Financial Marketing Resources (Markets & Strategy)

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

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April 9, 2019 in CCG Financial Marketing Blog, Customer Relationship 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.

January 15, 2019 in CCG Financial Marketing Blog

Financial Real Estate News & Statistics

CCG is pleased to share this housing market news, featuring a snapshot of key real estate statistics from our proprietary research. Plus, our financial strategist shares a quick tip on what it all means to lenders.

December 27, 2018 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.