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

July 18, 2017, in CCG Financial Marketing Blog

How to Create an Optimal Email Testing Strategy

Your financial services marketing department has goals and objectives. Email marketing can help you achieve them — especially if your campaigns are based on a strategic email testing plan. Read on for more insights.

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June 19, 2017, in CCG Financial Marketing Blog

Want to improve your email metrics?

Your customers’ inboxes are overflowing with emails. So how can you make sure that your messages stand out and are opened, read and clicked? These tested tips and tricks will help you improve email open rates, click-thrus and profits.

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May 30, 2017, in CCG Financial Marketing Blog

Increase Your Loan Marketing Lists with Alternative Credit Risk Scoring

If you use credit bureau scores to prequalify candidates for your mailing lists, you could be losing 15 percent of your audience. Changing to a custom credit risk score can help rebuild your customer and prospect list, and more.

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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.

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