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

February 3, 2017, in Financial Marketing & Services Blog

Is it time to reassess your financial marketing metrics?

Focus on these key areas to increase customer engagement and ROI in 2017. Before diving head first into a new year of financial marketing campaigns, consider taking some time to review which strategies worked (and…

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October 28, 2016, in Financial Marketing & Services Blog

Getting to Know You: The Mass Affluent Digitals

See what makes this unique group tick — and how to win them over. You know about the mass affluent. You know about Baby Boomers, Generation X and Millennials. But what happens when you layer…

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August 11, 2016, in Financial Marketing & Services Blog

Connect the Bricks and the Clicks to Drive Customer Engagement

How does your loyalty program stack up? Is it reaching its full potential and delivering all it can in terms of customer retention, advocacy — and profits? Find out in minutes by taking CCG’s loyalty…

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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.

Email Boosts Engagement

Financial services client sees lift in email performance, customers.

Direct Mail Delivers Triple-Digit Increase

Direct Mail + B2B = A Winning Formula