Why Does The Pedowitz Group Focus on Financial Services Marketing?
We focus on financial services marketing because banks and credit unions face complex growth and digital change that demand specialized expertise and data.
The Pedowitz Group focuses on financial services marketing because banks, credit unions, and other FIs operate in a world where growth, risk, and regulation intersect. These organizations need partners who can connect marketing, data, AI, and revenue operations while respecting strict compliance and trust requirements. Our specialization lets us bring tested frameworks, use cases, and playbooks that translate directly into funded accounts, deeper relationships, and measurable revenue impact.
Why Financial Services Is a Strategic Focus for TPG
How The Pedowitz Group Serves Financial Services Clients
Our focus is not just “we know banking acronyms.” It’s about a repeatable way to turn marketing, data, and AI into revenue engines for banks, credit unions, and other FIs.
Listen → Diagnose → Design → Enable → Orchestrate → Optimize
- Listen to your markets and mandates: We start with your charter, regulators, growth goals, and risk appetite—so recommendations align with reality, not theory.
- Diagnose journeys and data: We assess how you attract, onboard, and grow relationships, and how data flows (or doesn’t) across marketing, CRM, branches, and contact centers.
- Design revenue-focused strategies: We prioritize use cases—like funded accounts, small business growth, or cross-sell into deposits and loans—and define KPIs that line up with revenue, not vanity metrics.
- Enable teams and technology: We help align martech, AI, and analytics with your operating model, and equip marketing, sales, and service teams with shared playbooks and training.
- Orchestrate journeys end-to-end: We build coordinated programs that move customers from awareness to funded accounts to deeper relationships across digital and human channels.
- Optimize, measure, and scale: We continuously test, measure, and refine campaigns and journeys, then scale what works across segments, markets, and lines of business.
Why Specialization Matters: Financial Services Fit Matrix
| Area | Generic Marketing Partner | Specialized Financial Services Partner | Owner | Primary KPI |
|---|---|---|---|---|
| Industry Insight | Understands funnels and channels in general terms | Understands FIs, products, regulation, and risk language | Executive/Strategy | Time to value |
| Growth Focus | Optimizes for leads, clicks, and generic conversion rates | Optimizes for funded accounts, balances, and relationship value | Marketing/RevOps | Funded-account conversion |
| Data & Martech | Limited understanding of FI data and integration constraints | Designs around data privacy, risk, and complex system landscapes | Analytics/Technology | Usable insights in market |
| AI & Automation | Generic AI ideas not tuned for FI compliance | AI agents, journeys, and controls built for FI standards | Digital/AI | AI-driven engagement lift |
| Channel Alignment | Digital and offline treated separately | Branch, contact center, and digital journeys tightly connected | Retail/Commercial | Cross-channel conversion |
| Risk & Compliance | Learns FI rules as they go | Plans with legal, compliance, and reputational risk in mind | Risk/Compliance | Issues avoided |
Client Snapshot: From Campaigns to Revenue Marketing in Financial Services
A regional bank and a fast-growing credit union each came to us with similar challenges: heavy investment in marketing technology, but limited visibility to funded accounts and balances. By applying our revenue marketing frameworks, aligning martech and data, and building funded-account journeys, both institutions saw a lift in new funded accounts and improved product penetration. Explore how we think about this kind of transformation in our financial services work: Financial Services Marketing · Funded Accounts Through Marketing
Focusing on financial services means we can meet your teams where they are—with industry context, proven playbooks, and AI-powered tools tuned to the realities of modern banks and credit unions.
Frequently Asked Questions about TPG’s Financial Services Focus
See If Our Financial Services Focus Fits Your Growth Goals
We partner with banks and credit unions to turn marketing, data, and AI into a revenue engine—grounded in compliance, customer trust, and measurable impact on funded accounts and balances.
Learn About Financial Services Marketing at TPG Schedule a Conversation with Our Team