payments industry. Our mission is to help B2B clients achieve their goals and tap into new audiences. Connect with our team to find out how we can assist in growing your business.