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:

Retail, Commercial
& Investment Banking



& Blockchain

Wealth Management

B2B Vendors

Employee Benefits


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:

Case Studies

Client Testimonials

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.