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Financial Services & Accounting

Solutions for financial services and accounting firms

Your clients look to you for innovative solutions and expert advice.   They also look to you for security.  They expect a sophisticated and savvy presence that provides assurance that you are managing their portfolios with both vision and safekeeping.   Firmseek has worked with top-tiered financial services and accounting firms such as Cordia Bancorp, CordiaGrad, and Shepard Schwartz & Harris to help them highlight experience, project the right image to potential clients, and develop key project management tools to keep existing clients confident and on track.

We have a unique understanding of what potential clients want and expect from their financial service providers, and we bring a unique perspective that translates into user-friendly, client-focused marketing and technology solutions.

A focus on branding and identity

Firmseek's experience acting as online strategists and consultants for over 15 years provides us with a unique and fresh perspective when it comes to branding and identity strategy for financial services and accounting firms.  We can help your company create a message and image that resonates with clients and sets you apart from the rest of the pack.

A focus on experience management

Being able to highlight your firm's experience in a powerful way on your website can convince potential clients that you have what it takes to earn their trust and their business.  With Firmseek's Experience Database, harness your breadth of experience into a user-friendly, searchable repository that can be used for targeted marketing and showcasing the company's strengths.  And the icing on the cake: use our Experience Database within your organization to identify individuals with specific skills to create a winning team for every project.

A focus on targeted marketing efforts

With many companies in the financial services and accounting markets today, clients are consistently looking for highly targeted information when deciding which companies to hire. Firmseek services are designed with that guiding principle in mind.  We help our clients avoid the one-message-fits-all problem with options such as interactive experience maps, customized mini sites, blogs, and extensive cross-referencing of content for websites.  In addition, we offer custom designed, automated brochures and print materials for different offices and issue areas, which can be edited using the Print Pilot.

A focus on proposals and dynamic print materials

The intense competition in the financial services world means that you need to make sure you are using every tool available to impress potential clients. Use the Firmseek Print Pilot to draw information from your website for pitches and proposals in a polished, custom-designed PDF format.  Not only will your proposals look better than ever, but you'll find that it's almost effortless to create documents incorporating up-to-the-minute information about your areas of expertise.

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