Financial services whitepaper

Coeo’s sales team needed collateral to help them land data platform contracts within the financial services sector.

We decided that a whitepaper would be a perfect piece of cornerstone content for an upcoming campaign.

First, I worked with the sales team to identify key customer pain points and relevant services. I then researched and created a whitepaper draft, speaking to in-house data platform experts to ensure accurate information. Once the content was approved, I liaised with a graphic design agency to create the finished product.

Not only did the whitepaper form the basis of a successful marketing campaign, but it also became an important sales asset.