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. We help financial services marketers engage and empower their customers by executing creative ideas to produce more content across more channels, faster and within budget. 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.