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

August 10, 2022 in CCG Financial Services Marketing Blog

How do banks and credit unions build loyalty?

From bank rewards programs to building trust and offering financial guidance, we share five top strategies for creating and sustaining customer loyalty (and profitability).
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July 25, 2022 in CCG Financial Services Marketing Blog

Credit Unions, Banks and Interest Rates on the Rise

The increasing interest rate environment impacts banks and credit unions with increased risk of defection for deposit and lending account customers. We share tips and strategies to keep your customers happy, engaged and loyal for the long-term.
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June 16, 2022 in CCG Financial Services Marketing Blog

6 Marketing Tactics for Mortgage Retention and Acquisition in Any Economy

It’s no secret that the real estate market goes boom and bust — and mortgage portfolios tend to go with them. Unfortunately, we’re entering a bust cycle. The good news is, you can use these six mortgage marketing strategies to energize interest in your home loan products.
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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.

Content Optimization

What’s the right content for your audience?

CCG’s Content Topic Optimization ToolTM gives you an objective, data-based way to select the personal finance topics your audiences care about.

Financial Marketing Case Studies

Employees Sitting in a Meeting

PCBB Grabs B2B Leads with CECL Solution

Data + Personalization Drive HELOC Strategy

Integrated Marketing Campaign Exceeds Expectations for New Product Launch

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