banking & finance

For more than two decades, BoardroomPR has developed significant expertise handling public relations for banks, credit unions, real estate financiers, securities firms, and other professionals in the banking and finance industry. Through timely and consistent public relations and media coverage, financial institutions have enjoyed tremendous visibility and recognition. We provide a mix of business and feature coverage, and thorough interaction with clients to emphasize their messages. In this manner, BoardroomPR has accomplished excellent awareness of these extraordinary businesses.

Notable Florida and national financial clients include City National Bank, BankAtlantic Bancorp (acquired by BB&T), Tropical Financial Credit Union, Regent Bank, and Eastern Financial Florida Credit Union (acquired by SpaceCoast Credit Union). Others in BoardroomPR’s Florida public relations portfolio include Corporate Rescue, BBX Capital, Merrill Lynch, DBS Mass Mutual, and SRF Ventures.

Services offered to our financial clients include traditional media relations featuring their special events, new branches, new products, important deals and financings, executive moves, and new services. BoardroomPR identifies trend stories to include client executives for expert commentary and helps clients produce bylined articles for strategic industry and business journals.

For public companies, BoardroomPR assists with writing and distribution of financial press releases and the publication of the news in top-tier economic and trade publications. We also encourage financial executives to offer their analysis of the economy.

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The DevStar Group has utilized BoardroomPR for most of its public relations initiatives promoting several real estate projects. They have been successful generating exposure in traditional and new media outlets – locally, nationally and in Latin America. They are creative, responsive and are able to execute in a demanding environment.

- George Helmstetter

Principal, The DevStar Group

I have been a client of BoardroomPR for over 20 years. They are the best public relations firm in Florida. They are professional, insightful, intelligent, and have the ability and connections to regularly promote me and my sports and entertainment practice locally, nationally and internationally. Most recently, they were instrumental in having three incredible articles written about me, my sports practice and my attendance at the 2024 Summer Olympics in Paris, where I represented two multiple gold medal and world record holders, U.S. swimmers Caeleb Dressel and Bobby Finke. I couldn’t be more pleased with BoardroomPR and all of their staff. I highly recommend them!

- Alan Fertel

Partner at Weiss Serota Helfman Cole + Bierman

I’ve worked with BoardroomPR for many years. They are an excellent PR firm. BoardroomPR helped brand my first Professional Employer Organization business which was sold for over a billion dollars. Today they are working with us at Congruity HR, our latest Professional Employer Organization company. Julie, Jen and her team are results-driven and a fantastic group to work with.

- Mike Viola

CEO, Congruity HR

Their team is aggressive, smart and results-driven. They deliver media coverage from CNBC to the front pages of the Wall Street Journal. Julie and her team’s energy and enthusiasm to do a great job is unmatched! I highly recommend BoardroomPR!

- Steven Fischler

President, SRF Ventures

My experience with BoardroomPR has been excellent. They are engaged and connected locally and nationally and very consistent about finding opportunities with impact. They have been a fantastic resource even when it comes to technical challenges with some media platforms, which was really above and beyond the scope of our engagement. They are really an invaluable resource. I highly recommend.

- Craig Garcia

President of Capital Partner Mortgage

Many thanks to the more than 60 PR professionals who attended yesterday’s Goldcoast PR Council meeting on AI Tips for PR – and special thanks to the presenters from Boardroom PR: Daniel Benjamin, Mara Gordon and Ashley Kearns.

- Gary Schweikhart

Co-Founder, Goldcoast PR Council

Keyes has partnered with BoardroomPR for over 7 years. We started with them to promote the rebranding of a 93-year-old brokerage that needed publicity as the largest family-owned brokerage in Florida. Don, Eric, and Daniel have been part of our team since then, bringing eyes to our company, leadership, realtors and thought leaders in the industry. Just over a year ago we added their social media management and video creation service, and Veronika has absolutely transformed our platforms.

- Aaron Fisk

Keyes Company

BoardroomPR is a first-class PR firm. They have a strong reputation for professionalism, creativity, and delivering real results. The team is highly skilled, attentive, and dedicated to helping clients achieve their goals while maintaining the highest level of integrity. Their ability to craft compelling stories, build strong relationships, and elevate brands makes them a standout in the industry. It’s clear they genuinely care about the people and organizations they work with, and that commitment shows in the quality of their work. I would highly recommend Todd Templin [BoardroomPR] to anyone looking for a trusted and effective PR firm.

- Ed Easton

Chairman, The Easton Group

When City National Bank was looking for public relations counsel, we wanted to find a firm that took the time to get to know us and what makes us unique. BoardroomPR is that partner– they understand our industry, know the communities we serve and have delivered quality results.

- Eddie Dominguez

Sr. Vice President, City National Bank

The “dot com” industry has been very competitive and Boardroom’s media savvy and persistence cut through the clutter and got our company featured in the national media, including the Nightly Business Report. Boardroom really delivers.

- Anita Buyer

CEO, Setnor Byer Insurance & Risk

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Financial institutions by their very nature have significant news to report. BoardroomPR maintains the flow of communication to the media through a proactive approach to corporate communications and depth of contacts.

The combination of hard-hitting financial news and softer human interest stories creates the right mix to keep businesses in the financial sector top of mind with customers, stakeholders and the community at large.

As part of that connection, BoardroomPR supports financial clients in their community relations. Many institutions and their employees support community causes financially and through volunteer hours at charitable events. We help publicize this involvement through traditional and digital media, including social media.