Financial Services

O’Neill and Associates is proud to have helped commercial banks, asset management firms, insurers, financial advisory groups and private equity firms achieve their government relations, communications and marketing goals. We can help you through a multitude of services we provide in our federal relations, state and local government relations and public relations practices.

Below are some success stories from our work in the financial sector

American Corrective Counseling Services (ACCS) 

Based in San Clemente, California, American Corrective Counseling Services (ACCS) is one of the largest private contractors in the United States for prosecuting attorneys conducting bad check diversion programs. The program depends on cooperation and support from district attorney’s offices and from public and private sector resources. ACCS was largely unknown in the New England area and lacked this needed cooperation with the DA’s offices throughout the commonwealth of Massachusetts as well as with local merchants. In an effort to secure new business for ACCS, O’Neill and Associates embarked on a government relations and marketing campaign to reach out to government officials in many of Massachusetts’ District Attorney offices on behalf of ACCS. O’Neill and Associates also provided relationship marketing services targeting major local and national New England-based merchants whom O’Neill and Associates identified as having potential interest in ACCS’s programs. Through its government relations services, O’Neill and Associates made introductions between ACCS and District Attorney’s offices across Massachusetts and aided ACCS in successfully beating out competitors to implement bad check programs in two of Massachusetts’ largest counties, Middlesex and Suffolk. As the work together continues, ACCS and O’Neill and Associates expect other county District Attorney’s offices to follow suit and implement ACCS’s services as well.

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Baystate Financial Services 

O’Neill and Associates was retained in 2010 by Baystate Financial Services, one of New England’s oldest and largest privately-owned financial institutions, to elevate the overall profile and successes of the firm and solidify Baystate Financial and Baystate Wealth Management as centers of thought leadership in the financial services sector. O’Neill and Associates launched a multifaceted public relations campaign, which involved crafting messaging, developing a comprehensive media relations campaign and implementing an internal communications strategy. O’Neill and Associates also identified events and speaking opportunities for senior leadership and worked to expand the company’s philanthropic arm, Baystate Charitable Foundation, by developing a more long-term and strategic approach to its operation. As a result of the efforts of O’Neill and Associates, the profile of the company and its management has been elevated and a number of successes for Baystate have been achieved, including awards such as the Boston Business Journal’s Most Admired CEO and the Boston Business Journal’s Best Places to Work. Baystate has been featured in a number of local, regional and national media outlets, such as Boston Globe, Boston Business Journal, Boston Herald, National Journal, NECN, Fox 25, Financial Advisor Magazine, Financial Magazine, MetroWest Daily News, Worcester Telegram and Gazette, Worcester Business Journal, Providence Business News, Maine Ahead, Wakefield Observer, DailyFinance.com, and a variety of AOL Patch online outlets.

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International Investment Firm 

O’Neill and Associates’ supported a Boston-based international investment firm that came under the scrutiny of the U.S. Department of Justice for possible tax law violations. O’Neill and Associates provided strategic reputation management and litigation support to the investment firm’s principal and outside counsel. To date, because of these efforts, the investment firm’s reputation has not suffered and the company has been able to operate without interruption. 

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Natixis Global Asset Management 

O’Neill and Associates provided an integrated communications and public affairs campaign designed to build the corporate image of Natixis in Boston and New England among industry peers, media, business and political communities and the general public, enhance the public profile of Natixis executives within the Boston business community and establish key Natixis executives as thought and community leaders within Greater Boston.

The communications campaign included the facilitation of a messaging workshop to inform overall campaign strategy and direct proactive media outreach and deskside briefings with reporters. In addition, O’Neill and Associates created and successfully placed op-ed pieces and bylined articles authored by Natixis executives on topics such as regional economic development and corporate governance. The O’Neill and Associates team also created and continues to oversee a Natixis-sponsored breakfast series of panel discussions on important economic development and public policy topics.
 

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Santander (formerly Sovereign Bank) 

After helping this Philadelphia bank win 281 New England bank branches via the largest divestiture in U.S. banking history, O’Neill and Associates executed a successful campaign to create a positive identity for the bank with New England community groups, non-profit agencies, elected officials, corporate leaders and the public.

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Contact O'Neill and Associates to learn more about our industry expertise.


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O’Neill and Associates is proud to have helped commercial banks, asset management firms, insurers, financial advisory groups and private equity firms achieve their government relations, communications and marketing goals. We can help you through a multitude of services we provide in our federal relations, state and local government relations and public relations practices.