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

June 16, 2021 in CCG Financial Services Marketing Blog

Is it time to upgrade your financial services digital strategy?

Consumer use of digital channels is growing, but the personal connection in banking has diminished. Evaluating and revising your financial services digital strategy can help you keep up and rebuild relationships.
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April 19, 2021 in CCG Financial Services Marketing Blog

Purchase Mortgage Marketing Strategies & Ideas for Your 2021 Campaigns

With interest rates rising and refinance activity slowing, it’s time to shift gears to purchase mortgages. We share data-driven mortgage marketing strategies to help you engage customers and prospects, generate leads, increase conversions and boost profits.
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February 19, 2021 in CCG Financial Services Marketing Blog

The Complete Guide to Creating Great Financial Content — Consistently

Financial content done well can help position your brand as a trusted advisor, build long-term customer relationships and create the kind of engagement that ultimately grows revenue. These strategies and best practices will help you get there.
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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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