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Not just numbers. Financial insight.

Marketing Matters, Inc. is a distinguished marketing consulting and communications firm situated in the Boston area. We take pride in our financial services marketing expertise, our innovative approach to content marketing, and our advanced web and graphic design capabilities. Our clientele includes asset managers, retirement plan providers, broker-dealers/wirehouses, Registered Investment Advisors, insurance companies, and institutional channels within the financial services industry.

Our team is spearheaded by Sue Ryan Block, MBA, our founder and Principal. Sue's focus is to assist firms in leveraging digital marketing to foster stronger client relationships and expand assets under management. She brings her marketing strategy and content development skills to every project, providing design direction and oversight. Sue's career in marketing began at Fidelity Investments, where she served as Marketing Communications Manager. She holds an MBA from Simmons Graduate School of Management, Boston, MA, and earned her BA in Economics from Albion College in Michigan.

Albert E. Block, MBA, joined Marketing Matters as Principal after spending 10 years in marketing at Fidelity Investments. Al's expertise lies in helping organizations identify, develop, and implement marketing programs to grow and retain assets efficiently in the evolving competitive and legislative landscape of financial services. He excels in competitive analysis and devising marketing programs that highlight a client's unique differentiators. Al received his MBA from Boston University.

Strategic Marketing

At Marketing Matters, we adopt a consultative approach to marketing for a diverse range of financial services firms. Our strategic marketing services encompass marketing communications, project management, content development, creative concepts, marketing campaigns, and professional graphic design services. We are ready to be your outsourced marketing solution, whether it's for a short-term product development requirement or to support long-term strategic marketing initiatives.

Our strategic marketing services extend to branding, including logo development, rebranding initiatives, and product/service naming. We also provide content marketing, focusing on unique messaging and marketing asset generation, which helps your firm attract more leads and close deals more swiftly.

In addition, we offer executive presentations and pitchbooks, enabling you to engage your audience with professionally written and designed executive decks, highly visual pitchbooks, or infographic-rich presentations and slide shows. Our communications gap analysis ensures a streamlined client experience, providing literature system reviews with recommendations.

For product or service development, we define business models and business requirements, document competitive requirements, and develop marketing and client/participant engagement strategies.

Custom Websites

In today's digital era, a professional website with clear and engaging content is vital for building a successful online brand. We specialize in creating custom websites tailored to your firm's unique needs and objectives. Our full set of digital marketing assets includes logo, print, and video production, ensuring your brand stands out in a competitive market.

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