financial
services
public
relations
Cut Through the Complexity with Strategic PR that Builds Brands and Wins Minds
Our dedicated team of financial services public relations professionals has decades of experience identifying stories, cultivating relationships with reporters and news outlets, crafting messaging, and activating opportunity for our clients.
Our clients are regularly featured on top-tier media channels and in elite publications, including The Wall Street Journal, CNBC, Fox Business News, Bloomberg, Financial Times, Forbes, American Banker, Ignites, Investment News, Pensions & Investments, Cheddar News and more.
We Help Companies Across the Financial Services Industry, Including:
Wealth Management
Associations
B2B Vendors
Employee Benefits
Insurance
Clients Past & Present
Who You Know Matters: Influencer Relationships
We’ve been industry-focused since day one. We have decades of experience cultivating relationships with top tier outlets, reporters and influencers to better deliver financial services PR.
Our perspective is broad, encompassing not only traditional media and reporters, but also an array of other players across a variety of channels.
The CSG Difference: Our Financial Services PR Approach
Modern PR calls for a much more robust approach than “smile and dial.” The media and consumers are more savvy and inundated with messaging than ever. Effective PR strikes a chord with relevancy, authority and perspective.
As a B2C and B2B financial services public relations agency, we take a multi-faceted approach to help our clients create meaningful conversations in one of the most competitive spaces possible.
Proactive vs. Reactive
Effective public relations in the financial services world is a tale of two initiatives: proactive and reactive.
PROACTIVE
It’s your story, this is how we own it. With a bench of internal subject matter experts at the ready and consistent ideation around your most powerful stories, we work hard to keep your company in the conversation and on the minds of your target audiences.
REACTIVE
When big stories break, we mobilize to get your organization’s experts out sharing perspectives, providing insights and solidifying your brand as a thought leader.
The Essential Toolbox
Every bit of coverage is an opportunity to extend the story.
We help our clients maximize their impact with a toolbox of tactics.
media training
Develop effective offensive and defensive strategies to get your message out and protect the company’s reputation.
the Shark cage
A messaging framework that keeps spokespeople on message and on brand, even in challenging situations.
Conferences
A speaker proposal library to support our efforts to identify and secure speaking opportunities at key financial services conferences — further conference support includes organizing meetings with key members of the media and developing materials.
contributed content
Capitalize on growing demand for articles penned by experts through our byline development and pitching process.
coverage optimization
Successful placements are just the beginning: bylines become social posts, interviews become video clips and part of future pitch packages.
The Proof is in the Measurement
Fungible metrics and attribution were a hallmark of traditional public relations. But those days are long gone. We believe data-informed strategies are the surest path to success and we work hard to create that foundation from the outset of our relationships.
Our measurement approach includes:
We integrate these data points into real-time interactive dashboards, providing robust insights that allow us to iterate the strategy over time.
Case Studies
Taking Community Banking National with Financial Services PR Solutions
Social Media and PR Services Drive California’s 529 College Savings Plan to $10B AUM
PR Program Generates Widespread Brand Awareness Resulting in 60% Increase in AUM
Client Testimonials
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 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
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
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
Insights. Influencers. Intellect.
Trends. Commentary. Analysis. You’ll find them all here.
