Financial Services Insiders on Your Side
Financial Services Marketing Strategies with CSG®
From reactive to proactive
At Communications Strategy Group (CSG®), we know that setting your brand apart is essential in today’s crowded financial services market. That’s why we craft bespoke marketing solutions that elevate your brand above the noise. Our dedicated team has deep roots in the financial services industry, from asset management and wealth management to insurance and fintech. We act as an extension of your team, anticipating your needs, challenges and opportunities and taking action to get ahead of them — all while helping you create meaningful ROI.
Financial Services PR & Digital Marketing Partners
- ASSET MANAGERS
- PRIVATE CREDIT
- PRIVATE EQUITY & VENTURE CAPITAL
- HEDGE FUNDS
- COMMERCIAL REAL ESTATE
- WEALTH MANAGEMENT ADVISORS
- FINANCIAL SERVICES CONSULTING FIRMS
- FINTECH COMPANIES
- BANKS & CREDIT UNIONS
- ASSOCIATIONS & CONFERENCES
Get Started with CSG
WHY CSG®
Empowering Brands Through Financial Services Marketing
Brand visibility drives client acquisition. In a crowded financial landscape, firms need a clear, compelling identity and dynamic strategies to reach today’s demanding clients. That means delivering the right message through the right channels—whether it’s social media, brand communications or direct engagement—and ensuring a strong online presence where financial decisions often begin. CSG partners with financial services firms to create targeted, high-impact marketing strategies that build credibility, foster trust and drive meaningful connections.
CSG partners with investment firms to enhance their brand presence and communicate their value propositions effectively. Our strategies attract discerning traditional and alternative asset management professionals and build lasting relationships. Partner with us to elevate your firm’s profile and reach.
In a market where trust is paramount, we help banks and credit unions convey reliability and community commitment. Our tailored marketing solutions foster client trust and drive account growth. Partner with us to strengthen your community ties and expand your client base.
Innovation is at the heart of fintech. CSG crafts dynamic marketing strategies that highlight your technological advancements and user-centric services, positioning you ahead in the digital finance revolution. Partner with us to showcase your innovations and disrupt the market.
We assist insurance companies in demystifying complex products, making them accessible and appealing to potential clients. Our approach emphasizes clarity and trust, essential components in the insurance industry. Partner with us to communicate your offerings effectively and build client confidence.
Personal connection is key in wealth management. CSG develops personalized marketing strategies that reflect your expertise and commitment to client success, attracting and retaining high-net-worth individuals. Partner with us to enhance your advisory services and client relationships.
Communications Strategy Group (CSG®) is a full-service intent marketing agency, financial services thought leader and expert in strategic communications and financial marketing solutions.
Our services range from PR, brand communications and content marketing to social media and reputation management for financial services organizations. We combine targeted content experiences and influencer relationships with deep expertise in banking, fintech, insurance and asset management to drive engagement and trust.
Whether we’re empowering community banks to compete with national giants, launching innovative fintech solutions or guiding asset managers through complex market situations, we employ a strategic mix of behavior-driven design, influencer partnerships and storytelling. This strategy connects with consumers and B2B decision-makers when it matters most—right at the pivotal moments that drive action and impact. CSG is:
- EMBEDDED. In addition to CSG’s two decades of service as an expert advisor to financial services clients, our individual team members have roots in the industry. When we say we know financial services — we mean it. With experience that ranges from hedge funds and private equity to investor relations, our internal experts understand the demands of life in the financial services.
- INVESTED. Our team gets involved. We believe your success is our success and we’re accustomed to rolling up our proverbial sleeves and jumping in when and where we’re needed.
- ACTIVATED. Our experience in the industry runs deep, but we never rest on our laurels. We operate from an informed perspective that allows us to develop impactful strategies from the start, but we also optimize and seek out opportunities to put new ideas and strategies into action, based on our clients’ everyday work and emerging opportunities.
WINNING NEW CLIENTS
Client acquisition drives growth in the financial services industry. Whether it’s attracting high-net-worth investors or keeping loyal banking customers engaged, strategic marketing puts your brand in front of the right people at the right time.
BuiLDING TRUST, GROWING BUSINESS
Trust is the currency of finance. Clear messaging, smart digital tools and seamless client experiences turn prospects into lifelong partners. Marketing isn’t just about selling—it’s about proving you’re the right choice.
Clients Past & Present
We help companies across the financial services industry, including
wealth management advisors
financial services consulting firms
fintech companies
banks & credit unions
Our Financial Services Marketing Specialties and Services
Public Relations
Navigating the vast financial landscape requires strategic public relations. Our financial services PR team leverages established relationships with industry reporters and influencers to position our clients prominently—and credibly—in the market.
Content Marketing
From pitch decks and distribution documents, op-eds to infographics, we craft precise and purposeful content marketing for financial services firms that resonates with audiences, driving engagement and reinforcing the unique value propositions of our clients.
Digital Marketing
The skilled solutions we provide in digital marketing for financial services are designed to reach the right audience with compelling messages, inspiring desired actions and fostering meaningful connections.
Creative Services
In a highly regulated and crowded industry, standout creative assets are essential. Our creative services for financial firms blend industry insights with innovative design to develop materials that capture attention and convey value.
Crisis Communications
& Reputation Management
We craft comprehensive proactive and reactive strategies, ensuring our clients are prepared for any financial services crisis communications need—whenever and wherever it arises.
Branding & Positioning
Authenticity and consistency are paramount in building your market profile. Our financial services brand communications emphasize credibility, helping clients build and maintain trust with their audiences.
Internal Communications
Success builds from the inside out. We prioritize internal stakeholders, creating financial services internal communications strategies that foster alignment, enthusiasm and consistency within organizations.
Social Media
Our social media for financial services campaigns focus on developing brand affinity and demonstrating value, ensuring that organizations engage effectively with their audiences across diverse platforms and channels.
Video Marketing
Video marketing for financial services brands is complex, but worthwhile. Leveraging the power of visual storytelling, we develop strategic marketing strategies that engage audiences and drive behavior-informed engagement.
Website Development & Design
Your website is your firm’s front door—is yours open for business? We create intuitive and robust financial services website experiences that inform and build engagement among all audiences, from investors to consumers to journalists.
Case Studies
Branded Content Studio Generates Engagement at Leading Financial Services Conference
PR Program Generates Widespread Brand Awareness Resulting in 60% Increase in AUM
Banking Regulatory Index Drives Thought Leadership and Lead Generation for FinTech Company
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
We Know Financial Services
We are dedicated.
Our financial services team does one thing: We work exclusively with investment firms, banks and credit unions, fintech companies, insurance providers, wealth management advisors and other organizations within the financial services ecosystem to solve business problems and capitalize on opportunities.
We make the
complex simple.
Our team of writers and designers specializes in distilling the complexities of the financial services industry into easily digestible content for multiple audiences who may have gaps in awareness and knowledge.
We help clients
stand out.
The financial services market is crowded. Our strategists, writers, and designers help clients make an impact and connect directly with consumers and decision makers, with compelling creative materials that are leveraged across PR outreach, content marketing and social media strategies.
We optimize constantly.
Decision makers can’t convert if they can’t find your company. Our creative team utilizes strategy-driven insights to build search engine-optimized web pages and digital campaigns that seamlessly and effectively weave in targeted keywords.
We spark action.
We take financial services decision makers on a journey that meets them at each point of need, with meaningful content designed to spur actions aligned with the business objectives of our clients.
We secure relevant media coverage.
As a long-standing financial services PR agency for many of the industry’s most prominent brands, we have placed our clients in high-profile media outlets such as The New York Times, The Wall Street Journal, Bloomberg, Forbes, Barron’s and more.
Insights. Influencers. Intellect.
Trends. Commentary. Analysis. You’ll find them all here.
Financial Services Marketing FAQs
Finance marketing isn’t for the faint of heart. Complex rules. Fierce competition. Digital disruption. We make it simple. Below, we answer top questions about how Communications Strategy Group helps financial firms earn trust, spark engagement and drive growth.