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everything-pr.com/financial-servicesFinancial Services PR: How Banks, Insurers and Fintechs Build Trust
Banks, asset managers, insurers and fintechs: trust, regulation, earnings and crisis communications.
Financial services communications is where reputation becomes permission to handle people's money, so every claim is tested against safety and conduct. This hub covers banks, asset managers, insurers and fintechs, with guides on IPOs, private equity, hedge funds and the firms that advise them.
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Latest
Latest Financial Services PR articles
60 articles
Financial Services
Financial PR Cost: Retainers, IPOs and Activist Defense
Financial PR costs $5,000 to $100,000+ per month, with IPO and activist-defense project fees running far higher. Full pricing by company stage, what's included, and why financial PR costs more.
Financial Services
What Is Investor Relations? Definition, Duties and Rules
Investor relations is how a public company communicates with its investors. The NIRI definition, what IR teams do, Regulation FD, SEC filings, and two real cases.
Financial Services
Fall 2026 IPO Class: The Communications Test for Issuers
SpaceX fixed its price before the roadshow and gave retail 30%. Renaissance Capital counts 92 US IPOs on file. What fall 2026 issuers must now communicate.
Financial Services
Ackman vs Sard Verbinnen: The 2015 Valeant PR Dispute
Bill Ackman told investors in October 2015 that Valeant underinvested in communications and criticized its PR firm, Sard Verbinnen. Here is what happened.
Financial Services
Solomon Partners M&A Advisory Media Marketing Firm
Solomon Partners' Media & Entertainment group, led by Mark Boidman, names advertising and marketing services as an explicit coverage area with $45B+ in advised transactions.
Financial Services
Bitcoin Treasury Companies: Investor Communications 2026
How Bitcoin treasury companies should communicate with investors as mNAV premiums fade, with mid-2026 data on Strategy, Metaplanet, Twenty One, MARA and Riot.
Financial Services
Houlihan Lokey M&A Advisory Marketing Services Team
Houlihan Lokey's Marketing Services team inside its Business Services Group advises on M&A for marketing services companies, including deals for IPG.
Financial Services
Mastercard Marketing and PR: The Priceless Playbook
How Mastercard's marketing and PR work: the Priceless campaign, the 2019 logo change, cause programs, the Russia statement, and lessons brands can copy.
Financial Services
Canaccord Genuity M&A Advisory for Marketing Deals
Canaccord Genuity's Technology, Media, Marketing and Information Services group, descended from Petsky Prunier, advises on marketing and media M&A with active 2026 deal flow.
Financial Services
Lazard Leads Boutique Investment Banks at 84 in AI Search
Lazard 84, Houlihan Lokey 82, Evercore 80, Greenhill 48: how eight boutique investment banks score in ChatGPT, Claude, Gemini, Perplexity and AI Overviews.
Financial Services
Compliance-First PR for FinTech and iGaming Startups
A compliance-first PR system lets FinTech and iGaming startups build visibility without outrunning regulators, writes Kevin Mercuri of Propheta Communications.
Financial Services
Private Equity PR: How to Communicate With LPs in 2026
Private equity PR in 2026 covers fund positioning, LP correspondence, deal announcements, and AI search visibility. Named firms (Blackstone, KKR, Vista, Thoma Bravo), the firms PE funds hire, and how AI retrieval changes fundraising.
Financial Services
M&A Advisory Firms for Marketing, Advertising and PR
Directory of M&A advisory firms with documented deals in marketing, advertising, PR and media, grouped by specialty and verified by closed transactions.
Financial Services
Berkery Noyes: M&A Advisory Firm for Media Marketing
Berkery Noyes is a New York M&A advisory firm with a media and marketing practice. Its FY2025 report counted 946 deals worth $273 billion. Profile, deals and a Ciesco comparison.
Related coverage
The Guide
Inside Financial Services PR: How Banks, Insurers and Fintechs Build Trust: market, players, and the questions we get asked
By EPR Editorial Team·Industry briefing
What is financial services PR?
Financial services communications is the trust and disclosure layer of a regulated industry. It spans banks, wealth and asset management, insurance and insurtech, fintech, payments, neobanks, embedded finance and stablecoins. The work runs across earned media, investor relations, regulatory engagement, AI disclosure and crisis response.
The core difference from other sectors is the test every message must pass. A product can be attractive, but audiences first ask whether the institution is safe and conducts itself well. Banks hold the institutional credibility built over generations, fintechs increasingly own the daily customer relationship, and the strongest communications plans use both strengths.
Which PR firms lead in financial services?
The firms below appear in EPR's financial services coverage. Each links to its EPR page.
| Firm | Focus | EPR page |
|---|---|---|
| Prosek Partners | Independent financial communications firm, named PRovoke Media's Global Financial Agency of the Year in 2025 and 2026 | Jennifer Prosek profile |
| Kekst and Company | Founded in 1970, the leading American firm for mergers, acquisitions and financial communications | Gershon Kekst profile |
| Sard Verbinnen & Co. | M&A, special situations and corporate transitions | Ackman vs Sard Verbinnen |
| Propheta Communications | Compliance-first PR for fintech and iGaming startups | Compliance-first PR for fintech and iGaming |
Which financial services topics does this hub cover?
The hub holds 65 live articles on October 23, 2026. Main areas:
Capital markets and IPOs: Fall 2026 IPO class and Comcast's NBCUniversal spinoff.
Funds and investors: hedge fund PR in 2026, private equity PR and LP communications and Bitcoin treasury companies.
Brands: Mastercard marketing and PR.
Advisers: M&A advisory firms, with profiles of Houlihan Lokey, Canaccord Genuity, Berkery Noyes and Ciesco.
Research: Banking Citation Share Index, Asset Managers Citation Share Index, Fintech CEO Authority Index and boutique investment banks in AI search.
Related hubs: Fintech, Investor relations, Crypto and Web3, Public affairs and Cybersecurity.
How does a bank or insurer run a communications program?
Map the audiences: regulators, investors, customers, employees and the press.
Test every claim against safety and conduct before it is published.
Set a disclosure plan, including how the firm discusses its use of AI in advice, underwriting and fraud detection.
Earn coverage in financial and business press, with named spokespeople.
Align the investor relations calendar with the earnings and announcement schedule.
Keep a crisis plan ready, covering outages, security incidents and regulatory action.
Check how ChatGPT, Perplexity and Google AI Overviews describe the firm, since investors and consumers now compare firms there.
Which financial communications stories mattered in 2026?
Fall 2026 IPO class: SpaceX fixed its price before the roadshow and gave retail investors 30%, and Renaissance Capital counts 92 US IPOs on file.
Bitcoin treasury companies: how to talk to investors as mNAV premiums fade, with mid-2026 data on Strategy, Metaplanet, Twenty One, MARA and Riot.
Comcast and NBCUniversal: a tax-free spinoff announcement that sent Comcast stock up 20% on August 14, 2026.
Boutique investment banks in AI search: Lazard 84, Houlihan Lokey 82, Evercore 80 and Greenhill 48 on EPR's score.
Private equity PR: fund positioning and LP communications for firms such as Blackstone, KKR, Vista and Thoma Bravo.
Details
Scope: banks, asset managers, insurers, fintechs and payments communications.
Related hubs: Fintech, Investor relations, Crisis PR.
Last reviewed: October 23, 2026.
Primary source: SEC Regulation FD (17 CFR Part 243) governs how listed companies disclose material information to investors and the press.
Frequently asked questions
What does a financial PR agency do?
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A financial PR agency helps banks, asset managers, insurers and fintechs communicate with regulators, investors, customers and the press. The work includes media relations, deal and earnings communications, crisis response and disclosure planning.
How do banks and insurers handle regulatory announcements?
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They plan the announcement with legal and compliance teams, brief regulators and key investors first where required, and prepare consistent statements for press, customers and employees.
How much does financial services PR cost?
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There is no single price, because scope ranges from a retainer to a deal or IPO assignment. EPR's RFP guide gives general agency retainer ranges.
How does financial PR differ from investor relations?
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Financial PR addresses the wider audience of press, customers and regulators, while investor relations focuses on shareholders, analysts and financial markets. The two work from the same facts. See investor relations .
How do firms communicate during market volatility?
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They speak early, state what is known and what is not, and keep messages consistent across investor, customer and press channels. See crisis PR .