Ext. Marketing Inc.\'s Service Offerings 2011

1. Projects and Services 2011
Ext. Marketing Inc.

2. 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

3. Services
Design
Research,
Project Copy
Management Writing &
Translation
Marketing
Strategy
Key
Websites &
Messaging &
Email
Brand
Campaigns
Development
Social Media
3 Confidential & Proprietary

4. 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

5. 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

6. 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

7. 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

8. Sales presentations
-Development of a wholesaler-to-advisor presentations
-Creation of supporting tools such as a best practices
guides, checklists, etc.
8 Confidential & Proprietary

9. 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

10. Newsletters
Writing and design newsletters for clients in the insurance and financial services sectors covering all-possible
topics of interest
10 Confidential & Proprietary

11. 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

12. 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

13. 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: info@ext-marketing.com
13 Confidential & Proprietary