Financial Services


Industry expertise + Strategic counsel + Compelling content + Creative execution = Impactful results.

In an increasingly complex and crowded marketplace, financial services companies require exceptional communications to amplify their brands and extend their reach. Communications Strategy Group’s (CSG®) award-winning Financial Services Practice delivers these results, designing and executing innovative campaigns with measurable outcomes that allow clients to achieve their critical business goals.

We provide strategic guidance to leading financial companies, helping our clients meet the challenges and opportunities of a competitive environment by engaging their customers, employees, stakeholders, communities and key influencers in productive relationships. With decades of experience serving the financial services sector, the CSG team’s deep industry knowledge and connections enable us to:

  • Create, distribute and promote compelling, targeted content for audiences ranging from investment advisors to bank directors to consumers
  • Leverage longtime relationships to connect clients with prominent reporters and critical industry influencers, including analysts, bloggers, social media VIPs and associations
  • Effectively apply the latest tactics in content marketing, digital strategy, social media marketing, crisis communications, PR consulting and brand management
  • Integrate detailed success metrics and analytics with all deliverables, so clients always know the exact return on their investment in CSG

Who We’ve Worked With

"Our relationship with CSG is a true partnership. They’ve proven themselves to be consistently proactive, buttoned up and reliable – we know we can trust them to stay on top of everything."
-Lydia Hattrup VP of Marketing of Buzz Points
"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, Executive Vice President, U.S. Distribution, Janus Henderson Investors
"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
"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

Featured Case Studies

Launch of Finetics Studio

Branded content publishing platform launch.

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The Bancorp
Reviving a Storied Asset Manager Brand

Comprehensive influencer relations & executive transition.  

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Janus Henderson Investors
Taking Community Banking National

Influencer relations & grassroots marketing for new account openings.

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