"PR Volt has become an invaluable extension of our marketing efforts. They’ve taken the time to build genuine custodianship of our brand and its voice. Thanks to their expertise and diligence, we’ve secured brand awareness and media mentions in outlets that we never could have gained on our own. Thank you, PR Volt!"
PocketSmith is a global personal finance platform used in more than 190 countries, helping individuals understand where their money is going and where it could take them years into the future.
Despite wide global adoption, breaking into the highly competitive U.S. press landscape had been a long-standing challenge. PocketSmith needed a partner that could provide consistent outreach, a clear strategy, and the operational infrastructure of an in-house PR function. PR Volt delivered that support by becoming the team that PocketSmith otherwise could not staff internally.
The Situation
Before working with PR Volt, PocketSmith faced three primary challenges that made ongoing U.S. PR difficult to sustain:
- As a New Zealand-based company, they had limited visibility into which U.S. journalists were covering relevant fintech, budgeting, and personal finance topics.
- Significant time zone differences made timely reporter responses difficult, and the speed of follow-up often determines whether a story is secured.
- Their lean team had limited capacity for ongoing outreach, making it difficult to sustain consistent PR momentum in a fast-moving market.
Beyond these core issues, PocketSmith also lacked the bandwidth required to plan, execute, and analyze recurring strategic PR campaigns. They knew they needed a structured system to stay active in the U.S. press without increasing headcount or shifting internal focus away from product development and customers. PR Volt became the operational and strategic solution to these constraints.
The Strategy
PocketSmith’s PR program was designed to provide continuous U.S. media activity supported by PR Volt’s AI-driven targeting, strategic planning, and hands-on campaign management. Rather than running sporadic PR bursts, the goal was to implement an ongoing, dependable media engine that sustained visibility throughout the year.
Build a Clear and Repeatable U.S. PR Strategy
PR Volt provided the structured PR framework PocketSmith needed. Each campaign included strategic angles, targeted outreach, optimized timelines, and consistent reporting. This replaced guesswork with a dependable process that guided PocketSmith’s storytelling and positioned their expertise where it mattered most.
Position PocketSmith as a Thought Leader in Personal Finance
PR Volt focused on PocketSmith’s unique strengths in future forecasting, financial visibility, and household budgeting. By highlighting their mission and expertise rather than product features alone, PR Volt developed pitches that resonated with personal finance, tech, and consumer reporters who are constantly seeking knowledgeable sources. This shifted PocketSmith from a global software brand to a credible voice within the U.S. financial conversation.
Expand Output Without Expanding the Team
PR Volt became PocketSmith’s PR department, delivering consistent outreach, media monitoring, journalist targeting, and campaign execution without requiring the company to add internal staff. This allowed PocketSmith to remain lean while still operating with the capabilities of a fully staffed PR function. The partnership created operational efficiency and a level of PR output that would have otherwise been out of reach.
Close the Time Zone Gap With Continuous Outreach
PR Volt ensured that PocketSmith’s outreach and follow-ups reached U.S. reporters at the right times. This eliminated the delays caused by opposite working hours and kept PocketSmith competitive in a landscape where rapid journalist response is essential. The program maintained steady activity and ensured no opportunities were missed due to geography.
The Results
PocketSmith gained a strengthened and consistent presence in the U.S. press, supported by a structured PR system that matched the pace of the American news cycle. Over the course of 16 months, the company secured 88 media placements and reached more than 8.3 million readers, increasing visibility across personal finance and technology outlets. They also saw a rise in thought leadership opportunities that reinforced their credibility as a global financial wellness brand. The partnership allowed them to stay top of mind with journalists, respond quickly to timely themes, and participate in conversations that shape consumer budgeting behavior in the U.S.
PR Volt also provided PocketSmith with the operational lift they needed. Instead of trying to manage PR from New Zealand with limited resources, they now have a full-scale PR engine working on their behalf — one that delivered consistent outreach, strategic targeting, and reliable follow-through. This resulted in stronger alignment with U.S. media needs and a level of sustained PR momentum that had previously been out of reach.
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