--- title: 3 Tips for Successfully Marketing Financial Services description: There are three vital things to consider in marketing of financial services, according to Max Hilton, who recently spoke to 250 investors and managers. image: https://www.peregrinecommunications.com/hubfs/marketing-financial-services-tips-banner.png --- [![peregrine-communications-logo](https://www.peregrinecommunications.com/hs-fs/hubfs/site/img/peregrine-communications-logo.png?width=236&name=peregrine-communications-logo.png)![Peregrine Communications Logo](https://www.peregrinecommunications.com/hubfs/site/img/peregrine-communications-logo.svg)](https://www.peregrinecommunications.com) #### Connect with us - - - - - [ Back ](https://www.peregrinecommunications.com/insights) # 3 Tips for Successfully Marketing Financial Services [Insights](https://www.peregrinecommunications.com/insights) | 2 minute read ### Similar Content - [ Middle Market Private Credit Has Entered Its Reputation Era ](https://www.peregrinecommunications.com/insights/middle-market-private-credit-has-entered-its-reputation-era) - [ Personalization in the Age of AI ](https://www.peregrinecommunications.com/insights/personalization-in-the-age-of-ai) - [ The Attention Advantage ](https://www.peregrinecommunications.com/insights/asset-management-marketing-how-positioning-drives-performance) - [ Hedge Funds Must Win the Narrative in 2026 ](https://www.peregrinecommunications.com/insights/hedge-funds-must-win-the-narrative-in-2026) - [ When Machines Mediate Reputation ](https://www.peregrinecommunications.com/insights/when-machines-mediate-reputation) ![marketing of financial services banner image](https://www.peregrinecommunications.com/hubfs/marketing-financial-services-tips-banner.png) There are three vital things to consider in promoting an investment fund, according to Max Hilton, Director of Peregrine USA, who recently spoke to 250 investors and managers at Marcum LLP, a leading accounting and advisory firm serving alternative investment firms. > Investors certainly crave performance, but they also demand transparency and consistent manager communication ![marketing financial services max hilton panel](https://www.peregrinecommunications.com/hs-fs/hubfs/marketing-financial-services-max-hilton-panel.jpg?width=1162&name=marketing-financial-services-max-hilton-panel.jpg) Investors certainly crave performance, but they also demand transparency and consistent manager communication, Hilton said. He added that even with top performance a manager needs to communicate effectively to stand out from peers who may also be posting strong investment returns. Hilton focused on three things that managers need to get right. ## 1. Messaging ![marketing financial services messaging](https://www.peregrinecommunications.com/hs-fs/hubfs/marketing-financial-services-messaging.png?width=1653&name=marketing-financial-services-messaging.png) The first step to marketing a fund in a persuasive and accessible way is via a thorough messaging process designed to extract and identify a firm’s DNA and ‘edge’. This then provides a platform and a structure for communicating with, and attracting, investors. Hilton argued that funds need to focus on the three Ps: pedigree, process, and presentation. > Funds need to focus on the three Ps: pedigree, process, and presentation. The result is a memorable and distinctive corporate narrative translated through all marketing material and packaged into a thought leadership series. Brands build advocacy with investors through strong messaging and use performance as a corroborator rather than the sole USP. ## 2. Distribution ![marketing financial services distribution](https://www.peregrinecommunications.com/hs-fs/hubfs/marketing-financial-services-distribution.png?width=1653&name=marketing-financial-services-distribution.png) Getting attention for a brand requires the right distribution. Here the focus is on using the key marketing channels: website, direct email, private and third-party events, targeted press and the relevant digital outlets. Creating digital assets (Google+, LinkedIn, Facebook, Twitter) provides powerful distribution channels. Hilton urged funds to view their Google presence as an evolving online ‘corporate brochure’ since every modern-day investor begins by Googling a firm’s name. ## 3. Measurement ![marketing financial services measurement](https://www.peregrinecommunications.com/hs-fs/hubfs/marketing-financial-services-Measurement.png?width=1653&name=marketing-financial-services-Measurement.png) > Using digital assets and populating them with thought leadership not only attracts visitors but allows a fund to better understand its investor audience. The third element in successful fund marketing is measuring outcomes. Audience engagement, Hilton noted, can be measured with analytics and proprietary lead generation software. Using digital assets and populating them with thought leadership not only attracts visitors but allows a fund to better understand its investor audience. Digital engagement and posting educational content can push up a firm’s name in Google’s search rankings. With a concerted, proactive campaign a fund manager can own its Google page 1 presence and take control of its brand story. Fund managers who do all three things well will build a sustainable advantage with investors.  Marketing funds successfully will help strong investment performance deliver tangible business rewards for both new and established fund firms over time. - - - - - [mailto:?subject=Check%20out%20https://www.peregrinecommunications.com/insights/marketing-financial-services&utm_medium=social&utm_source=email%20&body=Check%20out%20https://www.peregrinecommunications.com/insights/marketing-financial-services&utm_medium=social&utm_source=email](mailto:?subject=Check%20out%20https://www.peregrinecommunications.com/insights/marketing-financial-services&utm_medium=social&utm_source=email%20&body=Check%20out%20https://www.peregrinecommunications.com/insights/marketing-financial-services&utm_medium=social&utm_source=email) #### [Previous What Dalio's Principles Suggest for Fund Marketing and Investing](https://www.peregrinecommunications.com/insights/dalios-principles-fund-marketing) #### [Next 10 Step Guide to Increasing Your Social Media Following](https://www.peregrinecommunications.com/insights/build-social-media-following) ### Similar Content [![Peregrine Communications Logo](https://www.peregrinecommunications.com/hubfs/site/img/peregrine-communications-logo.svg)](https://www.peregrinecommunications.com) ### [Peregrine London](https://www.peregrinecommunications.com/contact) +44 20 3178 6868 19-20 Great Sutton St London EC1V 0DR [ Google Maps >](https://goo.gl/maps/m3fePHEmAwu) ### [Peregrine New York](https://www.peregrinecommunications.com/contact) +1 917 970 8842 The Chrysler Building New York NY 10174 [ Google Maps >](https://maps.app.goo.gl/EsyoGL34ZQCm6Vmw8) ### [Peregrine Los Angeles](https://www.peregrinecommunications.com/contact) +1 347 860 8194 3400 Riverside Drive Burbank, 91505 [ Google Maps >](https://maps.app.goo.gl/EvpsisYazURcqZAn9) #### Connect with us - - - - - Use of this website constitutes acceptance of the [Privacy Policies](https://www.peregrinecommunications.com/privacy-policies), [Terms and Conditions](https://www.peregrinecommunications.com/terms-and-conditions) and [Cookies Policy](https://www.peregrinecommunications.com/cookies-policy). © 2026 Peregrine Communications. 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