Consulting | Analytics | Implementation

What We Can Do for You

CCG is organized into three functional areas, creating a synergy that assures our clients receive seamless consulting, analytics and implementation services under one roof, with maximum efficiency.

Strategy Development

Financial Marketing Solutions

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 deployment platforms and are experts in responsive design. Our financial marketing solutions include cutting-edge digital trends and best practices that improve customer engagement and increase retention — 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 DREAM and Salesforce Marketing Cloud (formerly ExactTarget) platforms
  • Strategic use of dynamic and variable content for targeted and personalized messaging
  • Experience design
  • 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

  • Content strategy & planning
  • Omni-channel editorial calendar development
  • Value-add content
  • Custom content
  • Research & writing
  • Print & digital design
  • Email
  • Social media
  • Video
  • Print production & fulfillment
  • Direct mail production & fulfillment

Financial Services Marketing Resource Center

Case Studies

CCG Financial Marketing Blog