Financial
Strategic marketing for financial services brands.
For 40 years, Sweeney has helped banks, credit unions, retirement services and fintech providers grow with strategic, creative and people-centered marketing that builds trust and drives measurable results.
We know what you’re up against
The financial services industry faces unique challenges in building trust and delivering clarity. Success requires:
- 1Standing out in a crowded market
- 2
Simplifying complex financial products
- 3
Connecting with multiple audiences from retirees to Gen Z
- 4
Navigating compliance while staying creative
- 5
Earning and maintaining trust
Full service.
Fully customized.
Fully customized.
We are a strategic marketing agency that adapts to your needs. Sometimes we serve as the full marketing team. Other times, we integrate with internal departments or provide specialized support. Every engagement uses the right mix of services that best help you achieve your goals, from research to strategic planning, branding, creative, content creation, advertising, public relations, thought leadership, digital marketing and more.
Proven financial marketing success
Helped 10,000 companies achieve $1.7 billion in small business loans.
During a time of economic hardship for small businesses, when COVID-19 hit, we helped establish Atlantic Union Bank as a leading voice and lender during the launch of the Paycheck Protection Program (PPP). We executed an agile media relations campaign that educated small businesses, secured extensive national and regional coverage and further positioned the bank’s CEO as a trusted spokesperson.
Achieved a 22% increase year over year in media coverage. Notable outlets & publications include: New York Times, Wall Street Journal, CNBC and Kiplinger’s Personal Finance.
We elevated Commonwealth Savers’ brand and product portfolio (Invest529, ABLEnow and RetirePath Virginia) through strategic media relations, media training, proactive pitching and thought leadership positioning for the CEO, and later expanded the thought leadership to additionalexperts. Our efforts supported the organization’s rebrand and built awareness across multiple audiences from Gen Z to Boomers.
Helped 100 businesses enroll in RetirePath Virginia in the first 100 days of the program.
We partnered with Commonwealth Savers to launch and build awareness of RetirePath Virginia, a new state-facilitated retirement savings program, by providing strategic counsel, media relations and customized toolkits to engage employers and employees. Our efforts helped secure early adopters, statewide media coverage and helped enroll 100 businesses within the program’s first 100 days. By the time RetirePath celebrated its first birthday in July 2024, the program reached its 10,000-account milestone.
Why financial services brands trust us
- Four decades of experience in financial services marketing and public relations
- Proven ability to simplify complex topics into clear and engaging messages
- Deep experience with the highly regulated, highly compliant financial industry
- Long-term client relationships built on trust, responsiveness and measurable impact
