Financial Services Marketing

We deliver outcomes, not outputs.

EMI is a strategic consultancy for financial services marketing. We don't produce campaigns and hope they work. We diagnose the real problem, build the strategic position, and execute the work that changes outcomes. Thirty years of proof.

30+
Years inside financial services
200+
Strategic engagements delivered
1
Category. Total immersion.
0
Shortcuts. Every engagement starts with the thinking.
Our Position

The industry built an agency model that rewards activity over clarity. We built a different firm.

Most marketing firms are structured to produce things — campaigns, content, deliverables. Their economics reward volume. Their timelines reward speed. Their processes reward the appearance of progress.

EMI was built to produce something else entirely: strategic clarity. The kind of clarity that changes how an organization competes, how its prospects perceive it, and how its marketing performs — not for a quarter, but permanently.

That required building a different kind of firm. One that employs the diagnostic rigor of a consultancy, the creative craft of an agency, and the sustained intellectual investment of a research organization. A consultancy built not for volume, but for clarity.

What Most Agencies Deliver
Outputs
Campaign deliverables on schedule
Messaging decks and brand guidelines
Content calendars and social plans
Media placements and impressions
Activity reports that prove effort
What EMI Delivers
Outcomes
Competitive position that changes how the market sees you
Messaging that creates genuine conviction in sophisticated buyers
Strategic clarity that aligns the entire organization
Channel strategy built for how your buyers actually decide
Work that moves pipeline — not just metrics
Our Thesis

Three beliefs that define our firm.

These aren't taglines. They're the convictions that shape every engagement we take on — and every one we don't.

Thesis 01
The thinking is the work.
Most engagements skip the hard strategic work and jump to execution. We do the diagnosis first — competitive analysis, positioning, audience intelligence — so the creative has somewhere true to go.
Thesis 02
Category depth is non-negotiable.
Financial services has its own language, its own compliance environment, its own buyer psychology. You can't learn it from a briefing doc. We've spent thirty years inside it. That knowledge compounds.
Thesis 03
Strategy and execution are one discipline.
The handoff between strategy and creative is where value disappears. At EMI, the people who build the strategic position are the same people who execute the work. No translation loss.
Selected Engagements

The evidence. Three engagements that show what outcomes look like.

Wells Fargo
Merchant Services
Strategic Repositioning

Reframing payment processing from operational commodity to strategic business partnership.

The merchant services category had calcified around rate sheets, terminal specs, and transaction speeds. Wells Fargo needed to elevate the conversation to where its actual value lived — business intelligence, growth partnership, and commercial advisory. EMI built the strategic position, then executed it across video, sales enablement, and channel marketing.

Repositioned the entire merchant services narrative from cost-center language to growth-partnership positioning — adopted across all sales channels.
Positioning Video Sales Enablement Channel Strategy
Visa
Commercial Solutions
B2B Marketing · Thought Leadership

Building conviction for the most complex payments ecosystem in the world.

Visa's commercial portfolio — cross-border payments, virtual cards, enterprise AP automation — serves CFOs, treasurers, and procurement leaders who evaluate with institutional rigor. EMI developed positioning that matched the sophistication of the buyer, translating deep product complexity into language that created genuine competitive preference.

Created a unified positioning architecture for the commercial solutions portfolio that connected product-level messaging to enterprise-level value.
Positioning Content Strategy Thought Leadership B2B
State Street
Global Advisors
Institutional Marketing

Marketing institutional capabilities to the most analytically rigorous audience on earth.

State Street Global Advisors serves institutional allocators, pension funds, and sovereign wealth offices. These audiences evaluate marketing with the same analytical rigor they apply to portfolios. EMI built strategic positioning and campaign architecture that treated that rigor as a feature — producing work that earned attention by deserving it.

Developed positioning and campaign architecture that institutional buyers cited as a differentiator in competitive evaluations.
Positioning Campaign Architecture Institutional Asset Management
About EMI

Built from the inside.
Sustained by intellectual rigor.

EMI Strategic Marketing was founded in 1993 on a single premise: that financial services deserved a different kind of firm. Not a general agency with a financial client. Not a production house. A strategic consultancy with the depth to diagnose the real problem, the intellectual honesty to name it, and the creative craft to solve it.

Thirty years later, what started as a conviction has become a body of evidence. Every engagement adds to the pattern. Every pattern sharpens the next insight. The result is a firm that gets more valuable with every year — not less.

Campbell Edlund
Founder & CEO
Three decades leading strategy for the most complex products and institutions in financial services.
Mark Malloy
Creative Director
Translating strategic conviction into creative work that sophisticated audiences respect.
Ian MacDonald
Director of Strategy
Building the frameworks that connect positioning, channel strategy, and competitive advantage.

Published thinking.

EMI's research and perspectives on financial services marketing — wherever you go to sharpen your thinking.

in
LinkedIn
Articles & Commentary

Campbell, Ian, and Mark publishing sharp takes on financial services marketing and positioning.

Active
YouTube
Video

The thinking, on camera. Short-form and long-form.

Coming Soon
🎙
Podcast
Audio · Weekly

The hardest questions in financial services marketing. No filler.

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Newsletter
Bi-Weekly

One genuine insight, twice a month.

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M
Medium
Long-Form

Substantial thinking published where serious readers find it.

Coming Soon
S
Substack
Archive

The full EMI archive. Subscribable. Searchable.

Coming Soon
EMI Journal
On Site

Not a blog. A publication.

Active
Sp
Spotify
Podcast

EMI Podcast on all major platforms.

Coming Soon
Start Here

The thinking is the
proof. The proof is the invitation.

If what you see here reflects the standard your marketing should be held to — or the standard you wish it were — we should talk. Not a pitch. A diagnostic conversation about what your organization actually needs.

Start a Conversation →

EMI Strategic Marketing · Boston · Est. 1993