Focus on Financial Marketing

CCG brings extensive experience to our financial customers, having worked with dozens of the top 100 financial institutions in the U.S. across multiple products and objectives. Our team has the pulse on the latest industry trends and financial marketing best practices to help you maximize your customer relationships and improve your ROI.

Financial Marketing Expertise

Since 1977, CCG has helped financial institutions across the country increase their bottom line. Product, channel, format, audience — you name it, we have the expertise.

We’ve helped our financial clients meet high level goals and objectives, including:
  • Increase cross-sell ratios
  • Grow deposits
  • Increase fee income
  • Increase lending to low-risk customers
  • Manage CRA
  • Grow mass affluent business
  • Grow high net worth business
  • Increase transactions

Financial Marketing Challenges & Solutions

Wherever your company is, you’re likely facing specific challenges. We’ll work with you to create a solution that maximizes acquisition, long-term loyalty and retention.

We are customer-centric problem solvers. Here’s a rundown of marketing solutions we’ve provided to our financial clients:

  • Create custom content to improve cross-sell and retention — and keep customers engaged as they move through their buying process.
  • Improve acquisition with direct mail by providing strategy, acquiring lists, segmenting data, developing creative and overseeing production.
  • Develop unique pre-mover lists that identify homeowners before they move.
  • Identify specific data to help identify consumers who could benefit from a refinance. Our data includes mortgage information such as current loan amounts, rates and terms.
  • Create relevant, actionable content for blogs, newsletters, direct mail, emails and websites.
  • Develop a proprietary segmentation tool to help manage line of credit portfolios like HELOCs and credit cards.

The CCG Financial Marketing Blog

November 28, 2017, in CCG Financial Marketing Blog

Creating Content Consistently in Financial Marketing

Creating content consistently is key to keeping your current and future customers engaged and your brand top-of-mind. These tips and tools will fuel your financial content marketing funnel for the long-term.

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October 30, 2017, in CCG Financial Marketing Blog

Proving the Importance of Content Marketing for Financial Services

You’ve seen how content marketing can lead to higher engagement, acquisition, retention and profits. Here’s how to sell your boss on content marketing and prove its value to your financial institution.

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September 27, 2017, in CCG Financial Marketing Blog

Leverage Your Data to Boost Home Equity Marketing ROI

If your home equity marketing campaigns aren’t performing up to par, the solution could be as close as your database. We share insights on specific data points to leverage so you can deliver the right message to the right audience.

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Financial Marketing Case Studies

Our success is determined by our clients’ success. See for yourself how we’ve helped our clients overcome challenges, solve problems, achieve objectives and improve their bottom line.

Content Survey Insights Refine Content Relevance — and Double the Clicks

Email Boosts Engagement

Financial services client sees lift in email performance, customers.

Direct Mail Delivers Triple-Digit Increase