IQ FINANCIAL MARKETING
Marketing communications, branding, design and differentiation for financial services
- For more than 20 years, our team of marketing professionals has been a valued resource for the asset management, brokerage, insurance and banking industries.
- We have helped a “who’s who” of the financial services industry raise billions of dollars for their offerings, products and services.
- Over the past decade, we have focused primarily in the alternatives space.
- We are more than just content providers and designers. We are also marketing strategists who bring together market intelligence and media solutions to help clients identify competitive advantages, differentiate themselves in the marketplace and attract clients.
IQ LEADERSHIP
When you work with IQ Financial Marketing, you work directly with the principals.
Nancy J. Dennis
Co-Founder & Principal
Nancy knows financial services branding and marketing forwards and backwards…and even sideways…from strategic marketing planning to communications system design to media production.
For the past 20 years she has served the financial services community as a strategic marketing consultant—overseeing client branding initiatives, creating sales presentations and materials, and developing cutting-edge websites and web-based financial tools.
Nancy was a Principal and Managing Partner of Capital Vectors International—a New York-based marketing firm that was a leading innovator in financial marketing communications and the predecessor company of IQ Financial Marketing. For over a decade at Capital Vectors, she spearheaded projects for all of the firm’s largest accounts—prominent financial services companies as well as the employee benefits division of AT&T. Nancy also headed the firm’s international operations in Warsaw, Poland.
Early in her career, Nancy served as an Account Executive for Integrated Resources as well as for the leading advertising agency, BBDO, where she worked on a range of Fortune 500 and international accounts.
AB, mathematics, Hamilton College
Michael H. Greenstein
Co-Founder & Principal
Michael swings back and forth many times a day between his key personas: creative guru and resident nerd. In these dual capacities, he creates branding and marketing concepts, sales materials, presentations, and web-based advisory tools for IQ’s clients—often for rather esoteric financial products.
Michael was a long-time Principal of Capital Vectors International, the predecessor company of IQ Financial Marketing. He helped turn CVI into an innovative force in marketing communications consulting and execution for the financial services community. As the firm’s creative director and lead strategic marketing consultant, he worked with many of the nation’s best-known financial services firms—branding their products and implementing their marketing in all media.
Earlier in his career, Michael was an attorney, specializing in the protection of intellectual property. He then switched to creating intellectual property by joining international advertising agency SSC&B/Lintas, where he developed marketing campaigns, ads and commercials for technical products and financial services companies.
AB, Mathematics, Princeton University
JD, New York University School of Law
Nancy J. Dennis
Co-Founder & Principal
Bio
Nancy knows financial services branding and marketing forwards and backwards…and even sideways…from strategic marketing planning to communications system design to media production.
For the past 20 years she has served the financial services community as a strategic marketing consultant—overseeing client branding initiatives, creating sales presentations and materials, and developing cutting-edge websites and web-based financial tools.
Nancy was a Principal and Managing Partner of Capital Vectors International—a New York-based marketing firm that was a leading innovator in financial marketing communications and the predecessor company of IQ Financial Marketing. For over a decade at Capital Vectors, she spearheaded projects for all of the firm’s largest accounts—prominent financial services companies as well as the employee benefits division of AT&T. Nancy also headed the firm’s international operations in Warsaw, Poland.
Early in her career, Nancy served as an Account Executive for Integrated Resources as well as for the leading advertising agency, BBDO, where she worked on a range of Fortune 500 and international accounts.
AB, mathematics, Hamilton College
Michael H. Greenstein
Co-Founder & Principal
Bio
Michael swings back and forth many times a day between his key personas: creative guru and resident nerd. In these dual capacities, he creates branding and marketing concepts, sales materials, presentations, and web-based advisory tools for IQ’s clients—often for rather esoteric financial products.
Michael was a long-time Principal of Capital Vectors International, the predecessor company of IQ Financial Marketing. He helped turn CVI into an innovative force in marketing communications consulting and execution for the financial services community. As the firm’s creative director and lead strategic marketing consultant, he worked with many of the nation’s best-known financial services firms—branding their products and implementing their marketing in all media.
Earlier in his career, Michael was an attorney, specializing in the protection of intellectual property. He then switched to creating intellectual property by joining international advertising agency SSC&B/Lintas, where he developed marketing campaigns, ads and commercials for technical products and financial services companies.
AB, Mathematics, Princeton University
JD, New York University School of Law
IQ HISTORY IN THE FINANCIAL SERVICES INDUSTRY
IQ Financial Services is the successor firm to Capital Vectors International, which served the financial services industry from the 1980s until we emerged as IQ in 2007 to specialize in the alternatives area.
Over those earlier years, we helped many of the household names in the financial services community achieve marketing success with our branding strategies, marketing content, materials, presentations, advertising, websites and sales tools.
OUR CLIENTS
Alternative/Boutique Asset Managers
- Aroya Capital
- BlueCrest Capital Management
- Bulldog Investors
- Cain Brothers Asset Management
- Caravan Global Investments
- Community First Properties
- GenSource
- GrayGhost Ventures
- GreenMountain (U.S.) Fund
- Harvest Management
- Hedge Access Group
- J.P. Morgan
- LBC Capital
- Linkage Capital Partners
- Lyons Wealth Management
- Marquart Capital Management
- Navin Advisors
- Ofelia Capital
- Pergament Advisors
- Radian Capital Management
- RealCap Strategies
- RoyalSky Investments
- SBB Research Group
- Skybridge Capital
- South Georgia Capital
- St. George Asset Management
- StoneHedge Partners
- TRO Investment Group
- Victoria Capital Management
Banking
- Citibank
- Harris Bank
- IBJ Schroder
- PNC
Brokerage
- Auerbach Grayson
- AXES
- BlackBird
- Instinet
Broker/Dealer
- Lincoln Financial Advisors
Employee Benefits
- Actuarial Science Associates
- AT&T
- The Travelers Companies
Exchange Specialists
- Walter N. Frank & Co.
Financial Media & Data
- Reuters
- Validea
Financial Planning
- Oppenheimer Capital
- Voya
Investment Platforms
- LifeYield
- SkillWeighted Portfolio
Managed Accounts/Mutual Funds
- Colonial
- Delaware Investments
- Dreyfus
- Enterprise
- Fidelity
- Freedom Funds
- John Hancock
- MainStay
- Nations Funds
- Oppenheimer Capital
- Phoenix Investment Partners
- Pioneer
- Pioneer Rodzina Funduszy
- Prudential Financial
- Rydex|SGI
- Stein Roe
- USF&G
- Zweig
Merchant Bank
- Current Capital Partners
Pension Consultants
- Segal Rogerscasey
Placement Agent
- Champlain Advisors
Private Equity
- Current Capital Partners
- Hawkeye Partners
- KCB
- Seidler Equity Partners
Private Placements
- Bergvall Hudner
- Cornerstone Capital
Qualified Retirement Plans
- Mutual of New York
- State Street
RIA
- NS Capital
Syndicated Investments
- CIGNA
- John Hancock
- Merrill Lynch
- Morgan Stanley
- New York Life
- Phoenix Realty Group
- Polaris
- Prudential Financial
- Related Companies
Variable Annuities/Insurance
- Allmerica Financial
- AXA Equitable
- Golden Select
- Guardian
- Lincoln Financial Group
- MetLife
- Sun Life Financial
- Symetra
- Voya
Wealth Management
- Bessemer Trust
- State Street Research
- Westwood Trust
Wrap Fee
- Consulting Group
- Morgan Stanley
Alternative/Boutique Asset Managers
Aroya Capital
BlueCrest Capital Management
Bulldog Investors
Cain Brothers Asset Management
Caravan Global Investments
Community First Properties
GenSource
GrayGhost Ventures
GreenMountain (U.S.) Fund
Harvest Management
Hedge Access Group
J.P. Morgan
LBC Capital
Linkage Capital Partners
Lyons Wealth Management
Marquart Capital Management
Navin Advisors
Ofelia Capital
Pergament Advisors
Radian Capital Management
RealCap Strategies
RoyalSky Investments
SBB Research Group
Skybridge Capital
South Georgia Capital
St. George Asset Management
StoneHedge Partners
TRO Investment Group
Victoria Capital Management
Banking
Citibank
Harris Bank
IBJ Schroder
PNC
Brokerage
Auerbach Grayson
AXES
BlackBird
Instinet
Broker/Dealer
Lincoln Financial Advisors
Employee Benefits
Actuarial Science Associates
AT&T
The Travelers Companies
Exchange Specialists
Walter N. Frank & Co.
Financial Media & Data
Reuters
Validea
Financial Planning
Oppenheimer Capital
Voya
Investment Platforms
LifeYield
SkillWeighted Portfolio
Managed Accounts / Mutual Funds
Colonial
Delaware Investments
Dreyfus
Enterprise
Fidelity
Freedom Funds
John Hancock
MainStay
Nations Funds
Oppenheimer Capital
Phoenix Investment Partners
Pioneer
Pioneer Rodzina Funduszy
Prudential Financial
Rydex|SGI
Stein Roe
USF&G
Zweig
Merchant Bank
Current Capital Partners
Pension Consultants
Segal RogersCasey
Placement Agent
Champlain Advisors
Private Equity
Current Capital Partners
Hawkeye Partners
KCB
Seidler Equity Partners
Private Placements
Bergvall Hudner
Cornerstone Capital
Qualified Retirement Plans
Mutual of New York
State Street
RIA
NS Capital
Syndicated Investments
CIGNA
John Hancock
Merrill Lynch
Morgan Stanley
New York Life
Phoenix Realty Group
Polaris
Prudential Financial
Related Companies
Variable Annuities / Insurance
Allmerica Financial
AXA Equitable
Golden Select
Guardian
Lincoln Financial Group
MetLife
Sun Life Financial
Symetra
Voya
Wealth Management
Bessemer Trust
State Street Research
Westwood Trust
Wrap Fee
Consulting Group
Morgan Stanley