Case Study: PFM Financial achieves higher win rates on competitive bids with Mediafly

PFM Financial Improves Win Rates on Competitive Bids

PFM, an independent financial advisory firm serving governments and non-profits, struggled to differentiate its firm and prove superior value during highly competitive, price‑sensitive contract bids. To shift away from firm‑centric presentations and better address prospect risk aversion, PFM engaged Mediafly for a collaborative on‑site workshop and messaging overhaul.

Mediafly used its CLOSE methodology to build a Value Matrix™ messaging framework and helped PFM create a value‑based presentation deck, provocative infographics, and training on using the framework in proposals and pitches. The Mediafly solution enabled more client‑centric presentations that helped PFM stand out from incumbents and, as a result, improved PFM’s win rates on competitive bids.

PFM

Steve Alexander

Managing Director and Partner