CORE Narrative

Set yourself apart by truly resonating with your audience

Your unique story captured in a Strategic Narrative, Pitch Deck, Video or Teaser. So well-crafted you'll captivate any audience, and close that important customer!

About CORE Narrative

Capture any investor's full attention.

CORE Narrative enables large asset managers to memorably convey complex financial products easily through storytelling, design and communication principles.

After conducting deep briefing sessions with your portfolio manager or sales agent(s), our team constructs the story for your product. Our design and animation teams build on this story and develop incredible deliverables for your sales team. This could be a high impact PowerPoint deck, a landing page, or even a simple 30 second teaser video. 

What kind of deliverables do we make?
Deliverables

High-impact deliverables to articulate your story

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Strategic Narrative

A Strategic Narrative is a carefully crafted story that aims to achieve a desired outcome through being engaging, authentic and differentiating.

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Pitch Decks

Our signature deliverable. Our Core Narrative pitch decks get utilised by the worlds biggest asset managers to capture & convert their leads.

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Two-pagers

A stunning infographic that serves as a teaser for your product. Its main goal is to interest viewers and convince them to set up a meeting with you.

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Videos

Visual pitch collateral in video format to digitally wow your potential customer.

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Teasers

10 to 30 second animated videos to provide your lead with a quick glimpse in the realm of possibilities that your product offers.

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Annual Report

Visual annual report showcasing your crucial data. This can be a dedicated micro page, a video or an old-school PDF. Or all of the above.

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Periodic Updates

Your clients want to stay up-to-date regarding their investments, in terms of performance and otherwise. We create stellar PDFs or microsites that do so.

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Factsheets

One to two A4 format factsheets providing customers with all legal and statistical data of your product. We ensure consistency across the board.

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Social Media Content

All the content requirements for your social media posts on LinkedIn, Instagram and more. Be visible wherever your (future) clients are.

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Website

A state-of-the-art website or landing page to convert incoming traffic into qualified leads. Who doesn't quickly check out a website before investing?

Our Process

How we create high-impact deliverables

Our proven approach has helped countless clients unlock the full potential of their products and pitches, raising tens of billions in the process.

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1. Review existing material(s)

The first step of our process involves going through the existing material(s), branding guidelines, and any other relevant information. This enables us to gain an initial 'feel' for the client's style & approach.

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2. Deep-briefing session

Once we've reviewed the existing material, we look to engage with the end-user of the deliverable (in-person or remotely) to guide us through how they typically make use of their assets.

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3. Develop a new storyline

Based on the previous steps, our analysts draft a new and improved storyline for the deliverable. The goal here is to uncover & highlight the USP's within a client's story in a manner that flows naturally.

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4. Develop & deliver 1st draft

Once we've established the storyline, we begin developing the actual deliverable. Our designers work in tandem with analysts to capture the story in a visually appealing, brand-aware, manner.

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5. Collect  feedback and iterate

At this point, it's essential to collect as much feedback as possible to make sure the deliverable aligns with the client's needs. Based on feedback, we continue iterating the deliverable both in terms of design and storyline.

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6. Final draft delivery

Once the client has no more feedback to provide and is satisfied with the contents of the deliverable, we share the final draft. Final draft delivery typically occurs 3 weeks after the deep-briefing session.

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7. Support & maintenance

Our team is always available to update content, provide advice, and generally support the client after the final draft has been delivered.

Featured Case Study

Browse our latest case study on CORE Narrative

Testimonials

Hear what our amazing customers are saying

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The logo of Jacobi Asset Management

"CORE always go above and beyond"

Working with CORE has enabled our team to focus primarily on speaking with potential clients and fine-tuning the product offering, with the confidence that every touch-point our customers experience will have had that special CORE touch!

A portrait of Jamie Khurshid
Jamie Khurshid
Group CEO
The logo of Achmea Investment Management

"They make my life a lot easier"

The CORE team is helping us in creating an engaging storyline with clear visuals. They essentially facilitate a journey of sharing knowledge, almost like teaching. This creates a much more meaningful level of interaction with our customers and keeps us away from the standard approaches overloaded with excessive data, ratios, tables and graphs.

A portrait of Jeroen van Rumund
Jeroen van Rumund
Director of Institutional Sales
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"One of the best marketing agencies"

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Sophie Moore
Content Marketing Lead at Instagram
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Together we'll ensure you raise & retain to your full potential!

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Get in touch today

Send us an e-mail or give us a call, we're always happy to have a chat to see what we can achieve together.

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