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Financial Services

65% of people say they spend more time and energy managing their money today than ever before. If you’re looking to streamline and simplify communications with your customers, partners, members, or investors, Roberts can help. Not only do we know the difference between DDAs, IRAs, and ETFs, we’re always focused on your marketing ROI.

Branding a Credit Union to Beat the Banks
Branding a Credit Union to Beat the Banks
How MasterCard Markets Back-End Processing with Pizzazz
How MasterCard Markets Back-End Processing with Pizzazz
A New Selling Strategy for Ameriprise
A New Selling Strategy for Ameriprise
Surprise your competition. Delight your customers. Talk to Roberts >

One of Walt Roberts’ first clients was Citibank. Since then it’s been one successful relationship after another with MasterCard, Ameriprise, KeyBank, HSBC, and several fast-growing credit unions. Put our team of financial services marketing professionals in your corner.

Contact us >
  • HNP Capital
  • M&T
  • MasterCard Worldwide
  • Ameriprise Financial
  • Citi
  • ESL Federal Credit Union
  • HSBC
  • PNC Bank
  • American Express Financial Advisors
  • Community First Credit Union
  • Print
  • Print
  • Print
ESL Credit Union Emerges as Bank Alternative

When ESL decided to expand its charter and take on the major market banks, they teamed up with Roberts to go straight after the market. A simple new positioning—“It’s banking. Only better.”—set the tone. TV, radio, and print advertising put the message out. And a reimagined branch experience fulfilled the promise.

What changed: In just over five years, unaided brand awareness rose 15 percentage points and ESL membership nearly tripled. And ESL became the market’s number-one place for checking.
  • Print
  • Print
  • Direct Mail
  • Web
Sales Cultivation: Turning a Complex MasterCard Offering into a Must-Have

MasterCard RPPS is an industry leader in electronic bill payment processing, but was struggling to make its business relevancy clear to prospects. A thought leadership event and award-winning print campaign helped translate this complex, low-recognition utility into a meaningful, compelling business asset.

What changed: Over 500 event attendees and 121 qualified leads.
  • Collateral
  • Collateral
  • Collateral
  • Collateral
When Talking Investments, Ameriprise Knows That Family Matters

With more than 10,000 financial advisors across the country, Ameriprise had a well-established selling model. Yet there was more room for growth. Teaming up with Roberts, Ameriprise rolled out a “Generations” selling strategy that encouraged advisors to engage with parents and children of investors; to understand and help the whole family at whatever life stage they might be.

What changed: We created an interactive sales-enablement presentation series and multiple pieces of collateral, which boosted same-family investment share to record levels.

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