Ideas and Insights

Stay connected to the latest financial marketing trends, best practices, tools and tactics. 

Our expert insights cover everything from the essential basics to cutting-edge technologies — everything you need to help grow your customer relationships and boost your bottom line.

Financial Marketing Blog

April 15, 2020 in CCG Financial Services Marketing Blog

6 Strategies to Strengthen Your Refi Marketing Campaigns in 2020

A perfect storm of circumstances is creating mortgage refinance opportunities for financial institutions. To take advantage of this trend — while increasing customer engagement and retention — try these six refinance marketing strategies.
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February 20, 2020 in CCG Financial Services Marketing Blog

How to Create Compelling Financial Services Social Media Content

As a financial marketer, you already know that you need to reach your customers where they are — and that includes a strong brand presence on social media channels. Ensure that your messages stand out with these tips and tactics for creating compelling financial services social media content.
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December 5, 2019 in CCG Financial Services Marketing Blog

Financial Marketing Strategies to Battle Fintech Competition in 2020

The number of fintech companies continues to grow, and consumers are increasingly willing to give them a try. Learn how to stay a step ahead by of the competition with the latest digital strategies, tactics and industry best practices for engaging and retaining customers.
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Creating financial content for the buyer journey

Want to build a stronger connection between your brand and your customers?

See how a strategic content marketing plan can help you increase engagement, acquisition and retention.

Financial Marketing Case Studies

Data + Personalization Drive HELOC Strategy

Integrated Marketing Campaign Exceeds Expectations for New Product Launch

Email Best Practices Yield Higher Open Rates, Profits

Want to interview a financial marketing expert?

To leverage the insights and expertise of CCG’s Chief Financial Strategist Greg Sultan, contact us today.

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