Skills Acquired
Communication Strategy:
- Market and stakeholders analysis, as to better address the communication and PR in the financial sector;
- Corporate identity and bank-related branding;
- Ability to appraise a company’s operations in accordance with the ESG principles (Environment, Society and Governance);
- Education in Corporate Social Responsibility in the financial sector;
- Documents review: Communication Plan, Social Report, Integrated Report, Event Plan;
- Knowledge of the main internal and external communication tool (from the Corporate Intranet to the Online Banking);
Sector Knowledge:
- in-depth knowledge of the financial advisory system;
- analysis of main financial products (funds, sicavs, etf, certificates, shares), pension products (class I and III policies) and banking products;
- analysis of rates and sustainability classes;
- portfolio management; analysis and management of the risk/return ratio in the financial market;
- main documentation for current accounts, investments and financing;
- compliance, MIFID II, IVASS, PS2D
Ethical Claims:
the Tone of voice according to the ESG Standards.
An example from IShares by BlackRock, Inc.
BlackRock "highlights" - or rather it shows its openness to sustainability in this Claim as a common need in society to be dealt with clarity. People have expressed a need for understanding, and consequently more education, toward the language of the financial, banking and investment industry.
Highlighting your values is important to show who you are. Likewise, one should understand the values and needs of the communities, in order to create relationships with stakeholders that are based on trust. To be specified:
the financial market is companies and individuals. These communicate with each other through questions and answers according to ethical principles - aimed at respecting the environment, society and labor. Interrupting this flow of communication can represent a reputational risk for companies in the sector.
Would you ever refuse to answer a request for clarification from someone who wants to get closer to your world and considers you to be their guide? BlackRock responds by stimulating the connection and leaving one more lesson: respect for the planet, through clearly explained sustainable investments.
Infografica e Branding in the Fintech Sector
Adamus Capital Consulting LTD communication project
for the launch of the “ 10 e lode” product.
The company Adamus Capital Consulting LTD belongs to the Fintech sector, operating mainly in the cryptocurrencies market. As a communication consultant and designer, I was hired to create infographics and brochures as a presentation of the company's new Corporate Bond.
REFERENCE STAKEHOLDERS: financial advisors and, subsequently, clients with medium/high risk portfolios interested in new trends, especially innovative fintech products and digital currencies.
The project started with the study of the Corporate Bond at financial level, and of all its characteristics, in order to identify the key points for the reference stakeholders - the study of the financial product as a brand and research of the unique selling proposition (USP). In particular: analysis of the risk/return profile; analysis of the traditional market (EUR - USD) / BTC last 5Y; analysis of the detail of expenses/commissions; analysis of the coupon and rates of return of the product.
Cover (draft)
about the company
Afterwards, by looking at the value drivers that represented the company identity, the project shifted towards a more transparent approach, in accordance with the ESG standards.
The brochure retains a flexible format. It is adaptable to the needs of Financial Advisors and their clients by easily removing some elements not relevant to their purposes.
Financial Education
Interview with Maurizio Liuti - Marketing Director of CRIF Spa - focused on the "Faccio Tesoro" project.
This project represents a new communication format, which is conceived to finally satisfy the needs and curiosity of people towards the themes of credit and management of their finances.
Not only a format, "FaccioTesoro" represents for CRIF Spa a real Brand.
CRIF Academy
The Course "Ho to Communicate the Sustainability in the Banking sector"
Banking plays a strategic role in the dissemination of ESG values, given its significant presence in the economic and social fabric. As a matter of fact, it extracts economic value from the design of product/service offerings that aim to meet the expectations - if not the need - of consumers and businesses for sustainability today. Therefore, it has the crucial role of transmitting ethical values to its stakeholders in a clear and transparent way, by proving to be the “spokesman of sustainability” through ad-hoc strategies.
