Financial Services Marketing

Because of what’s at stake — your client’s dreams, well-being and lots of moolah — the Financial Services industry is subject to strict regulation. We get it. And we know we can craft smart, effective strategy while maintaining external compliance and meeting your internal standards. We’re big believers in the idea that behind every spread sheet or pie chart is a uniquely human story. With all our Financial Services clients, we seek out and amplify what makes them unique in their market, ensuring customers see a revealing brand story and a strong suite of services in everything we do.


financial tools: charts, graphs, pen, pencil, paper clips, ruler



Dane County isn’t short on financial institutions, and State Bank of Cross Plains needed a way to differentiate itself from an increasingly crowded market. Having been in business over 100 years, they wanted to leverage their history and experience while, at the same time, rebranding in a way that demonstrated their commitment to remaining leaders in technology and customer service.

We distilled the bank’s culture down to a distinctive attitude and tagline. This translated into a completely new look for digital and print ads and a new confidence and sense of humor for content. We tailored this voice to reach everyone from Millennials to Boomers, executing ads for a variety of branches and bank services. We put together a series of testimonial videos and bank branding spots, and we recently helped them launch a new website.

Our Financial Services Partners

  • 4490 Ventures

  • American Lending Solutions

  • The Payroll Company

  • Principal

  • Schwarz Insurance 

  • State Bank of Cross Plains

  • WEA Trust