Financial firms only
Who we work with
We work only with financial firms. A wealth manager and an NBFC are checked by different people, who look for different things.
Each kind of firm has its own rules and its own readers. We learn both before any creative work starts.
Start a conversationGiraffe CX
- 20+
- financial jurisdictions
- 10+
- financial firms served
Firms we work with
Find your kind of firm below: who checks it and what they look for. We keep client names private, so none appear here.
Wealth managers
Families and business owners ask who the partners are, how you are paid and how long you have been around. Your website and partner profiles should answer that plainly.
NBFCs
Lenders and rating agencies look for good governance and a healthy loan book. Borrowers want clear terms and someone to call. The same website has to serve both.
Broking houses
Retail clients judge you on cost, ease of use and service. Authorised persons and institutional clients look at the quality of your research and at who runs the firm.
Insurance distributors
HR heads and CFOs buying group cover check how you advise, who will handle a claim and how long you have been around. Insurers check how you sell before they take you on.
AIF and PMS managers
Investors, family offices and distributors look at the manager before the strategy: process, team and governance. We read the rules on what can and cannot be said about performance.
Fund managers
Before taking a call, institutional investors, consultants, platforms and banks check the fund structure, your auditor and administrator, and whether your deck and website give the same facts.
Jurisdictions we work across
You may be registered in one place, with clients elsewhere. We read each market's rules first. Where we know one less well, we tell you and bring in a specialist.
India
- India and GIFT City
Middle East
- UAE (DIFC, ADGM, Dubai)
- Saudi Arabia
- Qatar
- Bahrain
- Oman
Asia
- Singapore
- Hong Kong
- Malaysia
UK and Europe
- UK
- Switzerland
- Luxembourg
- Ireland
- Netherlands
Island and offshore centres
- Mauritius
- Cayman Islands
- BVI
- Jersey
- Guernsey
Africa
- Kenya
- Nigeria
- South Africa
Who we do not work with
We turn some work down. Better you hear it here than after the first call.
Finfluencers and retail tips accounts
Our work is for firms that put their name to every claim. We do not work for accounts that sell stock tips to followers.
Direct competitors at the same time
While we work with your firm, we do not take on a direct competitor. If a conflict comes up, we raise it with you.
Anyone who wants to skip compliance
We do not write copy that promises returns, and we do not publish before your compliance team signs off.
Contact
Send us your website.
Tell us what kind of firm you are and send your website. Within a week, our Brand & Communication Manager replies with the written note: three or four specific things we would change. If it helps, we talk. If not, no follow-up emails.