Ext. Marketing Inc. Pitch Book

Projects and Services 2011

Ext. Marketing Inc.

About Ext. Marketing

We are a full-service marketing firm focused on the

financial services sector:

Sector experience includes: banks, mutual fund and insurance

companies, investment dealers, discretionary money

management firms, and other financial institutions

Marketing experience includes: advisor-based, direct-to-client,

institutional, and high-net-worth marketing

“Make us an Ext. of your team.”

2 Confidential & Proprietary

Services

Marketing Strategy

Design

Research, Copy

Writing & Translation

Websites & Email

Campaigns

Social Media

Key Messaging &

Brand Development

Project Management

3 Confidential & Proprietary

Marketing & communications strategies

Includes:

-Development of key messages and positioning statements based on

target audiences

-Creation of key marketing materials (i.e., brochures, fact sheets, sales

tools, etc.)

-Webinars/podcasts

-Website development or re-organization

-Implementation of email campaign technology and flexible email

templates

4 Confidential & Proprietary

Rebranding strategies

Full company rebrands including key message development, logos, taglines, and supporting marketing materials (e.g.,

websites, case studies, brochures, office signage, etc.)

5 Confidential & Proprietary

Broker-based marketing programs

& campaigns

May include:

-Development of “theme”-based campaigns designed

to engage advisor audience

-Components may include:

-Advisor surveys/polls

-Advisor presentations (CE credit worthy)

-Client seminars & tools (presentation,

invitations, interactive tools, etc.)

-Case studies

-Email campaigns

-Advertisements

-Websites/microsites (with video)

6 Confidential & Proprietary

Product launches

-Development of materials to support launch of new products

-Design and copywriting of all materials including brochures, post-

cards, and websites

- Translation available

7 Confidential & Proprietary

Sales presentations

-Development of a wholesaler-to-advisor presentations

-Creation of supporting tools such as a best practices

guides, checklists, etc.

8 Confidential & Proprietary

Email campaigns

-Implementation of cost-effective, easy-to-use email campaign tools for client and/or advisor

communications

- Includes email template designs, tool configuration, and reporting

9 Confidential & Proprietary

Newsletters

Writing and design newsletters for clients in the insurance and financial services sectors covering all-possible

topics of interest

10 Confidential & Proprietary

Commentaries, fact sheets & MRFPs

Assistance with mundane, but mandatory, tasks like the development of Point of Sale Fund Facts sheets,

monthly/quarterly fact sheets, market commentaries and/or MRFPs

11 Confidential & Proprietary

Other materials

Creating (i.e., writing, editing, design, translation, print, etc.) cutting-edge product-positioning pieces that get

peoples’ attention and increase sales

12 Confidential & Proprietary

Contact us

Contact Ext. Marketing Inc. today to make us an

Extension of your team or to learn more at:

2 St. Clair Avenue East

Suite 1204

Toronto, ON, M4T 2T5

T: 416.925.1700

F: 416.924.6986

E: [email protected]

13 Confidential & Proprietary