Taking Stock of Your Success for 30+ Years

The financial services industry is in a state of disruption. Capitalizing on this opportunity requires big thinking and a willingness to stay one step ahead.

Established in 1990, our Financial Services practice group delivers strong results for companies no matter the life stage, from the biggest names to up-and-comers and everything in between. We have deep expertise reaching both B2B and B2C audiences, translating complex business opportunities into compelling stories and strategic campaigns that resonate with stakeholders.


Working With Bliss

Fluent in Financial Services

From M&A to ETF, we speak your language and the language of your clients.

Responsible Risk Takers

Executive Signals is an audience intelligence platform that analyzes executives’ online conversations. Gauge relevance of key trends and topics and track how interest changes over time.

Focus on Financial Media

What do your customers want? How do they feel about your brand? What messages resonate? Ask and get answers in 2 days (or less). 

Financial Content That Performs

Thought leadership that reflects where the industry is going and smart content for the entire wealth spectrum.

3, 2, 1 Launch

Whether you’re launching a major event or a new financial product, we’ve got the experience and ideas to support a successful takeoff.


Sectors We Work With

  • Personal Finance, Asset & Wealth Management
  • Brokerage
  • Commercial Banking
  • Corporate Finance
  • Fintech

 

  • Hedge Funds
  • Insurance
  • Investment Banking
  • Private Equity & Venture Capital
  • Retirement

Client Testimonials

Bliss is a team I know I can call on night or day, with a problem large or small, and they’ll address it in a straightforward, honest way. In fact, they feel more like an extension of my own team than a seperate agency. The level of client service Bliss offers is unmatached; I always say that there is no way this team has any other accounts because of the dedication they show to mine.

Ashlyn Delson
Vice President of Corporate Marketing, Berkadia 

In my roles at Metlife, Fidelity and AIG, Bliss was my communications partner-of-choice. I brought them to each organization because of their smarts, results-focus and ability to work collaboratively with the internal team and other agencies. They were truly an extension of my team. They’re loyal, tenacious, smart, collaborative, creative – and they know the financial services landscape and media. I would hire them again in a heartbeat.

Joe Madden
Former Bliss Client

Our Expertise

Established in 1990, our Financial Services practice group delivers strong results for some of the biggest names in retirement, insurance, investing, banking, private equity and fintech.

We have deep expertise reaching both B2B and B2C audiences, with an innate ability to package complex business opportunities into strategic thought leadership campaigns that resonate with stakeholders.