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Financial Services Marketing Case Studies

Chase Retains Synergy Marketing to Provide Executive Media Training for New College Loan Program

Chase Retains Synergy Marketing to Provide Executive Media Training for New College Loan Program

Chase 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 to...
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Peloton Wealth Management Retains Synergy Marketing to Raise Awareness

Peloton Wealth Management Retains Synergy Marketing to Raise Awareness

Peloton Wealth Strategists retained Synergy Marketing Group to increase awareness, establish credibility and generate referrals from professionals in the business community. Synergy’s Approach to Financial Services Marketing When Peloton Wealth Strategists, a 25-year old investment management firm, moved its corporate headquarters from Bloomington, Indiana to Indianapolis and named a new leadership team, the firm needed...
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First Capital Hires Synergy Marketing to Promote Commercial Real Estate Investments

First Capital Hires Synergy Marketing to Promote Commercial Real Estate Investments

First Capital Group hires Synergy Marketing Group to create a marketing program designed to promote several high profile, multi-million dollar commercial real estate projects, establish credibility in the business community, manage its reputation, drive demand for its properties and increase valuation. The Marketing Agency’s Approach for the Property Investment Firm Synergy revitalized First Capital Group’s...
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Indianapolis Neighborhood Housing Partnership Hires Synergy Marketing to Change Public Perception

Indianapolis Neighborhood Housing Partnership Hires Synergy Marketing to Change Public Perception

Indianapolis Neighborhood Housing Partnership selected Synergy Marketing Group to help change public perception of the 25 year old organization. Synergy benchmarked and monitored market demand, developed strategic messaging, introduced digital marketing strategies, built relationships in the business community and increased marketplace awareness. The Return on Investment (ROI) of Non-Profit Marketing INHP was formed in 1988...
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Sponsel CPA Retains Synergy Marketing to Develop Brand & Support Company Launch

Sponsel CPA Retains Synergy Marketing to Develop Brand & Support Company Launch

Sponsel CPA Group retained Synergy Marketing Group to create a memorable brand and support the new accounting firm’s 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 exposure for the new CPA firm. Marketing Agency’s Approach...
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GovPay Payment Processing Software Partners with Synergy Marketing to Boost Business

GovPay Payment Processing Software Partners with Synergy Marketing to Boost Business

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