HAL Highlights September Edition: Strengthening Partnerships

HAL Highlights September Edition: Strengthening Partnerships

Welcome to the September Edition of HAL Highlights!

As we enter the year's final quarter, it’s an ideal time to reflect on our progress and gear up for the exciting opportunities in the months ahead. The coming months promise new growth for several new fintech and AI firms we are starting to work with and step changes with significant news for several existing customers.

Also, this newsletter edition showcases an updated free resources library for business owners and founders, which is now accessible in our refreshed resources library on the HAL website.

In addition, you’ll read about a team event in September, where we joined forces with the BB Merchant Services team in Cardiff and The Prince's Trust to raise money for the charity and support disadvantaged young people.

Finally, the HAL team of James Yerkess and Mark Bolton hosted a LinkedIn Live event which focused on the rapidly increasing influence of artificial intelligence (AI) on the investment management industry.

What to Expect from This Month’s Newsletter

At HAL Partners s, our commitment to supporting business owners and new founders remains strong and growing by the month. This is also reflected in our ongoing membership of the Shropshire Chamber of Commerce. Our team attends events across the North West region, ensuring we deliver against our commitment to support local businesses and business owners and those across the wider UK. As a result, we a re pleased to help several businesses in Shropshire with content marketing support and social media strategy.

Plus, we’ll share exciting news from our visit to BB Merchant Services in partnership with The King's Trust , and give you a glimpse into the upcoming Worldpay -hosted gala dinner, where BB Merchant Services is proudly the headline sponsor. The HAL content marketing and social media team works closely with both organisations on UK-wide marketing campaigns to promote and advertise the event.

Also, the HAL content marketing and social media team produced a video for @Oracle and Marvin Labs as part of the GAIN Global AI Summit in Riyadh in September. This prestigious event hosted technology and AI innovation leaders from around the world. The summit addressed the role of governments in harnessing AI's potential to drive economic growth, national interest, and societal progress. Also, how strategic approaches to AI, talent development, and the importance of addressing digital divides to ensure fair access.

Finally, watch the recent HAL LinkedIn Live event, which dives into how AI has transformed key functions like data analytics, risk management, and client services while exploring the collaboration between humans and AI, ethical concerns, and the strategic approaches CIOs can take in leveraging AI for their organisations.


Looking Back on September

2024 continues to be a transformative year for HAL Partners, marked by growth and new partnerships. Let’s take a moment to look back at some of the key milestones and themes that shaped September:

  • New Articles and Guides: We released several new articles and guides in September. These new articles and guides provide actionable insights for business owners on social media marketing, hiring non-executive director roles and new AI research tools

  • Supporting the Prince's Trust: Our team joined forces with the BB Merchant Services team headquartered in Cardiff earlier this month. This trip strengthened our marketing collaboration and underscored the importance of partnership in driving shared success. Following filming a new corporate video for BB Merchant Services, we enjoyed a walk to the Four Waterfalls Walk in the Brecon Beacons, reminding us of the resilience and adaptability businesses need to thrive.
  • Global AI Summit: The fintech landscape continues to evolve rapidly, with AI leading the charge. In this edition, we highlight key investments in AI-powered solutions shaping the future of financial services and payment platforms. The HAL content marketing and social media team produced a video for Oracle and Marvin Labs as part of the GAIN Global AI Summit in Riyadh in September.
  • LinkedIn Live Event: Explore how AI drives innovation in data analytics, portfolio management, and customer engagement and what this means for the future of investment management. Also, how industry professionals can effectively work with AI to enhance decision-making processes while addressing key ethical concerns such as bias, transparency, and data privacy. Finally, actionable advice for CIOs to identify high-impact AI use cases, manage adoption with minimal resistance, and ensure alignment with technical teams.
  • Updated Free Resources Library for Business Owners and Founders: An updated resources library for business owners and founders is now accessible on the HAL website.


Explore Our Latest Industry Articles


Understanding What is a NED?

What is a NED?

The evolving role of Non-Executive Directors (NEDs) cannot be understated.

By offering external perspectives, NEDs help shape long-term strategies, manage risk, and ensure strong corporate governance, aligning decisions with stakeholder interests. It’s not just about advice. It’s about driving sustainable success.

At a time when businesses need to navigate increasingly complex environments, the value of a well-appointed NED is clear. From SMEs to large enterprises, the addition of an independent advisor can truly elevate a company’s trajectory, ensuring robust decision-making and future-proof strategies.

Their ability to bring independent oversight, strategic vision, and mentorship is transforming businesses across industries.

Read the full article here

Also, read NED perspectives from James Yerkess:


The Complete Guide to a Winning Go-To-Market Strategy

Unlock the Power of a Winning Go-to-Market Strategy.

A well-executed Go-to-Market (GTM) strategy is the cornerstone of any successful product or service launch.

Here’s how to ensure your strategy is comprehensive and effective:

  • Identify Your Target Audience:
  • Develop a Strong Value Proposition:
  • Position Your Product Correctly:
  • Select the Right Pricing Strategy:
  • Choose Optimal Distribution Channels:
  • Execute a Targeted Marketing & Sales Plan

A well-structured GTM strategy not only minimises risks but also maximises your chances of capturing market share and driving growth.

Whether you’re launching a new product or entering a new market, the right strategy can be the difference between just entering the market and thriving in it.

Read the full article here


HAL Partners: New Articles and Case Studies

We’ve added several new and older revised case studies and articles to our website this month. These resources provide both early-stage and established firms with the insights needed to address today’s business challenges.

Our case studies showcase real-world examples of how HAL Partners has helped businesses streamline their operations, reduce costs, and position themselves for long-term growth. Meanwhile, our thought-leadership articles focus on key trends such as scaling strategies, digital transformation, and the importance of expert advisory services.

Featured Articles Include:

Explore these resources and more on our website .


The Shropshire Chamber of Commerce Plans

Last month, we proudly joined the Shropshire Chamber of Commerce , marking an exciting new chapter for HAL Partners. Over the next year, we are looking forward to expanding our regional presence by attending various expos and workshops, including our upcoming participation in October’s Shrewsbury Town FC FC Business Expo.

Ben Leahy and Ben Yerkess will continue representing HAL at events, leveraging our marketing expertise and industry connections to help local businesses. With our new offices in Shropshire, we’re excited to meet more local entrepreneurs and establish HAL Partners as a trusted ally in the community.

If you're attending the Expo, please stop by our stall, we’d love to connect and discuss how we can support your business!

Shropshire Chamber of Commerce

Prince's Trust: A Walk for Charity with BB Merchant Services in Cardiff?

Our recent visit to BB Merchant Services in Cardiff involved a charity walk for the Prince's Trust charity. As BB Merchant Services continues to reduce payment processing fees and improve merchant services, we’re working together to market these benefits to a broader client base across the UK, the US, Europe and Australia.

During the charity walk and business presentations, the HAL team outlined future video projects to enhance the BB Merchant Services offering, ensuring clients in the financial services space can better optimise their payment systems while driving down costs.

In addition, the HAL team is delighted to be producing UK-wide marketing for an upcoming gala dinner hosted by Worldpay, where BB Merchant Services will be the headline sponsor. The event, supporting The Prince’s Trust, will unite industry leaders to celebrate innovation and showcase the value of collaboration in driving meaningful change. Marketing campaigns include all social media channels, video production and materials for the event itself.

After a productive day of marketing planning work, we took a moment to reflect and recharge with a walk through the stunning Four Waterfalls in the Brecon Beacons, a perfect reminder of the resilience and adaptability needed in both business and life.

The HAL team
The BB Merchant Services team

Global AI Summit in Riyadh

The AI industry continues to showcase its resilience and innovation, with major developments demonstrating how AI is transforming financial management and investment. For example, the HAL team were closely involved in working with 甲骨文 and Marvin Labs to produce a video promoting AI innovation at the Global AI Summit in Riyadh. Our partnership with Oracle and Marvin Labs goes from strength to strength.

In addition, HAL continues to support a wide range of other AI-orientated start-up businesses, driving key language model developments and the practical application of AI in the workplace.

A short wrap-up on wider AI-orientated industry news.

  1. A US-based financial platform for SMEs has recently secured $200M in funding (equity & debt) to expand its AI-driven business payments platform. This significant investment underscores the pivotal role AI is playing in shaping the future of business payments.
  2. Swedish fintech, Savr , is scaling its equity trading services with fresh backing from Incore Invest, highlighting the growing demand for AI-powered trading platforms.
  3. The Finovate Awards 2024 spotlighted breakthroughs in payments and embedded finance, further illustrating how fintech is reshaping the global financial landscape.

These innovations are driving efficiency, expanding access to underserved markets, and paving the way for sustainable growth in financial services.

Global AI Summit in Riyadh

LinkedIn Live Event

This LinkedIn Live event focuses on the rapidly increasing influence of Artificial Intelligence (AI) in the investment management industry. The session will dive into how AI transforms key functions like data analytics, risk management, and client services while exploring the collaboration between humans and AI, ethical concerns, and the strategic approaches CIOs can take in leveraging AI for their organisations.

AI is reshaping the landscape of investment management by driving greater efficiency, accuracy, and client satisfaction. However, its adoption also comes with ethical considerations and potential barriers. Firms that successfully integrate AI will be better positioned for long-term success, while those hesitant may need help to remain competitive. This event will provide practical insights for navigating AI implementation and overcoming challenges, making it essential for industry leaders looking to stay ahead.

Hear the perspectives from industry-leading experts by watching the HAL video link below.

LinkedIn Live


LinkedIn Live Event

Join Us at the Shropshire Chamber of Commerce Business Expo in October

We are pleased to confirm that HAL Partners will be attending the Shropshire Chamber of Commerce Business Expo on 17th October, held at Shrewsbury Town FC from 10 AM to 1 PM. This event presents an opportunity for us to engage with local businesses, share our expertise, and discuss the latest trends in marketing, business strategy, and financial solutions.

As we continue expanding our presence in the region, we look forward to strengthening ties within the business community and exploring potential collaborations. We hope this event will further enhance our understanding of the challenges businesses face and allow us to contribute meaningfully to the region's growth.

Look out for next month’s newsletter, where we will share highlights, insights, and photos from the event.


Looking Ahead?& Bringing it All Together

As we move into the final quarter of 2024, HAL Partners continues to support business owners and founders with business plans, content marketing and go-to-market strategies. This month has been dynamic in supporting content marketing events worldwide, marked by significant milestones like our specialised marketing work with BB Merchant Services, Oracle and Marvin Labs.

With an updated resources library on our website, we’re offering even more actionable insights to business owners and founders to help you tackle challenges, enhance operational efficiency, and unlock growth opportunities. The advancements in AI-powered fintech solutions highlighted in this issue only add to the momentum driving businesses forward.

Our recent visit to BB Merchant Services and the upcoming Worldpay-hosted gala dinner, where BB Merchant Services is the headline sponsor supporting The Prince’s Trust, is a key milestone in our work with UK-wide marketing projects and the impact it can have across industries. We are excited to be part of this journey, helping to drive innovation while contributing to meaningful causes.

Stay tuned for a follow-up video to our recent LinkedIn Live event exploring how AI drives innovation in data analytics, portfolio management, and customer engagement and what this means for the future of investment management. Also, watch out for an upcoming LinkedIn Live event covering payment processing costs and how small business owners can save money on them.

As we look to the future, we remain committed to helping small business owners and founders tackle problems and unlock growth opportunities. Also, leverage our exclusive networks and content marketing to improve their storytelling marketing and new sales growth.

Thank you for being involved in the HAL Partners' growth journey.

Warm regards,?

The HAL Partners Team?

www.halpartners.co.uk ?

We look forward to seeing you at the expo! ??

James Yerkess

Head of Marketing and Senior Business Advisor | Helping firms to grow their brand and cut merchant services costs.| Top Voice on LinkedIn

1 个月

Lots of great free resources and guides ??

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