Connecting to clients and building trust

Financial services marketing teams have a narrow space to work within. They’re hemmed in on one side by tight regulation and on the other by fierce competition over hard-to-differentiate products. Responding to growing consumer distrust colors every step of content and asset creation, making it even more difficult for bank, insurance and annuity brands to set their offers apart. Differentiation requires strong, consistent branding and messaging. With more channels than ever, that challenge is compounded.

  • Building brand equity in crowded and regulated environments

    We help financial services marketers create consistent, and of course compliant, experiences across digital and printed channels. Through disciplined execution of distinct brand assets and channel knowledge, we ensure each asset is an effective tool to build long term brand equity.

    We understand marketing in highly-regulated sectors and have what it takes to deliver eye-catching messages on-brand and on-time. We’re omni-channel focused –whether messages are delivered through direct mail, print ads, bank displays, TV, web, social media, or whatever new channels may come – we ensure compliance, brand consistency and speed-to-market.

  • Fortune 100 financial services company

    Story

    A top fortune 100 financial services company faced the challenge of bringing multiple marketing materials to a varied audience of academic, research, medical, cultural and government field clients. They lacked the internal resources and asset management technology to get the right materials to the right audience on time, slowing down their potential for growth.

     

    Read the case study here.

  • Financial Planning Institution

    Story

    A specialized financial planning institution with a strong focus on retirement services, insurance and investment management was overspending on marketing through insufficient process management. Management was tasked with reducing their obsolescent print spend and showing measurable savings. They partnered with Tag to review the company’s entire print spend, procurement process and to implement a change management system.

     

    Read the case study here.