We create well-thought-out financial marketing
tools that will sharpen your organization’s identity,
attract fresh opportunities and expand your
Who We Are Focus
JLI has been focused on creating effective marketing
communication tools for the financial community for
Jeffrey Leder Inc. is defined by a unique combination over twenty-five years. We have helped a wide spectrum
of clients achieve their goals.
of financial marketing focus, experience and
knowledge. This combination delivers many clear Experience
advantages to our clients. The upshot of JLI's long-term financial marketing focus
is our wealth of experience, out of which we have honed
a lean and quite effective process to help our clients.
JLI understands the marketplace in which you operate,
financial products and services, and the most effective
ways to talk to your targets. Our deep knowledge results
in well-thought-out and effective financial marketing
Financial Marketing For twenty-five years, Jeffrey Leder Inc. has been creating
effective marketing communication tools for the financial
industry. From multinational banks such as JPMorgan
Chase, to large mutual fund and investment management
firms like Prudential Investments, to hedge funds such as
Pequot Capital, our clients have attracted new
opportunities and prospects with our help.
A proven strategic process and disciplined focus deliver
original thinking, smart analysis, dynamic copy and design,
and methodical project management to help our clients
Deephaven Capital Management
Pitch Books gain AUM.
Our in-depth knowledge of the financial services industry
informs our marketing strategies and creates value
for our clients. We know your audience and understand
how to develop the right marketing materials that
will create impact.
Building Trust Be Transparent
Through all prospect/client touchpoints, convey with full
openness, your investment advisory methodology and
How Do You Establish Trust in Today’s Environment? performance. Communicated via concise and easy to
understand reporting documents.
“Trust: Firm reliance on the integrity, ability, Truly understand your clients’ needs to foster and deepen
character of a person or thing. relationships.
Something committed into the care of another.” Articulate Fully
– American Heritage Dictionary Clearly demonstrate your full investment process and the
resultant performance. And communicate the broad
strength of your infrastructure.
Connect to Results
By establishing that you work with a fundamentally
sound, repeatable and client-centric focus.
A Strategic Process Conduct Research
To fully understand your company and it’s goals – we
analyze your market, identify your benefits and target
Our proven strategic process creates well-thought-out prospects' needs.
sales tools to target your unique benefits to the
selected audience. By articulating your true value through a clear
understanding of your investment process and
Create Sales Tools
To build prospects' trust by writing, designing and
producing strategic tools in all appropriate media.
To close more business, support relationships and
A Well-Honed, Strategic
Process that Produces
Results Position & Brand Organization
Convey Transparent Strategy
Define Target Audience
Guide Management Understanding
Effective Tools JLI offers a comprehensive list of financial marketing
tools designed to achieve a wide range of objectives.
By managing projects tightly – deadlines are met, and
Sales Materials budgets are contained. And, objectives and strategies
Websites will be carried-out as originally intended.
Whether you want to establish your brand, introduce a
Client Reporting new financial product or service, communicate more
Logos frequently with investors and prospects, we create
strategically targeted marketing tools that will speak
directly to your audience and establish trust in your
company. Attract new opportunities. Increase
Brand Development transparency in order to convey openness and clarity.
Maximize your business potential. And help target and
increase your managed assets.
Sales Materials After we learn about your company, your investment
philosophy and methodology and your selling process,
we create strategic financial sales materials that work
the way you do. We hone in on what makes your firm
unique. We communicate that message to the right
audience in a clear and consistent way that makes your
The resulting sales materials will differentiate you from
the competition. Establishing trust in your process that
will effectively reach new prospects and investors to
convert into new business.
Financial Management Software
Among the sales tools we create are concise Company
Overviews (for PDF and printout), interactive and
Content Managed Websites, Pitch Book templates (in
PowerPoint set-up to facilitate your updating, printing
and assembly) and compelling Capability Brochures
that clearly articulate the true value of your firm.
Websites JLI creates Websites that attract prospects and support
client relationships. We transform your attributes into
an engaging interactive environment that articulates
Cyrus Innovation your investment philosophy and methodology, and clearly
conveys your benefits.
Your Website can function as a Capability Brochure
and Client Performance Reporting vehicle that facilitates
communication of your sound, risk-adverse and
Trafelet repeatable investment process. Clients will be able to
easily access their customized and updated reports. And
trusted relationships will be established and reinforced
from this open accessibility.
We support our clients’ updating of their website by
programming a Content Managed area for refreshing of
News, Client Reports, Product Introductions, etc, through
a simple data entry window.
Pitch Books We create PowerPoint books that don’t look like the usual
PowerPoint presentation, designed and written to look
like you alone and be a critical tool to effectively
DKR Capital communicate what distinguishes you.
We create Pitch Books that encourage prospects to be
more trusting by demonstrating your transparency and
reporting processes, thus prospects will be more inclined
to invest and clients to recommend.
From smart research we establish a professional "look
and feel" that strategically represents your firm's
Weiss Multi-Strategy Advisers
personality and value. This is supported with effective
writing that clearly describes your investment thinking
and methodology and demonstrates how your repeatable
performance flows from that sound process.
Client Reporting Our experience has proven that in addition to investment
return and personal interaction, effective performance
reporting and other client service communications
Deephaven Capital can gain and retain your client's trust. Regular
dissemination of those reports is also a critical factor in
clients understanding that they are being well taken
care of. And by that level of openness you are
demonstrating your transparency .
Transparency is key to establishing a trusted and long
term relationship with clients who will be more likely
DKR Capital to provide referrals and less likely to redeem.
Monthly Commentary Reports
The performance reporting materials that we create
provide clear, timely, forthright and accessible
information, that is easily deliverable.
Capability Brochures Jeffrey Leder Inc. creates Brochures that communicate a
high-level, macro view of your firm’s: culture, philosophy,
investment methodology and top talent. This transparency
in your process and philosophy will establish greater trust
in your capabilities and benefits to investors in an accurate
and consistent manner.
We then communicate your process, research, risk
management, infrastructure and client services
commitment. Writing and design will be clear, clean and
accessible, as well as reflective of your unique personality.
We recommend a brochure back pocket to house inserts of
more timely, detailed information, such as Overviews and
Performance Reporting materials and Key Bios so you
control the updating. This facilitates cost-effective
updating that keeps your clients informed.
Annual Reports JLI has extensive experience producing Annual
Reports that clearly communicate your true value
to shareholders, the media and the financial
community. We apply our strategic financial
marketing process to articulate your company's
strengths, performance and vision.
The resulting Annual Report works to maximize
shareholder value. Establish trust. Improve investor
retention. Increase awareness in the financial
community. And achieve successful brand leveraging.
Brand Development JLI has a wealth of experience in creating effective brand
identities for the financial services industry.
Oppenheimer Funds “A successful brand is an identifiable service/product,
Retirement Services Branding
augmented in such a way that the prospect/client
perceives relevant, unique, sustainable values which
match their needs most closely.”
– de Chernalony & McDonald
Through our targeted research your brand will evolve out of
our understanding of your firm, your unique benefits and
value. Based on this knowledge, and through a powerful
Repositioning and Rebranding
use of strategy, writing and design, we create a corporate
marketing system that will leverage the value of your
company. Builds brand loyalty and trust. And speaks
directly to the financial community.
ACE Group Manor Healthcare Sass Foundation
Africa-America Institute MD Sass St. Luke's Health
Agile Fitness Hospice Foundation Synergos Institute
Cadogan Management New England Dream Center Systems Union
Coca-Cola Newport News Tailwind Capital
Connors Capital Oakpoint Advisors Thomson Financial
Cyrus Innovation Oppenheimer Funds Ticketmaster
Deephaven Capital Ospraie Capital Trafelet
DKR Capital Pentegra Webster Financial
Entrust Capital Pequot Capital Weiss Advisors
First Atlantic Capital Princeton Theological Seminary
JPMorgan Chase Prudential Financial
We developed a staged strategic plan to launch a new
Education Partnership Campaign – 50,000 New Leaders in
5 Years. The strategy evolved out of our research into their
organization, culture, values and effective process. As well as
interviews with students, alum and various target groups to
further understand AAI.
AAI's first need was for a case statement kit to help raise
funds for the campaign, we coined the phrase "Think What
We Can Do," then we coordinated an annual fundraiser at the
U.N., this time celebrating their 50th Anniversary –
invitations, event programs, powerpoint presentation and
banners were among the tools created.
The fundraising strategy has worked well – raising the
funds to fulfill the goal of educating 50,000 african
leaders in 5 years.
DKR Capital hired us to help them increase assets under
management and transform their sales tools into
an effective, integrated program.
After learning about the firm, we differentiated DKR by
articulating their unique attributes and benefits.
We strategized, wrote and designed their fundamental
sales tool, the Pitch Book. Aligned the "look and feel" to
reflect DKR's unique personality. We clearly communicated
the firm's philosophy and methodology. And demonstrated
how DKR's investment performance flows from their
sound process. With the Pitch Book as foundation, we
redesigned the Website and Performance and other
Client Reporting Communications.
The resulting program presents and reinforces key
messages consistently. Overall it communicates to
prospects and clients: here is a firm that is smart and
trustworthy, with a well-thought-out and repeatable
Oppenheimer Funds, one of the world's largest mutual fund
companies, hired JLI to rebrand their Retirement Services
division to stem a downturn in assets under management.
Focusing on their 401k offerings our research showed the
largest growth potential was with business owners with
employees. Focus groups were attracted to aspirational
retirement images of a cottage on a grassy hill with two
Adirondack chairs, people identified with being there with a
significant other. JLI included this powerful image in
materials and Web portal for all channels of distribution:
internal, brokers/consultants, business owners, and
Over the four and a half years the rebranding was utilized,
managed assets grew over 20%.
Let’s discuss your unique situation.
For 25 years Jeffrey Leder Inc. has helped financial
services firms establish and maintain
trusting relationships with their prospects and clients.
Let's talk about how we can help you achieve your sales
goals. Call Jeffrey at 917.767.1734 or email him