Skip to main content

Financial Marketing Solutions & Services

Consulting | Analytics | Implementation

Boost your customer profits with a suite of expert financial marketing solutions.

Our financial marketing services are organized into three functional areas, creating a synergy that helps your company with:

  • Consulting on financial marketing solutions for banks and other financial institutions
  • Implementation to help support and compliment your existing marketing team
  • Analytics to identify new revenue opportunities and measure the success of your efforts

We can help with everything from strategy, data analysis, digital and interactive content. You name it, we’ve done it.

Learn More

We selected CCG from 27 marketing consultants, and CCG came out head and shoulders above the other two final presenters.

Rob M.
VP of Sales and Marketing read more

Strategy Development

Financial Marketing Strategy

Our customer-centric approach to financial services marketing is based on proven strategies that engage customers and increase ROI.

Our deep understanding of the consumer buying process in the financial services sector is what sets us apart — and drives our innovative solutions that increase customer acquisition, activation, engagement and retention.

Customer Data, Analytics & Research

Financial Marketing Services: Customer Data, Analytics & Research

CCG can help with virtually every facet of analytics and multi-sourced data to provide actionable solutions to maximize your ROI. Our analytics services are designed to provide unique and valuable insights into your customers to drive your customer-centric tactics to new levels. Our financial marketing services combine new techniques, tried-and-true best practices and innovative ideas to develop the best solution for your needs.

Customer Data, Analytics & Research Services

  • Segmentation and cluster analysis
  • HELOC portfolio segmentation
  • Mortgage refinance targeting
  • Mortgage purchase targeting
  • Modeling, including predictive, look-alike and regressive modeling (e.g., decision trees)
  • Factor analysis
  • Customer scoring
  • Email reporting and industry benchmarks
  • Marketing performance analysis
  • Qualitative and quantitative customer research
  • Testing design and analysis
  • KPI benchmarking and reporting
  • Database analysis and mining
  • Data sources
    • County recorder data
    • Estimated home value data
    • Pre-mover data
    • Demographic data
Technology Sourcing & Implementation

Financial Marketing Services: Digital & Interactive

At CCG, we code and deploy emails for several of the largest financial institutions in the United States. In fact, if you took all the emails that we deployed last year alone, they’d cover a trail from Southern California to the tip of Maine.

Our talented team of designers and production specialists work with multiple email marketing platforms, including Oracle’s Responsys, Epsilon Harmony and Salesforce marketing cloud (formerly ExactTarget). They are experts in mobile-first responsive design, and coding for dynamic and variable content. (Click here to see how we helped one client develop a trigger program with six templates and more than 385 possible customization versions.)

Our financial marketing solutions include cutting-edge digital trends and best practices that improve customer engagement and increase retention, including design for ADA compliance. All designed to boost your bottom line.

Digital & Interactive Services

  • Information architecture and wire framing
  • Mobile-first responsive design
  • Email deployment using Oracle’s Responsys, Epsilon Harmony and Salesforce Marketing Cloud (formerly ExactTarget) platforms
  • Strategic use of customization, segmentation, and dynamic and variable content for targeted and personalized messaging
  • Experience design, including ADA compliance
  • User interface design
  • Website development and management
  • Web page hosting
Targeted Multi-Channel Communications

Financial Marketing Services: Content & Creative

CCG’s roots have always been in content — starting with our early days as a newsletter agency to our current success as a CRM/direct agency. From direct mail to newsletters, print to digital, content is an important part of who we are. It’s part of our legacy. And it’s essential to our strategic approach to financial services marketing — helping move customers through the buying process. Customers don’t just want to know that you have a product, they need to understand why they need it in the first place. From cross-selling financial products and services to increasing acquisition and retention, creating and distributing relevant custom content is crucial in engaging customers — and generating the right response at the right time.

Content and Creative Services

Financial Services Marketing Resource Center

Case Studies

view case studies

CCG Financial Marketing Blog

CCG Financial Blog Services

view articles

What Our Clients Say About Our Financial Content Services

I don’t want to overstep since you didn’t ask for my opinion, but the new look of [our newsletter] is fantastic! … I think this is where newsletters are headed in the near future; short bursts of information formatted in a very friendly manner, representative of our social media culture. … Your fresh look does just that. Personally, I think it’s great.

Sean F.
Consumer Marketing Manager read more