Marketing & Sales Pieces

Currency Risk Analysis Report – Marketing Slipsheet

Currency Risk Analysis Report – Marketing Slipsheet

The currency exposure and risk analysis is a detailed report highlighting the risks associated with foreign currency exposure tailored to a specific company’s payment schedule. By utilizing risk analysis as a content marketing tool, Banks and FX providers can offer a tangible value-proposition to a prospective client and increase the odds of a face-to-face meeting. […]

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Marketing Initiative Saved Thou$ands for College Study Abroad Programs

Filed in Marketing & Sales Pieces, Uncategorized by on May 18, 2015 • views: 547
Marketing Initiative Saved Thou$ands for College Study Abroad Programs

Enclosed is a marketing slip-sheet for a bank sales campaign that I created in 2003 that targeted colleges who offer study abroad programs in Europe. This is a great example of an industry (or niche) marketing initiative to increase new clients.  And the best part is that we saved some schools thousands of dollars in […]

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Hedging Strategy Marketing Sheet

Filed in Marketing & Sales Pieces, Uncategorized by on May 17, 2015 • views: 524
Hedging Strategy Marketing Sheet

Here’s a marketing slipsheet for a variation of a range forward hedge.  I wrote it for a client back in 2003.  The idea of this one-pager was to help clients understand currency hedging derivatives, without a lot of jargon and without a long powerpoint presentation.

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