Communications Strategy Group’s (CSG) financial services team is a leader in strategic communications, marketing solutions and social media for financial services firms. 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, launching the first actively managed ETF, securing top-tier media coverage for a personal finance product or generating new leads with an account-based financial services content marketing program, we deploy creative ingenuity and flawless execution to get results for our clients.
OUR PARTNERS
Retail, Commercial & Investment Banking
Asset Management
FinTech
Payments
Cryptocurrency & Blockchain
Wealth Management
Associations
B2B Vendors
Employee Benefits
Insurance
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 in the industry have made us their marketing and financial services public relations 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. Ranging from ongoing bylined articles and story placements to prominent speaking opportunities, we are experts in establishing valuable thought leadership and industry authority for our clients.
We have long-standing influencer and reporter relationships. Our financial services clients are regularly featured on top-tier 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 regulatory expertise ranges from the SEC to the FDIC to FINRA.
Case Studies
Case Study
Can Content Marketing Make A Difference in Financial Services?
Creative content powers a range of strategic outcomes from increased corporate exposure and credibility to enhanced business development prospects.
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Case Study
Does Educational Content Actually Impact Brand Awareness?
Data-driven research fuels a PowerPlay with in-depth content assets and increases website traffic by more than 100 percent.
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Case Study
Do Regulations Really Impact the Banking Industry?
An industry-first composite index uncovers a heavy regulatory burden, with results widely covered across national and trade media outlets.
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Client Testimonials
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
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
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
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
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
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