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

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.
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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.
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June 25, 2019 in CCG Financial Marketing Blog

Build a Financial Content Marketing Strategy Around the Buyer’s Journey

Content may be king, but only if you do it right. Leveraging the consumer decision process can help you create relevance that resonates with your customers and leads to greater engagement, loyalty and profitability.
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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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