We Are Financial Services.

Engage audiences. Start conversations. Build trust.

We’re committed to helping companies stand out in a sea of sameness.

We help our financial services clients generate awareness, spark engagement and compel action in a wide variety of audiences, from consumers to advisors and business decision makers. Whether we’re building a new content studio at Money 20/20, hosting a panel discussion moderated by The Wall Street Journal or partnering with micro-influencers to launch a new banking product, we deploy creative ingenuity and deep experience in the financial services sector to guide the creation of purpose-built content experiences that generate tangible results.

  • Retail, Commercial & Investment Banking
  • icon representing financial asset managementAsset Management
  • icon representing finance technologyFintech
  • icon representing financial paymentPayments
  • icon representing cryptocurrencies and blockchainCryptocurrency & Blockchain
  • icon representing financial advisoriesWealth Management
  • icon representing financial associationsAssociations
  • icon representing business to business vendorsB2B Vendors
  • icon representing employee benefitsEmployee Benefits
  • icon representing financial insuranceInsurance

Client Testimonials

fpa logo

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 CMO of Financial Planning Association
invesco logo

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 of Invesco PowerShares
janus logo

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
security benefit logo

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

Dave Clauson Vice President & Marketing Communications of Security Benefit
the bancorp

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
kasasa logo

Over the six years we’ve worked with CSG, they have been committed to our success and have deeply invested in understanding not only us as a company, but also what makes us unique.

Gabe Krajicek CEO of Kasasa