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.

The CCG Financial Marketing Blog

June 25, 2018, in CCG Financial Marketing Blog

Financial Services Email Marketing: The Importance of Value-Added Content

See why informational messaging is a best practice for bank email marketing programs and get tips for doing it well. Value-added content is an essential element for any financial services... Read More
April 23, 2018, in CCG Financial Marketing Blog

Mortgage Marketing Strategies to Try Now

The current housing market may be in a state of flux, but consumers still need to borrow money. Try these data-driven mortgage marketing strategies to engage and convert prospects and customers and boost your loan portfolios.

Read More
March 14, 2018, in CCG Financial Marketing Blog

Financial Real Estate News & Statistics

CCG is pleased to share this housing market news, featuring a snapshot of key real estate statistics from our proprietary research. Plus, our financial strategist shares a quick tip on what it all means to lenders.

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