Attract clients. Build trust. Secure success.
We help top financial services brands tell their stories. Our strategic communications, content, and digital marketing solutions attract clients, build trust, and ensure sustained growth. Compliant. Safe. Secure.
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When top financial brands like JPMorgan Chase, Nasdaq, Deloitte, and Coinbase need to tell their stories, they turn to Prose. Based in NYC, at the heart of the global financial industry, we specialize in crafting content and thought leadership that builds trust and attracts clients. Our expertise in creating compelling collateral and managing PR and IR ensures your brand stands out in a competitive market.
We understand that in the financial sector, trust, compliance, and confidentiality are paramount. That’s why we provide secure, tailored marketing solutions designed to meet your unique needs. From strategic communications to digital marketing, we help financial services and fintech companies achieve sustained growth and deep client engagement.
Finance isn't one-size-fits-all. Under one roof, we serve 10 different sub-sectors of finance with customized strategies. Explore our dedicated FAQ sections for insights and tips for each sub-sector.
Ready for results? Contact us to see case studies from our work with top financial firms.
Financial writer and content strategist (25+ years)
Ex-Morgan Stanley (VP, Digital Marketing, Wealth Mgmt)
Ex-TIAA (9 years; Content & Thought Leadership; Corp Comms)
Ex-S&P Global Ratings (Senior Financial Writer)
Ex-Bloomberg (9 years; financial reporter)
Clients include T. Rowe Price, Prudential, Equitable, Morgan Stanley, American Century Investments, Synapse
Topic specialties include B2B finance, wealth management, fintech, and retirement
FINRA licenses: Series 24 and Series 7
Financial PR & communications leader (25+ years)
Ex-Fidelity (18 years; VP / Director of Corporate Comms; and Sr. Director, Media Relations)
Ex-UBS (5 years; Corporate Comms Manager)
Ex-Instinet Group (VP, Media Relations)
Specializes in strategic corporate and exec comms, with a focus on brand reputation management, crisis comms, and media relations
Example ROI: 2x media mentions and engagement scores while improving comms effectiveness 3x through media monitoring and analytics
Financial writer and content strategist (20+ years)
Clients include JPMorgan Chase, Goldman Sachs, Fidelity Investments, Janus Henderson, AIG, Citigroup, Franklin Templeton, Northern Trust, Alliance Capital, and the Journal of Financial Planning
Previous roles at Citi, Chase, AB Bernstein, Bear Stearns: marketing, writing, investment banking, buy- and sell-side equity research
Deep expertise in financial markets, investments, and FINRA regulations
FINRA licenses: Series 6, 7 and 63
MBA, Finance (NYU Stern)
B2B marketing leader for financial services (15+ years)
Ex-Goldman Sachs (5 years; Global Head of Marketing, Equity Electronic Trading)
Ex-Bloomberg (8 years; Global Head of Marketing, Tradebook)
Ex-Blockchain.com (Head of Institutional Marketing)
Specializes in GTM, branding, content, partnerships, events, PR, IR, lead gen, sales enablement
MBAs from Columbia Business School and London Business School
Financial PR director and writer (35+ years)
Ex-Edelman (10 years; Senior Director, Corporate Reputation / Financial)
- Led Edelman's financial services practice in the UK
Ex-Financial News (5+ years; Editor)
Ex-BBC (12 years; Producer and Editor)
Specializes in financial content writing; corporate reputation counsel, comms strategy, messaging
Financial marketing, communications, and content strategist (10+ years)
Ex-BlackRock (VP, Marketing)
Ex-SoFi (Product Marketing Manager)
Ex-NerdWallet (Content Strategist)
Senior financial copywriter (25+ years); deep experience in investment markets
Ex-Octopus (5 years; Head of Content)
Ex-JPMorgan Asset Mgmt (Sr Investment Writer)
Ex-Legg Mason (Head of Product Marketing)
Ex-Janus Henderson Investors (4 years; Marketing Copywriter)
Clients include JPMorgan, Franklin Templeton, Manulife, PGIM (Prudential Global Investment Mgmt), Columbia Threadneedle, RLAM Asset Mgmt, McCann
Published in The Financial Times, Money Marketing, Professional Pensions, Financial Adviser, Citywire, Investment Adviser, What Investment
Social media and content marketing consultant for financial brands (10+ years)
Ex-BNY Mellon (VP, Global Social Media and Content Lead)
Clients include TD Ameritrade, Vanguard, and other top finserv brands; previous role at Bloomberg Businessweek
Specializes in social media strategy, content distribution, driving web traffic, engagement building, lead gen, social sales programs
CPA, writer, and senior finance exec (40+ years)
Content management consultant, Wolters Kluwer Tax & Accounting
Ex-CPA Journal [NYSSCPA] (Editor-in-Chief)
Ex-CLA [CliftonLarsonAllen] (Director, Nat'l Assurance Services)
Ex-USI Insurance (Asst. Corp Controller)
Ex-RSM (Partner)
Ex-PwC (Director, SEC Services)
CPA licensed in NY and NC; subject matter expertise includes US GAAP, M&A, SEC and PCAOB reporting, and compliance
Clients include AICPA, Thomson Reuters, Compliance Week, LegalZoom Tax, LeaseCrunch, ADP
Finance writer, journalist, and SEO strategist (10+ years)
Regular contributor to CBS MoneyWatch, U.S. News & World Report, USA Today [Advisory Board Member], Investopedia
Bylines in hundreds of business outlets, including:
WSJ (Buy Side), MSN Money, Fox Money, Newsweek Vault, Forbes, Bankrate, The Balance, NextAdvisor, SuperMoney, The Simple Dollar, Biz2Credit, CommonBond
Specializes in personal finance topics such as mortgages, loans, credit cards, investment accounts, insurance, budgeting
Senior finance copywriter and editor (25+ years)
Ex-Morgan Stanley (Lead Editor, Digital Content)
Ex-Investopedia (Editor)
Led content marketing teams at Chase Bank, American Express, New York Life, Travelers
Google Ads expert for financial services brands
Ex-Google: 20+ years as a performance marketer (until April '24), including 4+ years on the Financial Services team
- Managed Google Ads campaigns for clients such as Liberty Mutual, Travelers, Amica, The Hartford, AIG Insurance, Everquote, CreditCards.com, Bankrate
Expert in AI-driven ad solutions, including smart bidding to optimize ROAS
Also specializes in performance automation, ad optimization, data analysis, forecasting, programmatic ads, geo-targeting
Our finserv expertise = your edge
Based in Manhattan, we’ve been a trusted partner for top global finance brands since 2012. From banks to fintech, our deep industry knowledge turns complex challenges into strategic successes. Our knowledge allows us to ramp up quickly, so we're ready to go from Day 1.
Top 1% finance talent, handpicked
Our team comprises the elite of finance marketing. With FINRA- and CFA-certified experts, skilled financial writers, innovative marketers, traders, and investors, we deliver unmatched expertise and passion that seamlessly integrates with your team.
Confidentiality, compliance, trust
We regularly work on confidential projects for top global finserv teams. We navigate the regulatory landscape with precision, ensuring all strategies are compliant and secure. Your confidential information is protected with the utmost care and professionalism.
Content and PR: they're in our name
We transform complex financial concepts into compelling narratives. Our content marketing clarifies and engages, while our PR services enhance your brand's visibility and credibility. Focused on genuine thought leadership and strong media ties, we always put you first.
Integrated marketing, winning results
Our integrated marketing approach covers all bases under one roof. From SEO and PPC to content marketing and social media, we create cohesive strategies that enhance your digital presence and optimize your ROI. Let us make your brand stand out across every key channel.
Unparalleled client support
1k clients can't be wrong. We are committed to providing fast, friendly, and professional service. In every interaction, we ensure seamless collaboration and are dedicated to your success. Bespoke service by people who care.
For the past 20 years, I’ve called New York City my home. Living in lower Manhattan, near the heart of the world’s financial capital, has shaped my own passion for the finance sector as well as the culture at Prose. (Confession: as an avid investor (over-trader?) myself, you’ll often find CNBC playing in the background, with tabs open to SeekingAlpha, TipRanks, and FT on my screen.)
My own journey of merging brand narratives and finance began during my time at Columbia, where I earned a Master’s in Nonfiction Writing while cross-registering for classes at the B school. This untraditional mix of creative storytelling and analytical strategy laid the foundation for Prose—an agency dedicated to delivering custom comms, marketing, and staffing solutions for the financial industry.
Since 2012, we’ve had the privilege of partnering with a broad portfolio of financial services clients. We understand the intricacies of the industry—whether it’s navigating regulations, enhancing brand visibility, or building client trust—and our solutions are built to tackle those challenges head-on.
Over the years, from Wall Street and beyond, we’ve curated a robust network of seasoned financial writers, marketers, and PR experts, each with deep experience in the field. We can’t wait to introduce them to you—as we work together to articulate your vision, strengthen your reputation, and help you stand out in an increasingly competitive landscape.
Thank you for considering Prose as your partner. We’re excited to collaborate and contribute to your continued growth and success.
— Justin Belmont and the Prose team
Ready to invest in growth?
Let's plan for success...
Ready to invest in growth?
Let's plan for success...
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