financial

financial

We understand the importance of helping your customers meet their financial goals

– whether personal, commercial or both. This is a direct result of our own experiences in working with small community banks and credit unions and regional insurance companies to nationally-recognized wealth management firms. In the financial industry, we know integrated communications strategies are an investment, not an expense. We will help to promote you as the premier choice for your customer – before your competitor does. From public relations to annual reports and television commercial production to ad placements and direct marketing efforts to social media strategies, we lead our clients on the path to success.

Financial Services Clients

Savant Wealth Management (National + Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Rockford, Sterling, and Wilmette, IL; McLean, VA; and Madison and Park Falls, WI.)
Blackhawk Bank
Rockford Bank & Trust
Meridian Trust Federal Credit Union
CAMPUS USA Credit Union
Rock Valley Credit Union

Rockford Mutual Insurance
Coyle-Kiley Insurance
Foreston Mutual Insurance
2HB Insurance
Alta Vista Credit Union

Financial Highlights

Video Development

Digital Media, Facilitation & Training, Financial, Marketing, Public Relations

Savant Wealth Management

Marketing Campaign

Digital Media, Financial, Marketing

CAMPUS USA Credit Union

Marketing Campaign

Digital Media, Facilitation & Training, Financial, Marketing, Portfolio Featured, Public Relations

Rock Valley Credit Union

Marketing Campaign

Digital Media, Financial, Marketing

CAMPUS USA Credit Union

Marketing Campaign

Digital Media, Financial, Marketing

Meridian Trust Federal Credit Union

Strategic Facilitation

Facilitation & Training, Financial

Quad City Bank & Trust

Integrated Marketing Campaign

Financial, Marketing

Alta Vista Credit Union

E-Newsletter

Digital Media, Financial, Portfolio Featured

Rockford Bank & Trust

Public Relations

Facilitation & Training, Financial, Public Relations

Savant Wealth Management

Rockford Bank & Trust

Integrated Marketing Campaign

Digital Media, Financial, Marketing

Rockford Bank & Trust

Rockford Bank & Trust

Direct Marketing Campaign

Financial, Marketing

Rockford Bank & Trust

Blogs & In the Media

May 20, 2021/by Jason EdlenInDigital Media, Facilitation & Training, Financial, Marketing, Public Relations Tags:content development, Facilitation & Training, Financial, Public Relations, Video

Video Development

Savant Wealth Management

October 28, 2020/by Catherine PovalitisInBlog Tags:bank, Catherine Povalitis, credit unions, Financial, Public Relations

Year-End PR Moves for Banks and Credit Unions

August 6, 2020/by Elizabeth LazdinsInNews Tags:award, Financial

Chartwell Agency Earns Silver Award in National Credit Union Marketing Competition

April 28, 2020/by Jason EdlenInDigital Media, Financial, Marketing Tags:Campus USA Credit Union, credit unions, digital marketing, Financial, marketing campaign, print

Marketing Campaign

April 15, 2020/by Catherine PovalitisInBlog, Financial Tags:Catherine Povalitis, Financial, Public Relations

Public Relations Tips for the Banking Industry Amid the Coronavirus Pandemic

February 25, 2020/by Jason EdlenInDigital Media, Financial, Marketing Tags:Financial, marketing campaign, Meridian Trust Credit Union, Television, Video

Marketing Campaign

July 15, 2019/by Jason EdlenInFacilitation & Training, Financial Tags:Facilitation & Training, Financial, Quad Cities Back & Trust

Strategic Facilitation