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, 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

See what a group of highly-skilled, customer-centric financial marketing experts can do to boost your bottom line.

You guys are among the best we work with.

Jeff B.First Vice President, Internet Portfolio Marketing, national mortgage company

[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

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.

The CCG Financial Marketing Blog

August 10, 2021 in CCG Financial Services Marketing Blog

Value-Added Content Marketing: Stats, Facts and 10 Best Practices

Chances are, you’re doing content marketing. But are you doing the kind that really engages customers, enhances your reputation, increases profits — and wins budget approval year after year?
Read More
June 16, 2021 in CCG Financial Services Marketing Blog

Is it time to upgrade your financial services digital strategy?

Consumer use of digital channels is growing, but the personal connection in banking has diminished. Evaluating and revising your financial services digital strategy can help you keep up and rebuild relationships.
Read More
April 19, 2021 in CCG Financial Services Marketing Blog

Purchase Mortgage Marketing Strategies & Ideas for Your 2021 Campaigns

With interest rates rising and refinance activity slowing, it’s time to shift gears to purchase mortgages. We share data-driven mortgage marketing strategies to help you engage customers and prospects, generate leads, increase conversions and boost profits.
Read More

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.

Learn 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.

Data + Personalization Drive HELOC Strategy

Integrated Marketing Campaign Exceeds Expectations for New Product Launch

Email Best Practices Yield Higher Open Rates, Profits