More than a financial services PR and digital marketing agency.

Communications Strategy Group (CSG®) is a marketing agency for finance organizations in a variety of disciplines.

Our financial services team is a leader in strategic communications and marketing solutions, ranging from PR, brand communications and content marketing to social media and reputation management for financial services firms.

Clients Past & Present

We help companies across the financial services industry, including:

Retail, Commercial
& Investment Banking

Asset Management

FinTech

Payments

Cryptocurrency
& Blockchain

Wealth Management

Associations

B2B Vendors

Employee Benefits

Insurance

Our Financial Services Marketing Specialties

What we know about your industry is only half the story. There’s also what we can do for your business. CSG is a full-service marketing and PR agency that offers:

Public
Relations

The financial and professional services industry is vast — so is our experience. Our team of PR pros has relationships with reporters across the industry and deep contextual insights that drive our pitches and positioning to create the most opportunities for our clients.

Content
Marketing

Our strategic approach to content marketing for financial services is precise and purposeful. We develop holistic plans that reach audiences where they are and tap into their motivations to spark desired outcomes and solidify the value our clients offer.

Digital
Marketing

Success in digital marketing often comes down to reaching the right audience with the right message to inspire the desired action. Our team pinpoints clever and creative ways to tap into financial services decision maker needs, communicate value and inspire action.

Creative
Services

Highly regulated and crowded industries call for creative capable of cutting through the noise. Our creative services team blends financial services insights with world-class practices to develop materials that move the needle.

Crisis Communications
& Reputation
Management

Our scenario-tested team prepares exhaustive proactive and reactive strategies to ensure our clients are well prepared for any financial services crisis communications and reputation management challenge that may arise.

Brand
Communications

Your brand is what people say about you when you’re not in the room. Our financial services brand communications approach was purpose built in full understanding that transparency, authenticity and credibility make all the difference for our clients’ businesses and prospects.

Internal
Communications

External success begins with internal alignment. A full and robust financial services communication strategy should not only incorporate, but also prioritize internal stakeholders to create buy-in, enthusiasm and consistency among the teams that make everything possible.

Social
Media

Social media for financial services organizations cannot be as transactional as posting simple words and marking random occasions. Success for sophisticated brands is all about developing brand affinity and demonstrating value. We can help.

Video Marketing
Services

Financial services organizations understand the value of a good investment — we believe few marketing investments offer as much potential ROI as a robust video strategy that emphasizes behavior-design informed audience engagement. Ask us how it can work for your organization.

Website
Development
& Design

The highly regulated and rapidly evolving world of financial services requires an efficient and effective approach to website development and refinement. Our team understands the dos and don’ts of positive and compliant website experiences that build consumer confidence.

Case Studies

Branded Content Studio Generates Engagement at Leading Financial Services Conference

Creative content powers a range of strategic outcomes from increased corporate exposure and credibility to enhanced business development prospects.

PR Program Generates Widespread Brand Awareness Resulting in 60% Increase in AUM

Two decades of industry experience inform a content-driven platform that positions an asset manager as a top global thought leader.

Banking Regulatory Index Drives Thought Leadership and Lead Generation for FinTech Company

An industry-first composite index uncovers a heavy regulatory burden, with results widely covered across national and trade media outlets.

I worked closely with CSG to implement and execute various PR and communication programs. We consistently achieved or exceed established strategic objectives over the 3+ years I was directly involved with CSG. The CSG team’s drive and initiative ensured our communications and programs were timely, appropriate and well positioned.

Gordon Banks

President of Marketing, FirstBank

The manner in which [the team] reframed our messages and strategies received widespread positive feedback, ultimately helping us advance our restructure. On top of their good quality work, they’re very reliable and unafraid to speak their minds.

Peter Henrich

Chief Development Officer, Investment Manager, CBIS

The CSG financial services team has a deep understanding of the financial planner community and professional. They’ve been a fantastic partner in helping us rethink our business model and content strategies.

Ron Zwerin

Former CMO, Financial Planning Association

[The financial services team] secured coverage in notable industry publications and facilitated award wins to spur greater market awareness. The team develops thorough project overviews and methodically executes their responsibilities. Their knowledge leads to a valuable ongoing partnership.

Sheryl O’Conor

CEO, WealthConductor

I appreciate the flexibility and commitment to solutions at CSG. PR plans and strategy change over time, so it’s important to have an agency that adjusts along with those changes to continue delivering results.

Matt Kobussen

Media Relations Manager, Invesco PowerShares

CSG is truly part of our team, which has allowed us to align our communications efforts to the broader strategic priorities of the firm. This tight partnership has made a tangible difference for Janus.

Robin Beery

Former Executive Vice President, U.S. Distribution, Janus Henderson Investors

CSG is a trusted extension of our marketing team. Over the six years we’ve worked with them, they have been committed to our success. CSG has deeply invested in understanding not only us as a company, but also what makes us unique in our marketplace.

Gabe Krajicek

CEO, KASASA

CSG’s expertise in the payments space was stellar; their professionalism was extraordinary, and their attitude was contagious. As a direct result of their contributions, our program exceeded expected outcomes on every measure. I’d recommend CSG far and wide.

Maria Antonelli

SVP, Director Corporate Communication, The Bancorp

We engaged CSG to help us build our public relations strategy and capability. With their expertise, we grew our placements by more than 500 percent and built a strong media presence.

Dave Clauson

Vice President Marketing & Communications, Security Benefit

We are truly happy with CSG and the work they did on our new website. It has garnered positive feedback from end users, and CSG’s organized project management and ability to hit deadlines made for a great website development and design experience.

Richard Terres

Partner & Head of Sales, Spruceview Capital Partners

Why Is Marketing for Financial Services Important?

The financial and professional services industry is crowded and complex. Quite beyond the vastness of the market and the wide swath of potential audiences needing education even as they need demonstrated expertise, compliance adds another layer of challenges and hurdles to every communication. Standing out without running afoul of regulations calls for a marketing strategy that accounts for every nuance and exploits every opportunity. As a trusted partner and strategic advisor to our financial services clients, we keep up with the latest industry trends, continuously nurture our relationships with key influencers and reporters, and maintain a firm grasp on how to get important decision makers, such as consumers, financial advisors, intermediaries and B2B decision makers, to engage and take action. Whether we’re introducing a branded content studio at Money 20/20 as part of an integrated content marketing campaign, launching the first actively managed ETF and driving AUM, or consistently securing top-tier media coverage as part of an ongoing PR strategy for a personal finance product, we deploy creative ingenuity and flawless execution to generate tangible business results for our clients.

What Is Financial Services Marketing?

Financial services marketing aims to cut through the sea of sameness that dominates messaging in the industry and create meaning and staying power for clients, prospective clients, investors, media and other audiences. This marketing must not only inform and persuade, but instill confidence and demonstrate excellence, opportunity and legitimacy.

We Know Financial Services

We have a deep bench of expertise.

Our senior level team has spent decades serving banking, FinTech, payments and wealth/asset management clients. Some of the most prominent brands have made us their marketing and financial services PR agency of record.

We develop content marketing that gets results.

With the financial services industry inundated with marketing materials and thought leadership, it’s imperative to develop quality content that breaks through the noise and achieves tangible results.

We build thought leaders.

We have developed thought leadership platforms for the likes of the “Bond King,” along with countless financial services executives over the years. Our expertise in establishing valuable thought leadership and industry authority for our clients ranges from ongoing bylined articles and story placements to prominent speaking opportunities.

We have long-standing influencer and reporter relationships.

Our financial services clients are regularly featured on top-tier media channels and publications, including The Wall Street Journal, CNBC, Bloomberg, Financial Times, Forbes, American Banker, Ignites, Investment News, Pensions & Investments and others.

We handle complex reputational issues.

We have a long track record of successfully assisting our financial services clients as they navigate complex reputation and regulatory challenges. We combine defensive preparedness with a proactive offense to ensure our clients are protected from the unknown and ready to respond when necessary. Our agency’s regulatory expertise ranges from the SEC to the FDIC to FINRA.

Insights. Influencers. Intellect.

Trends. Commentary. Analysis. You’ll find them all here.