Stop Counting Compliance. Start Counting Revenue.
187+ financial services companies trust us to turn regulatory nightmares into revenue machines.
Your compliance team has a 47-page checklist. Your sales team has a 2-page quota sheet. Guess which one your CEO cares about more? Welcome to financial services marketing, where everything is regulated, nothing is simple, and your competitors are winning deals with inferior products because their marketing doesn't suck.
Schedule Your Strategy SessionReality Check
Your Financial Expertise Is Unmatched. Your Marketing Strategy Isn't.
You're operating in the most scrutinized industry on the planet. Every email gets legal review. Every claim needs documentation. Meanwhile, your competitors are winning deals with inferior products because their marketing doesn't suck.
Compliance vs. Competition
You spend 60% of your marketing budget on compliance and 40% on actually reaching prospects. Your competitors spend 90% on reaching prospects and 10% on legal review. Guess who's growing faster?
Trust Takes Forever, Decisions Happen Fast
Your prospects need six months to trust you and six minutes to choose your competitor. They want proof of stability, references from peers, and evidence of performance. But they also want immediate responses and seamless digital experiences.
ROI vs. Risk Management
Your CFO demands revenue growth. Your Chief Risk Officer demands bullet-proof compliance. Your CMO sits between them trying to build marketing programs that satisfy both. Spoiler alert: Most marketing programs satisfy neither.
Relationship-Driven in a Digital World
Financial services has always been about relationships. But your prospects are researching solutions on their phones, comparing options online, and making preliminary decisions before they'll even take your call.
How We Transform Financial Services Marketing
The RM6 Framework: Beyond "We're Trustworthy"
Your marketing strategy is "build trust and follow regulations." Your competitors' strategy is "solve customer problems and follow regulations." Guess who's winning more deals?
Strategy: Beyond "We're Trustworthy"
Without a clear revenue strategy that aligns your entire organization, you're just executing random tactics hoping something sticks. We position your firm as the obvious choice for specific customer problems (not just "trusted partner #47") while finding ways to stand out within compliance constraints instead of hiding behind them.
People: Compliance Mindset vs. Revenue Mindset
Your marketing team thinks like compliance officers. Your sales team thinks like relationship managers. Your legal team thinks like risk managers. Your prospects think like people trying to solve business problems without getting fired. We align everyone on solving customer problems instead of checking regulatory boxes.
Process: Systematize Trust-Building
You have "trust-building activities" that happen randomly. You have "relationship management" that's different for every client. You have "compliance processes" that kill momentum. Nothing scales. Nothing predicts revenue. We create systematic approaches to establishing credibility with prospects.
Technology: MarTech That Passes Audit
Your marketing automation can't integrate with your compliance system. Your CRM can't talk to your risk management platform. Your attribution tracking violates privacy regulations. We design marketing technology that passes regulatory scrutiny from day one.
Customer: Know Your Fiduciary Responsibilities
You know your customers' financial situations but not their business challenges. You understand their regulatory requirements but not their competitive pressures. You can calculate their risk profile but can't predict their buying decisions. We understand how your prospects evaluate vendors through their fiduciary lens.
Results: ROI That Satisfies Both CFO and CRO
You track compliance metrics, relationship activities, and "brand awareness." Your executives track revenue, profit margins, and regulatory penalties. These conversations don't go well. We measure marketing effectiveness considering regulatory costs and compliance requirements.
Proven Results
Financial Services Success Stories That Drive Results
Real companies. Real results. Real revenue growth.
Charles Schwab
Digital Marketing Transformation & Revenue Growth
Broadridge
Post-COVID Recovery Campaign Success
Desert Financial Credit Union
Credit Union Marketing & Member Growth
Our Financial Services Client Portfolio
187+ financial services engagements across banking, insurance, investment management, and fintech.
Banking & Credit
Investment Management
Insurance
Financial Technology
Why 187+ Financial Services Companies Choose TPG
We Don't Just Know Marketing—We Know Financial Services Marketing
SEC regulations, FINRA requirements, state insurance laws, and why your legal team reviews everything three times.
We Understand Your Regulatory Reality
We don't just know marketing—we know financial services marketing. SEC regulations, FINRA requirements, state insurance laws, and why your legal team reviews everything three times.
We've Navigated These Waters Before
187+ financial services engagements means we've helped companies navigate regulatory changes, market disruptions, compliance audits, and competitive pressures. We know what works in your world.
We Guarantee Compliant Results
Our satisfaction guarantee includes compliance assurance. We take responsibility for both revenue results and regulatory adherence because both are non-negotiable in financial services.
We Use AI to Accelerate Trust-Building
Our Revenue Artificial Intelligence Network (R.A.I.N.™) leverages AI and machine learning to scale relationship-building and trust development while maintaining compliance requirements.
Ready to Stop Hiding Behind Compliance?
The financial services companies winning today aren't just compliant—they're strategically competitive within compliance constraints.
Financial Services Assessment
Analyze your current marketing approach against industry best practices and regulatory requirements
Custom RM6 Strategy
Tailored plan using our 6-pillar framework designed for financial services companies
Risk-Free Implementation
Begin with our satisfaction guarantee—proven results with full compliance assurance
Measurable Revenue Growth
Track progress with financial services-relevant KPIs that satisfy both revenue and risk management