Investment marketers face a unique challenge: articulating highly complex, regulated financial products to a sophisticated audience. Whether you're launching a new fund, refining institutional messaging, or segmenting content for high-net-worth individuals, TPG helps you simplify without dumbing down. We support asset management firms with clear content strategies, advisor-ready sales enablement tools, and operational frameworks that ensure consistent campaign execution.
Case Study
SS&C Advent - Driving 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.
Marketing in banking must balance creativity with rigorous compliance oversight. Campaign delays, fragmented approvals, and inconsistent documentation can all impact speed and scalability. The Pedowitz Group brings process automation, campaign governance models, and martech configuration that enable marketing teams to move faster—without stepping outside of regulatory bounds. We help banks maintain control, visibility, and velocity, even in the most demanding compliance environments.
Case Study
Global Financial Services Company – Standardizing Global Marketing Operations
TPG standardized marketing ops across 25 business units, introducing unified governance and compliance workflows. Results included a $1.5 M reduction in license costs over three years, a 40% productivity boost, and 600+ campaigns executed annually
Credit union marketers are often stretched thin across campaigns, member communications, and brand messaging—especially in fast-changing economic environments. TPG empowers lean teams with marketing operations playbooks, agile automation setups, and flexible execution models. We make it easier to launch targeted campaigns quickly, adapt to member needs in real time, and maintain brand consistency across branches and markets.
Case Study
Desert Financial Credit Union – Driving 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.
In wealth management, speed and personalization are everything. But long planning cycles and disjointed systems often get in the way. TPG helps wealth management marketers accelerate their go-to-market strategy with structured workflows, content hubs, and advisor enablement platforms. We ensure campaigns are not only delivered on time—but relevant, customized, and easy for advisors to use in client conversations.
Case Study
Charles Schwab – Transforming 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.
Fintech firms operate in hyper-growth mode—and marketing has to keep up. Unfortunately, martech stacks are often underutilized and disconnected, and teams may lack the enablement to scale campaigns fast. We partner with fintech marketers to configure platforms like HubSpot, automate key processes, and design lead lifecycle strategies that match their sales motion. From onboarding to analytics, we turn technology into a growth engine that supports the speed of innovation.
Case Study
D+H – Unlocking 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.
In retail banking, disconnection between business strategy and marketing operations can lead to inefficiencies and missed opportunities. TPG closes that gap with strategic alignment workshops, campaign frameworks that integrate sales inputs, and lead management systems designed for relationship-driven selling. We help you create a marketing engine that’s accountable, measurable, and aligned with every part of the bank.
Case Study
Global Retail Banking Institution – Scaling Cross-Sell with Digital Signals and Marketing Alignment
Implemented a scalable cross-sell strategy across 500,000 consumer and business accounts by aligning marketing and sales through digital activity signals. The first phase delivered over 2 million emails, triggered 500+ real-time engagement signals, and improved sales follow-up efficiency by 25%, enabling more personalized and timely outreach.
