CPG Whitepaper
Solving the Marketing Compliance Equation
March 2024
The relationship between Marketing and Compliance has become far more complex, giving rise to a new equation that Marketing and Compliance professionals must solve together to achieve their shared overall goal – helping the company be more successful.
Industry Insights
Quarterly Banking Report 4Q23
February 2024
CPG monitors the quarterly financial performance trends of publicly traded banks and provides opinions on the implications for the industry and the strategies required to deliver top-tier performance going forward.
Publication
How to Fight for Your Marketing Budget Today… and All Year
April 2024
Learn how to collaborate proactively and frequently with your finance and leadership teams to synchronize your marketing initiatives with the organization’s strategic goals and secure internal support on success metrics before launching your programs.
Publication
Bank Marketing and AI: Here Today, Gone Tomorrow?
April 2024
Lack of expertise, data privacy and ethical concerns are inhibiting adoption. The ABA’s most recent survey on sales and marketing technology drills into the topic of artificial intelligence, exploring current and future usage.
Virtual Roundtable
How to Justify a Budget Increase: A Bank Marketers Guide
March 2024
CPG’s Ally Akins presentation at the Oregon Bankers Association’s Marketing Roundtable Meeting on March 14, 2024.
Publication
Integrating Sales and Marketing to Optimize Core Deposit Growth
March 2024
Integrating bank marketing, sales, service, and distribution capabilities to target high-priority opportunities and build sustainable core deposit franchises.
Experts for Comment, Speaking Engagements, Articles
Capital Performance Group has been providing consulting services, business advice, and research and analysis focused on the financial services industry for more than twenty years. We would be happy to engage with you and your team where you seek the opinions and services of seasoned management consultants who are engaged today with leaders across the financial industry.
To arrange an interview with a CPG financial services industry expert, please contact us!
CPG’s Emma Metzler and Ally Akins presented “Why Women are Positioned to Thrive in a Rapidly Changing Banking Industry” at the Virginia Bankers Association’s Women in Banking Conference on November 30th.
Massachusetts Bankers 2023 New England Conference: Mary Beth Sullivan presented “Tech-Enabled Relationship Banking“ on September 28th.
ABA Bank Marketing Conference: CPG’s Mark Gibson discussed “Marketing Leadership: Marketing Budgeting and Staffing” This session provided insights from two recent ABA member surveys on how the role of Marketing is evolving, and provided unique perspective on: determining the right number of staff; what type of positions are being recruited; how to set an appropriate marketing budget; and how to justify a budget increase.
