Wilmington Trust:

Forecasting Visibility – Helping Wilmington Trust Stand Out in a Saturated Market

The Challenge

Wilmington Trust, the asset and wealth management arm of M&T Bank, sought to elevate the visibility of its investment team among institutional and high- and ultra-high-net-worth clients. Its annual Capital Markets Forecast offered a strong platform for showcasing thought leadership. However, the landscape had grown increasingly crowded, with many financial institutions amplifying their own market outlooks post-pandemic. Wilmington Trust needed a way to break through the noise, extend the life of its forecast, and create more meaningful engagement with media and target audiences.

The Solution

Wilmington Trust partnered with Peppercomm to rethink the launch strategy and maximize impact. The team introduced a two-phase approach.

The first phase was a soft launch timed to coincide with the peak release window for market outlooks. This included a press release and a virtual media tour featuring key voices from the investment team, helping establish an early presence in the conversation.

The second phase focused on deeper engagement. An in-person media event, hosted by Tony Roth, was able to create an opportunity to build relationships with top-tier journalists and bring the forecast insights to life. This approach extended the relevance of the report and positioned Wilmington Trust’s experts as accessible, credible voices in a crowded field.

The Result

We secured 14 reporters to attend the Capital Markets Forecast 2023 in person event—a remarkable accomplishment considering the media were inundated with outlooks, as well as the post-pandemic caution.
Guests included some of the most influential financial media outlets including CNBC, Fox Business, Bloomberg, Barron’s and USA Today.

Subsequent coverage resulted in 27 articles in top-tier media along with nine broadcast/radio appearances for a total of nearly 1.4 billion impressions. Print/online coverage included leadership quotes in the New York Times, Wall Street Journal, MarketWatch, The Atlantic, Bloomberg, Politico, CNBC, Fox Business, Barron’s, INSIDER, MSN and Fortune.

Broadcast coverage included feature-length interviews at some of the world’s top financial markets programs including CNBC, Nasdaq Trade Talks, Bloomberg TV and Bloomberg Radio.

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