Best-In-Class Integrated Communications for a Growing Community Bank

A well-established community bank engaged with Financial Profiles (FP) to conduct a comprehensive audit of its communications practices and develop recommendations for enhancing communications with key stakeholder groups to drive growth. FP was further engaged to execute on those recommendations through an integrated IR/PR communications plan. 

• Executed a robust audit of communications activities and perceptions across Wall Street investors/analysts, Board members, executives, employees, customers and the media. 
• Revamped IR messaging and communications materials – earnings release, script and supplemental presentation, ESG report, IR website, and proxy – and introduced annual letter to clearly define strategy, growth initiatives and differentiated relationship-banking model.
• Created shareholder engagement presentation and protocol for passive investors.
• Conducted follow-up perception study with sell-side analysts to solicit feedback on messaging and identify opportunities to further improve communication with the market as part of ongoing process.
• Developed and executed a PR strategy to build company and executive profiles in the media through thought leadership, earned media, awards, and social platforms.
• Conducted media training for key senior leaders.
• Served as strategic counsel and draft original IR and PR content for social media channels.