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

February 3, 2017, in Financial Marketing & Services Blog

Is it time to reassess your financial marketing metrics?

Focus on these key areas to increase customer engagement and ROI in 2017. Before diving head first into a new year of financial marketing campaigns, consider taking some time to review which strategies worked (and…

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October 28, 2016, in Financial Marketing & Services Blog

Getting to Know You: The Mass Affluent Digitals

See what makes this unique group tick — and how to win them over. You know about the mass affluent. You know about Baby Boomers, Generation X and Millennials. But what happens when you layer…

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August 11, 2016, in Financial Marketing & Services Blog

Connect the Bricks and the Clicks to Drive Customer Engagement

How does your loyalty program stack up? Is it reaching its full potential and delivering all it can in terms of customer retention, advocacy — and profits? Find out in minutes by taking CCG’s loyalty…

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Financial Marketing Case Studies

Email Boosts Engagement

Financial services client sees lift in email performance, customers.

Direct Mail Delivers Triple-Digit Increase

Direct Mail + B2B = A Winning Formula

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

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