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Financial Service Marketing

Peloton Wealth Management Taps Synergy for Marketing & PR

When an investment management firm with a 25-year legacy of success moved its corporate headquarters and named a new leadership team, it needed assistance increasing awareness within the business community to generate professional referrals. At this point, the firm Synergy Marketing Group, an experienced wealth, asset and investment management marketing and public relations (PR) firm/agency ...  More →

CPA Firm Retained Expert Marketing + PR Agency to Develop a Memorable Brand, Increase Awareness & Drive Business

Sponsel CPA, a new accounting firm retained Synergy Marketing Group, an experienced financial services marketing and PR agency, to create a memorable brand and support the company launch. The partners wanted to quickly establish credibility, generate referrals and expand awareness in the business community. Synergy developed an aggressive strategic marketing and PR plan to create high-profile ...  More →

First Capital Property Investment Firm Marketing + PR Case Study

An investment accelerator that specializes in multi-million dollar new business launches, commercial property developments, large-scale infrastructure projects and complex corporate and real estate acquisitions hired Synergy Marketing Group, an experienced real estate, financial services and professional services marketing and public relations (PR) agency, to promote several new projects, establish credibility in the industry and the ...  More →

Chase Hired Synergy to Provide Media Training for its College Loan Program

A large needed help training its management team to deliver key messages about a new loan program for college students. The executives would be using the talking points in a TV and radio advertising campaign, national public relations initiative and public speaking circuit. The bank wanted its leadership team to stick to the scripted messaging, yet personalize it ...  More →

Trinitas Property Investment Firm Increased Demand & Valuation by Partnering with an Experienced Marketing + PR Agency

A property investment firm and real estate developer of many high-end commercial real estate projects, student housing communities and single family subdivisions hired Synergy Marketing Group, an experienced marketing and public relations (PR) agency, to launch several new properties, establish credibility in the industry and the communities it serves, protect its reputation, drive occupancy and increase ...  More →

GovPay Bill Payment Software Hires Synergy for National Marketing & PR

When GovPay, an online bill payment software company that designs applications specifically for government agencies, wanted to expand the business nationally, it partnered with Synergy Marketing Group due to the firm’s experience with government and software marketing and PR. The agency was retained to develop a brand that could compete on a national level, establish credibility in ...  More →