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

We’ve helped pioneer a number of historic industry “firsts.”

IQ Financial Marketing Corp

New York, NY

212.671.1205

info@iqfinancialmarketing.com