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Maximize your customer relationships and profits with the industry’s top financial marketing experts.

We bring extensive experience to our financial services clients, having worked with dozens of the top 100 financial institutions in the U.S. across multiple products and objectives. Our team of financial marketing consultants and bank marketing experts strategically incorporate financial marketing best practices with the latest industry trends to continuously improve your ROI. We help you:

  • Increase revenues from cross-selling, low-risk lending, overall transactions and more
  • Grow deposits, plus mass-affluent and high net worth business
  • Leverage data to identify strategically-beneficial loans and other opportunities for customers
  • Keep your financial customers engaged with relevant and insightful content
  • Maximize customer retention to help your financial institution focus on growth

Schedule a complimentary consultation today and see what a group of highly-skilled, customer-centric financial marketing experts can do to boost your bottom line.

[We] want to reiterate how impressed [we were] with your team last week. Fantastic results. I’m also extremely appreciative of the time you took after the meetings and all of your preparations that week to sit down with me and discuss the other issues we spoke of. As with the larger team meeting, our conversation exceeded my expectations. I thank you sincerely.

Stephen R.
VP of Market Development, national credit card issuer read more

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.

Our financial marketing experts have helped 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. Our financial marketing consultants will work with you to create a solution that maximizes acquisition, long-term loyalty and retention.

We are bank marketing experts — and 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.
  • Code for dynamic and variable content to create relevant, highly personalized emails.
  • Lead our customers to use cutting-edge digital best practices, such as mobile-first responsive design and ADA compliance.
  • Deploy email through multiple email marketing platforms, including Oracle’s Responsys, Epsilon Harmony and Salesforce marketing cloud.

Capture Customer Attention with Video Marketing

In an attention-starved world, video is an effective way to engage your audience, get your message through and encourage action. We can help you take advantage of the opportunities.

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The CCG Financial Marketing Blog

December 2, 2022 in CCG Financial Services Marketing Blog

8 Ways to Grow Trust in Banking Through Customer Relationship Marketing

Want stronger engagement, retention and profits from your financial services customers? Focus on growing trust in banking with these customer relationship marketing strategies that go beyond transactions.
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October 7, 2022 in CCG Financial Services Marketing Blog, CCG Retail Marketing Blog

The Marketer’s Guide to Email Accessibility

Billions of people with disabilities have difficulty engaging with traditionally designed and coded emails. These email accessibility best practices can help improve their experience — and your email performance.
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August 10, 2022 in CCG Financial Services Marketing Blog

How do banks and credit unions build loyalty?

From bank rewards programs to building trust and offering financial guidance, we share five top strategies for creating and sustaining customer loyalty (and profitability).
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Increase Engagement & Profits with Visual Content

From video and infographics to interactive emails and animated charts, visual content in all its forms can make your marketing more appealing and more effective than ever.

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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.

Data + Personalization Drive HELOC Strategy

Integrated Marketing Campaign Exceeds Expectations for New Product Launch

Email Best Practices Yield Higher Open Rates, Profits