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

December 17, 2020 in CCG Financial Services Marketing Blog

How to Choose the Right Personal Finance Topics for Your Audience

Research shows that consumers want their banks to deliver relevant content that addresses an interest or need or helps them solve a problem. Learn how to choose the right personal finance topics for your specific audiences for higher engagement and ROI.
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October 16, 2020 in CCG Financial Services Marketing Blog

Personalization Trends in Banking

When banks use data to gain a better understanding of their customers they can quickly personalize messaging to strengthen current relationships and build new ones. We share today’s hottest data-based trends and strategies to help drive your financial marketing personalization tactics.
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August 18, 2020 in CCG Financial Services Marketing Blog

Digital Banking in 2020: Navigating Trends and Transformation Through Strategy

Digital banking strategies went from being a nice-to-have to a must-have practically overnight. In this blog we share digital banking solutions that can help you build trust, engage customers and enhance loyalty during both good times and challenging times.
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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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