Marketing & Sales Consulting

CPG brings deep industry expertise to help financial institutions design and implement impactful marketing programs. From executive-level strategy and planning to hands-on campaign execution, we align marketing with sales to maximize customer engagement and revenue growth. Whether it’s a targeted project or a full marketing transformation, our practical, ROI-focused approach delivers results.

How CPG’s Process Drives Increased Sales and Performance

Product Design

We partner with banks to design compelling, competitive financial products that meet customer needs and drive growth. From pricing and packaging to go-to-market plans, we ensure offerings are both differentiated and profitable. Learn more.

Value Proposition

We help financial institutions craft distinctive value propositions that set your bank apart. Grounded in research around segment needs and preferences and aligned with strategy and market opportunity, the value proposition resonates with target audiences and strengthens brand loyalty. Learn more.

Segmentation Strategy

We help banks use data-driven insights to identify and prioritize their most valuable customer segments. Our segmentation strategies drive targeted marketing, smarter resource allocation, and the ability to significantly grow household acquisition. Learn more.

Performance Marketing

We work with marketing and sales teams to develop and optimize campaigns with predictable and measurable results. We align business objectives with marketing strategies that work, designing products, offers, and media plans to reach specific target segments. Learn more.

Our team helps financial institutions elevate their marketing impact through data-driven insights and actionable strategy. We specialize in Marketing Technology, Product Design, Onboarding and Cross-Sell programs, Marketing Spend Analysis, Market Opportunity Assessment, and Performance Marketing Audits, empowering clients to make smarter investments and achieve measurable growth.