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Proud to serve the financial marketing services community for over 34 years.


Financial marketing teams have a big job on their hands, not only in managing customer, community, and media outreach, but also in supporting initiatives such as digital transformation, improving customer experience, and driving sustainable value.

We’re here to help you transform these marketing challenges into productive opportunities that deliver measurable results for your organization.

For over three decades, we’ve helped 30+ financial services firms use behavioral insights to build brand impact, grow customer relationships, increase revenue, and improve financial marketing effectiveness. We study data on how audiences think and feel—not just what they do or buy—and adjust financial and bank marketing strategies, messages, and tactics accordingly.

The Anderson Group also is proud to be a preferred provider of the PA Bankers Association, a designation few other financial marketing firms like ours have achieved.

 











Financial Institutions

Financial Institutions


Financial institutions of all sizes rely on our behavioral research, creative thinking, and years of experience to:

• Refresh their marketing strategies, messages, and tools
• Generate profitable deposit and loan growth
• Cross-sell all lines of business
• Build differentiated brands
• Improve marketing effectiveness

Penn Community Bank - Content Development

Growing financial pressures from COVID-19 on families and small businesses prompted Penn Community Bank to commission two white papers for community education and distribution. It wasn’t enough to provide good financial advice; people and businesses needed to regain confidence in themselves and follow an effective action plan.

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Bank of America - Digital Asset Management System

Early in our relationship, our team transformed a modest online ordering system into Bank of America’s first digital asset management system. Our objective was to make it easier for bank offices nationwide to order materials that ensured brand consistency, content accuracy, and regulatory compliance. Over time, this system known as “Off the Shelf” became a go-to regional resource that saved the Bank millions of dollars every year.

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Payment Processing


For decades, Merchant Services was a rather static and modestly profitable line-of-business. Today, it’s a highly competitive, rapidly changing commercial banking service valued as highly by customers as their checking and line-of-credit accounts.

Thanks to 15 years of experience, our team offers providers an in-depth knowledge of payment processing services, equipment, security, and fraud protection.

Bank of America Merchant Services

Our partnership with one of the nation’s largest payment processing firms began by conducting a behavioral study on small business buying drivers and decision-making—ultimately improving customer retention by over 70% and increasing cross-selling opportunities by 50%. As their financial marketing partner for over 15 years, we helped the organization add authentic value to their customers and launch some amazing new products.

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Payment Processing




Investments/Wealth Management

Investments/Wealth Management


To attract new investors, financial marketers must understand not only HOW but WHY prospects choose certain options, and then build on their knowledge and self-confidence. Our team has provided these insights and executions for both financial institutions and private investment firms.

Connors Investment Services, Inc.

Connors Investor Services, Inc., is a Registered Investment Advisory firm headquartered in Pennsylvania since 1969. For over thirty years, we’ve helped them build client relationships, launch new services, open new markets, and steadily grow their business—utilizing traditional and now digital marketing channels. Discover why this firm stands apart from competitors.

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Communications


PA Treasury Bureau

The PA Treasury Bureau of Savings Programs oversees PA529 Savings Accounts, one of the nation’s largest college savings programs. In 2020, their communications objective was to reach more rural areas and people at all income levels. Learn how our behavioral-based solution helped the Bureau generate a record-setting volume of new program enrollments.

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Communications