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CONSULTING SERVICES

The Wreaks Media Group provides consulting services to marketers, agencies, media and others in matters pertaining to financial services marketing.  The company has been retained by many of the world’s leading brands in financial services advertising and the company’s thinking and insights have been leveraged by leaders throughout the industry.

“Financial services marketing is complex—and the landscape changes daily,” explains Bill Wreaks, President & CEO. “Trust is the bedrock of success in our field and the stakes are unusually high. A firm’s financial marketing intelligence—or lack thereof--can make or break the best strategies.”

The Wreaks Media Group publishes The Journal of Financial Advertising & Marketing each quarter.  As such, the company finds itself, quite literally, in the center of the financial marketing industry from all perspectives: the issues, the insights, the culture, and the trends. No other firm monitors the pulse of the industry like WMG.

Moreover, WMG’s ability to see above the trees and focus on strategic direction for its clients has established the company as quintessential thought leaders in financial advertising and marketing.

“The Wreaks Media Group has offered MSN Financial Services great value by helping us better understand the financial advertising landscape to better position our brand and offerings for success in this vertical. They know the issues and the players and are able to put it all in perspective. We have been very pleased with the return on investment we have received from our investment with WMC."

Chris Maly, Industry Marketing Manager, MSN/Microsoft Corporation

The Wreaks Media Group is well-situated to offer strategic guidance to financial marketers, agencies and media properties in numerous ways, such as:

Consulting Services

• Competitive Analysis
• Gap Analysis
• Intelligence Gathering
• Partnership Development
• Partnership Evaluation
• Positioning
• Research
• Seminars Leveraging WMC Intelligence
• Strategic Planning
• Trend Analysis
• Client & Customer Analysis

WMG Practice Areas

• Retail Banking & Lending
• Credit Card
• Individual Investment
• Consumer Insurance
• Investment Banking
• Institutional Investment
• Business Insurance
• Corporate
• General Financial Branding

The Wreaks Media Group offers specific expertise in, among others, the following focus areas:

Current WMG Focuses

• Delivering On The Promise: Financial Marketing Disconnect
• Evolving Agency Role in Financial Advertising
• Extending The Financial Brand
• Financial Marketing From Within (Employees)
• Financial Marketing in a Compliance-Sensitive Environment
• Financial Media Integration
• Knowing Financial Customers—While Respecting Their Privacy.
• Medium + Channel: Online’s Role in Financial Marketing
• On Demand: Emerging Trends in Financial Media
• Outlook: Future of Financial Marketing
• Solutions not Media: Biz Dev in Financial Media
• Trust’s Key Role in Financial Marketing
• Why Relevancy Matters in Financial Marketing

 

Biography: Bill Wreaks, President + CEO, The Wreaks Media Group

Bill Wreaks is the President & CEO of The Wreaks Media Group, a publishing and consulting company focused on financial marketing and media issues. Quarterly, the company publishes The Journal of Financial Advertising & Marketing and its companion website, financialadvertising.com.  The company retains offices in New York and in London.

WMC’s client roster includes the world’s leading financial brands, including Bloomberg Media, Competitrack Research, Dow Jones, The New York Times Corp., Financial Times, MSN, Microsoft Corporation, USA Today and many others.

Wreaks is the founder of The Financial Marketers’ Alliance (The FMA), a collective of senior marketing decision makers of the world’s leading financial brands. The FMA organizes round-tables, work-shops, special events and high-level summits for senior financial marketers.  In November, The Wreaks Media Group launches “The JFAM Strategic Media Awards,” recognizing strategic excellence in financial media. The event will be held in New York City.

Mr. Wreaks is a veteran of the financial advertising and media industry. Prior to the formation of The Wreaks Media Group, he served seven years with Doremus Advertising, the largest financial advertising agency in the world, with six offices in five countries. Doremus clients include Deutsche Bank, Morgan Stanley, JP MorganChase, Lehman Brothers, Citigroup, ITT Industries, Credit Suisse First Boston and others. Wreaks served as Managing Director of Doremus’ global media division, DMG. Doremus is owned by Omnicom (NYSE: OMC).

Mr. Wreaks has a powerful publishing background and several successful magazine launches to his credit, “Given our obvious expertise, The Journal of Financial Advertising & Marketing simply made sense,” explains Wreaks. “There was a need for research, opinion and intellectual leadership in the financial marketing industry—and we filled it. “

Mr. Wreaks was elected President of The Financial Communications Society in 2003 and again in 2004.  He has served on the Board of Directors of this organization since 1999. The FCS is a non-profit, 225-member organization based in New York and is the world’s leading hub for financial marketing and communications professionals. The FCS was founded in 1967.

Under Wreaks’ tenure as President, the FCS embarked on a strategic platform offering “value to our membership, to our industry and to society.” In doing so, Wreaks guided the Board of Directors to forge strategic academic partnerships with New York University and with Penn State University’s Smeal School of Business.  In addition, under Wreaks’ leadership, the FCS formed The FCS Race for Kids, a ski race that raises over $90,000 for children’s charities each year.

Wreaks was invited to “host” the FCS Portfolio Awards in New York City.  This landmark award show celebrates creative excellence in financial advertising. Year-after-year, the show draws over 600 financial advertising leaders from around the world. “It truly is an honor to be asked to host such a prominent and respected event for our industry,” explains Wreaks.

Wreaks is a frequent media interview subject. An interview with Wreaks and five other leading publishing executives was recently featured as the cover story of Folio Magazine. Additionally, Mr. Wreaks’ advertising and media insights have been published in publications such as IDD, USA TODAY, B-to-B Magazine, and American Banker and he has presented to numerous professional groups regarding financial advertising and media subjects.

Wreaks has toured the United States on the Advanced Marketing Faculty for a network of over 1100 advertising agencies, speaking on media and emarketing topics. He recently spoke at Ad-tech conference in New York and has spoken at the Financial Communications Forum in both Boston and in Chicago. Recently, he returned from a multi-city speaking tour to financial marketers and agencies on Current Trends in Financial Services Marketing. He is also a regular financial marketing panel moderator.

Wreaks earned an MBA in International Business from the Katz Graduate School of Business at the University of Pittsburgh. This full-time program was conducted in the US, Prague, Milan, and Paris. He earned his undergraduate degree from The School of Commerce, Economics and Politics at Washington & Lee University. He is a graduate of South Kent School.

Mr. Wreaks sits on the Boards of Directors of both The Financial Communications Society and The Business Marketing Association (BMA), in New York.  He is also on The Board of Advisors of Almondnet, a contextual advertising network.  Additionally, he serves on The Board of Trustees of South Kent School and he is a member of the Board of Directors of the New York City Marble Cemetery.

Mr. Wreaks resides on mid-town Manhattan's East Side with his family.

Bill Wreaks, President & CEO
The Wreaks Media Group
bill@financialadvertising.com
www.financialadvertising.com