Pivot Finance is a forward-thinking financial services firm dedicated to providing innovative solutions for businesses and individuals.
As they expanded their team and established a stronger market presence, Pivot Finance recognised the need for a strategic marketing partner to support their growth and effectively communicate their expertise and values to clients.
As our partnership began, we worked closely with Pivot Finance to deliver a comprehensive monthly marketing retainer service. This collaboration has supported their business goals, enhanced their digital presence, and facilitated the seamless transition to an internal marketing manager.
Project Scope within our monthly marketing retainer for Pivot Finance encompassed a wide range of activities, tailored to their evolving needs:
Weekly Collaboration
- We maintained weekly communications with the Pivot Finance team to:
- Discover and highlight live case studies.
- Identify opportunities to amplify their achievements and milestones.
- Ensure our deliverables aligned with their priorities and growth trajectory.
Email Marketing
- We designed and executed email campaigns targeting Pivot Finance’s audience, featuring:
- Success stories and case studies to showcase their expertise.
- Relevant financial insights and updates aligned with industry trends.
- Clear and impactful calls to action to engage existing and prospective clients.
LinkedIn Engagement
- To build their professional network and enhance their industry presence, we managed their LinkedIn activity by:
- Sharing curated and original content.
- Engaging with industry peers and prospective clients through thoughtful interactions.
- Promoting Pivot Finance’s services and team achievements.
Website Updates
One of our latest and most impactful projects for Pivot Finance involved refreshing their existing website. This included:
- Implementing new functionality to improve user experience.
- Introducing graphic design elements aligned with their updated brand guidelines.
- Reflecting the company’s growth and evolving services through modern, dynamic visuals and content.
Public Relations and Media Exposure
- We liaised with publications and PR outlets to secure features and maximise Pivot Finance’s visibility. This ensured their brand and achievements reached a broader audience.

Client Testimonial
“Caroline has supported our business, pivotfinance.co.uk, over the last few years and her support has been invaluable. She can do everything from leading campaigns to a full website refresh. Thank you.” Shahil Kotecha, CEO.
Why Choose Caroline Cox Marketing?
We pride ourselves on being adaptable, proactive, and results-oriented. Our monthly marketing retainer services are designed to evolve alongside your business, ensuring your brand reflects your growth and continues to engage your target audience. Whether you’re looking for consistent marketing support or a transformative project like a website refresh, we have the expertise to deliver.
Explore our retainer services and learn more about how we can help your business grow. Browse our portfolio for examples of successful collaborations and impactful marketing solutions tailored to a variety of industries.