UBS Headline

THE BRIEF

UBS, one of the world’s largest wealth management firms, recognized that having on-the-ground media relations experts was critical to the success of its campaign to increase brand awareness in five select local markets across the country. Brian Communications was chosen as the agency for the Philadelphia/South Jersey region and was tasked with positioning four financial advisors as thought leaders in a media market with only one dedicated personal finance writer. In just a few short months, Brian Communications was leading the five local markets in driving media coverage of UBS, successfully positioning all four financial advisors as subject matter experts while also highlighting national UBS content developed by its corporate research department. UBS financial advisors now lead in the Philadelphia/South Jersey market with more media placements related to wealth management topics than any of its competitors. And recognizing that quality media placements are more valuable than quantity, one financial advisor eliminated his long-standing advertorial commitments less than a year into our public relations program, believing earned media placements provide greater value to growing his line of business.

UBSHero

RESULTS

  • Developed and executed a creative media relations strategy that successfully impacts hyper-local newspapers despite the lack of personal finance writers
  • Media relations efforts have resulted in more than 128 million impressions, to date, with national placements on FoxBusiness.com, Bankrate.com, Main Street, Daily Finance, U.S. News and World Report and Financial Advisor IQ
  • Established strong relationships with each financial advisor, which continue today, as the agency works closely with UBS to identify opportunities that support its business goals and objectives