Woodfield Capital

While many financial services providers began the 21st century by consolidating or reducing their service offerings, some entrepreneurs within the industry recognized that enterprises requiring infrastructure investment would face a shortage of capital. Woodfield Capital sought to position itself as a provider of corporate lending products and services in the highly competitive institutional services market. As a new company in an emerging market, Woodfield Capital asked Morrissey & Company to help it establish and validate its reputation as credible and trustworthy financier. Morrissey & Company designed an aggressive approach to implement an internal and external communications program that included:

• Educating the media about the market dynamics behind the emerging need for new corporate infrastructure financing
• Positioning Woodfield Capital executives as experts in the field and define the fledgling company’s market differentiation
• And, developing corporate story and marketing materials, including print and online collateral, that stimulated a sense of trust and credibility among key influencers

Morrissey & Company’s work helped launch the new venture successfully and secured coverage in numerous, well-positioned vertical regional and national outlets media including BusinessWeek and American Banker.

Boston Private Bank & Trust

Boston Private Bank & Trust faced 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.

For more information about Morrissey & Company’s work in this field, please contact Vice President
Scott Emberley at 617.523.4141 or scott@morrisseyco.com