Optimize your martech. Maximize your impact.
The Pedowitz Group partners with banking, fintech, investment management, and wealth management teams to shape strategies, drive efficiencies and enrich engagement—with powerful, measurable results.
Connect with a strategist →Align teams around shared marketing goals and reduce operational silos.
Increase speed-to-market by streamlining execution workflows.
Maximize marketing ROI with platforms and strategies built for financial services.
Free your team to focus on what matters most
Effectively communicate regulated products to sophisticated audiences. TPG provides clear messaging, advisor-ready tools, campaign frameworks and martech optimization.
SS&C AdventDriving Lead Management Success
SS&C Advent partnered with TPG to overhaul lead processes, align marketing + sales, and improve qualification—resulting in an 8% increase in bookings within 90 days, MQL acceptance soaring from 5% to 80%, and a 30% uptick in deal velocity.
Read the case study →Achieve creative marketing without compliance headaches. TPG streamlines processes and optimizes martech for quicker, controlled execution.
Global Financial Services CompanyStandardizing Global Marketing Operations
TPG standardized marketing ops across 25 business units, introducing unified governance and compliance workflows. Results included a $1.5M reduction in license costs over three years, a 40% productivity boost, and 600+ campaigns executed annually.
Read the case study →Equip lean teams to act quickly and consistently across markets, connecting with current and prospective members through compelling communications.
Desert Financial Credit UnionDriving Member Growth and Marketing Efficiency
Partnered with TPG to enhance marketing operations and engagement strategy—resulting in 12% membership growth in 6 months, a 2x increase in the marketable database, and a 15% lift in campaign response rates.
Read the case study →Accelerate campaign rollout and deliver relevant, personalized content that advisors can easily use with clients.
Charles SchwabTransforming Advisor Nurture & Lead Management
Implemented a Marketo-powered nurture campaign for Registered Investment Advisors (RIAs), resulting in $1.1B in pipeline influence and $100M in net new assets. Engagement rates rose 500%, dramatically improving outreach efficiency and lead readiness.
Read the case study →Simplify complex concepts. Generate powerful content. Streamline marketing across systems to achieve more—with less.
D+HUnlocking Martech ROI Through Optimization & Automation
Optimized Marketo and CRM systems to resolve integration gaps, automate segmentation and lead scoring, and improve attribution—resulting in 30% greater lead score accuracy, 25% more marketing-attributed pipeline, and 100% compliance with CAN-SPAM regulations.
Read the case study →Get more from the technology you already own
Team with our platform-agnostic experts to bring out the best in your martech, from Salesforce, HubSpot, and Marketo to Adobe and specialized financial platforms.
Money talks: Engage financial leaders by speaking their language
It’s impossible to talk to financial institutions as a singular entity. Within every organization there are unique audiences and aptitudes to consider.
Read more →Transform your marketing and sales performance
TPG fills in where in-house expertise or capacity falls short, helping financial services marketers tackle their toughest challenges, freeing their time to focus on growth.
Align teams around shared marketing goals and reduce operational silos.
Increase speed-to-market by streamlining execution workflows.
Maximize marketing ROI with platforms and strategies built for financial services.