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

March 14, 2018, in CCG Financial Marketing Blog

Financial Real Estate News & Statistics

Enjoy insider insights with this quick snapshot of key housing market data based on our proprietary research and analysis. Plus, get quick tips on what it all means to lenders.... Read More
February 26, 2018, in CCG Financial Marketing Blog

Using Content to Increase Digital Engagement in Financial Services in 2018

Your customers and prospects will consume your content when and where it’s convenient for them. Find out how to stand out from the competition – and leverage your content to increase digital engagement and boost your bottom line in 2018.

Read More
January 29, 2018, in CCG Financial Marketing Blog

Measuring Financial Services Email Engagement

To truly evaluate customer engagement, you must go beyond opens and click-thrus. We look at seven essential financial email metrics you should be measuring – plus benchmarks to help you gauge your performance.

Read More

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