Financial Clients
Whether you’re marketing financial products and services to consumers, small businesses or high-profile investors, Sweeney has the experience and expertise you need.
Our financial marketing experience includes strategic executions with dozens of organizations, including:
Let’s Connect
Our Financial Services Marketing expertise includes all the critical skills and services you expect and need:
MARKET RESEARCH AND STRATEGIC PLANNING
primary/secondary research, persona development, journey mapping, strategy development, testing, optimization
branding
brand strategy, brand architecture, naming, messaging, identity development, design, brand marketing
CREATIVE AND DESIGN
campaigns and projects, graphic design, digital design, website design, social content, advertising, photography, video, animation, printed collateral, environmental design, signage, wayfinding
INTERNAL CULTURE AND COMMUNICATIONS
employee research, employee communications, culture-building events, print and video newsletters, presentations, training, meetings, road shows
THOUGHT LEADERSHIP
strategy, white papers, presentations, publicity and media relations, speaking engagements, awards submissions, podcasts, webinars, conferences, board memberships
PUBLIC RELATIONS
strategy, corporate communications, product marketing media database development, publicity, media relations, media tours, media events, feature stories, reporting
DIGITAL MARKETING
social media, email marketing, online advertising, SEO, lead generation, content marketing, mobile marketing
How Sweeney
Does Financial
The marketing needs of financial institutions are unique. Industry and government rules, requirements, policies, procedures, processes, sensitivities – whether you’re marketing internally or externally – create a different environment that requires a special understanding and a special approach.
We understand the difference and possess the experience and ability to help you strategize and execute campaigns that build awareness, build culture, achieve engagement, generate sales and deliver meaningful growth.
Case Study
The Problem
Atlantic Union Bank. is a leading regional bank serving consumer and retail customers in Virginia, Maryland and North Carolina. On the heels of recent acquisitions that included a complete rebrand (from Union Bank & Trust), Atlantic Union Bank was about to announce another major acquisition – of American National Bank.
The Solution
Sweeney and Atlantic Union Bank orchestrated internal and external announcements, using publicity, social media, direct messaging and advertising to create awareness among customers, investors and community stakeholders, while also ensuring continuous employee engagement and satisfaction.
Case Study
The Problem
Virginia529 is an independent state agency whose services expanded from making higher education more accessible and affordable for families and individuals, to also helping the public with disability savings and retirement savings. But brand awareness and credibility were low.
The Solution
Sweeney’s thought leadership campaign established CEO Mary Morris as a leading financial investment expert through media and podcast coverage that reached hundreds of millions of state and national consumers.
Case Study
The Problem
Insurance Board® is a leading provider of church insurance and liability solutions for UC, Disciples of Christ, Alliance of Baptists, ELCA and RCA churches nationwide. Insurance Board sought to educate policyholders that it not only protects their personnel and property, but also helps to prevent incidents from even occurring.
The Solution
The agency created a comprehensive safety education campaign including advertising, posters, email and newsletters to build awareness and inform church leaders about the vital importance of protecting their investments by minimizing risks and preventing events.
Case Study
The Problem
Westfield Group a multi-line provider of business property and liability, personal lines and agribusiness insurance, and surety bonds was sponsoring and hosting the annual Junior PGA Championship for the fifth consecutive year. Media visibility and gallery attendance were top priorities.
The Solution
The agency focused on creating backstories for key junior golfers and bringing media on-site before and during the tournament for exclusive interviews and coverage that ultimately resulted in more than 500 media placements exceeding 40 million impressions.