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.
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.
OUR CLIENTS
Retail, Commercial & Investment Banking
Asset Management
FinTech
Payments
Cryptocurrency & Blockchain
Wealth Management
Associations
B2B Vendors
Employee Benefits
Insurance
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 legitmacy.
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. 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 agency’s regulatory expertise ranges from the SEC to the FDIC to FINRA.
Case Studies
Case Study
Branded Content Studio Generates Engagement at Leading Financial Services Conference
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
PR Program Generates Widespread Brand Awareness Resulting in 60% Increase in AUM
Two decades of industry experience inform a content-driven platform that positions an asset manager as a top global thought leader.
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Case Study
Banking Regulatory Index Drives Thought Leadership and Lead Generation for FinTech Company
An industry-first composite index uncovers a heavy regulatory burden, with results widely covered across national and trade media outlets.
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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:
Client Testimonials
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
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
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 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 percent 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
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 of Kasasa
[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 of WealthConductor
Insights. Influencers. Intellect.
Trends. Commentary. Analysis. You’ll find them all here.
Blog
Gramercy Institute Names CSG to ‘Financial Agency Short List’
Our dedicated team has roots throughout the industry and a true passion for the work we’re able to do in the space.
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Blog
Five Questions with: Robert Rose
Robert Rose, author and founder of The Content Advisory gave us his thoughts on the state of content marketing today.
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Blog
Public Relations: Pitch Tips from a Reporter Turned PR Pro
Former journalist offers tips and advice for brands and PR professionals in search of valuable media coverage.
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