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 5, 2019 in CCG Financial 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.
Read More
October 22, 2019 in CCG Financial Marketing Blog

Marketing to Gen Z for Financial Institutions

Even though many Gen Zers are still in school, they’ve already developed behaviors and preferences when it comes to personal finance. Here’s what you need to know to win over this unique and profitable demographic.
Read More
August 13, 2019 in CCG Financial Marketing Blog

3 Steps to Rise Above the Clutter Using Customer Preferences to Create Relevant Content

For your marketing messages to stand out from the hundreds of communications your customers receive every week, you need relevant content. These three tactics will help you create it by uncovering customer needs, interests and preferences.
Read More
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.

Have questions? Not finding what you need?