I Want...

a partner with expertise in financial services.

We Offer Marketing Services to Financial Organizations

Synergy has extensive experience providing strategic marketing, public relations and advertising services to financial services organizations. This includes banks, credit unions, venture capital groups (VCs), investment firms and wealth management groups. We have agency offices in Indianapolis and the Dallas/Fort Worth Metroplex market to serve you.

To help you achieve success, you need a partner who understands the market dynamics and industry issues affecting your business. Synergy has proven marketing expertise and business knowledge across a variety of industry sectors including financial services. We’ve built a reputation of addressing clients’ needs and creating strategic marketing, public relations and advertising solutions that deliver tangible results.

Financial Services Marketing Successes:

Sponsel CPA Group

Sponsel CPA Group, a full service accounting firm, retained Synergy to create its new brand, publicize the launch of the company, establish a positive reputation in the business community and drive qualified leads. Synergy’s services include brand strategy and development, public relations, Web site development, direct mail, e-mail marketing, Internet marketing, advertising and lead generation.

Chase

Chase Education Finance hired Synergy to develop and facilitate a media training program for its executives and associates. The training enabled Chase’s representatives to stay on message and effectively articulate the company’s services and differentiators during advertising, sales and marketing situations.

Trinitas Ventures

Trinitas Ventures, a private investment management firm, engaged Synergy to develop the brands and market several of its large real estate properties. Synergy’s services included public relations, Web site development, Internet marketing, advertising and lead generation services.

First Capital

First Capital Group is an investment accelerator that specializes in multi-million dollar new business launches, service expansions, commercial property development, large-scale infrastructure deployments and complex corporate and real estate acquisitions. The firm selected Synergy to develop its brand, build awareness, and establish its credibility through logo development, Web site development, advertising, Internet marketing and public relations.

Explore Synergy

Contact Synergy

Schedule a complimentary consultation with one of our marketing experts today.

317-205-9690 ext. 221

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