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 22, 2019 in CCG Financial Marketing Blog

2019 Digital Marketing for Financial Services

Banks have more opportunity than ever to interact with their customers. Yet putting a digital strategy in place is often easier said than done. Here are three key digital marketing strategies to focus on for increased engagement, trust and revenue.
Read More
April 9, 2019 in CCG Financial Marketing Blog

Case Study: HELOC Marketing Strategy

See how this bank strategically used data to create highly personalized direct mail to create personal connections — and get results.
Read More
February 1, 2019 in CCG Financial Marketing Blog

Get to Know Mass Affluents’ Digital Banking Habits

What happens when you layer digital preferences on top of mass affluent banking habits? You get wealthy “Generation Digitals.” Learn what makes them tick — and how to win them over.
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?