morrissey & co. integrated is a vehicle for our clients to coordinate their strategic
  communications through a central, creative hub of experience, talent and energy.

boston private bank & trust company
(print and radio advertising, collateral materials, public relations, annual reports and direct marketing)

"I wanted to let you know how much I appreciate the work and excellent results your team delivers for Boston Private Bank & Trust Company. The strategic communications counsel Morrissey & Company provides us - from advertising to public relations - are extremely beneficial for Boston Private. Since you joined us four years ago, your efforts have contributed to our outstanding growth."

Mark Thompson
Chief Executive Officer,
Boston Private Bank & Trust Company

Boston Private Bank & Trust faced the challenge of standing out in a city full of top-shelf financial services firms. As a provider of customized private banking and investment management services, Boston Private Bank & Trust knew its livelihood would depend on its reputation for superior services and returns among high net worth clientele. The bank retained Morrissey & Company to position it as an elite provider of accessible, responsive, and customized wealth management solutions. The agency’s program included:

Developing strategic positioning that carried a consistent, high-end messaging and “look and a feel” across advertising, direct marketing, public relations, sponsorship program, and sales.

Planning a consistent stream of newsworthy announcements to develop momentum for the bank in a competitive field.

And, securing significant media coverage in key publications such as The Boston Globe, Banker & Tradesman, American Banker and Investors Business Daily.

Positive recognition of Boston Private Bank & Trust’s services increased 10-fold thanks to the thorough and disciplined integrated marketing program designed by Morrissey & Company. The company enjoyed more than 100% growth in new client accounts and elevated top-of-mind awareness among key audiences. Efficient negotiations and smart budget planning by Morrissey & Company across all aspects of the plan radically improved the client’s ROI for marketing activities. The 2001 annual report produced by Morrissey & Company for the bank’s parent, Boston Private Financial Holdings (Nasdaq: BPFH), received a Communicators Award of Distinction in the Corporate Annual Report category.