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 15, 2022 in CCG Financial Services Marketing Blog

Best Banking Personalization Strategies for 2022

Most consumers plan to continue the digital banking habits they developed during the pandemic — making it harder to create strong, personal relationships. These data-driven strategies can help you create personalized digital banking experiences that increase engagement, retention and ROI.
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February 16, 2022 in CCG Financial Services Marketing Blog


We layered digital banking preferences on top of generational demographics and mass affluent consumer traits. See what we discovered — plus tips for marketing to the wealthy, digitally savvy customers in this group.
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February 8, 2022 in CCG Financial Services Marketing Blog

What are the 4 types of financial content to focus on in 2022?

An active presence on your customers’ preferred digital formats can build engagement and stronger relationships with your brand. Getting it wrong can mean losing those relationships. We’ll show you how to amp up your presence by leveraging the top four types of financial content in 2022.
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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

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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