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:
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:
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Insights. Influencers. Intellect.
Trends. Commentary. Analysis. You’ll find them all here.