Financial Marketing Services

We’re financial marketing experts because we approach financial marketing from a unique perspective: yours.


Crawford Strategy understands the financial industry because we’re experienced in the financial industry, immersed in the trends, technology and insights that impact your business and bottom line.


So when we put our minds to tackling marketing challenges, public relations issues and communication objectives, we don’t think like other advertising agencies and web design firms. We think like you.


"I have found Crawford Strategy to be an excellent partner to work with. They have up-to-date, innovative ideas and have been of great help to our customers. You tell them what your vision is and they come up with timely creative solutions to your problems. They are also a great help when you are up against a deadline, they always come through! Customers thank us for bringing them in!"


Tim Holcombe, Account Services    Safeguard

Strategy Is In Our Name, And In Everything We Do.

Crawford Strategy is a full service marketing firm. We partner with banks, credit unions, financial advisory firms, independent mortgage loan originators and other financial industry clients who recognize the necessity of a cohesive strategy and the value of customer engagement. The services and tactics we develop are rooted in a deep understanding of the industry and a determination to engage audiences in compelling ways.

  • Our understanding of the financial industry is born from our team leadership's working knowledge in the financial industry.
  • Crawford Strategy team members experience the same training as financial professionals.
  • Services include brand identity, multi-channel advertising, public relations, digital media, social strategies, events, and, most notably, the expertise to ensure that it all works together.

Meet Andrea

Andrea Stegall
Andrea Stegall

VP, Director of Financial Practice Group

Andrea has more than 25 years of experience in the financial, legal and marketing industries. Her cross-industry perspective has proven an invaluable asset.

how can i help?
First Community Bank of Bedford CountyGreenwood CapitalNachman Norwood & ParrottUnion BankUnited Community Bank
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Marketing Video for SBA Lending

In 1950, United Community Bank was a small community bank founded on a commitment to exceptional customer service. Today, the thoroughly modern bank has more than 100 branches across four states. In 2013, the brand was in need of rejuvenation. Crawford Strategy was tapped to create a brand that better reflects the dynamic organization’s innovative products and services and the ways United Community Bank touches its customers.

Data Smart Marketing

Better Engagement, Better Results

Introducing Data Smart Marketing from Crawford Strategy, targeted messages placed prominently on the most visible communication tool banks create - customer statements. Do you have service areas that are underperforming? Data Smart Marketing can make the difference.


Download our free Data Smart Marketing brochure to see how this new service can help you increase customer engagement and improve your cross-selling efforts.

Trigger Marketing from Crawford Strategy

Customized messages are based on information, such as birthdays, new account openings, and more.

Cross-sell products according to each customer's demographics.


Creating Brand Standards

In 1950, United Community Bank was a small community bank founded on a commitment to exceptional customer service. Today, the thoroughly modern bank has more than 100 branches across four states. Crawford Strategy was tapped to unify the brand across the bank’s footprint and to elevate this dynamic organization's brand to the next level.


"In developing a critical merger communication campaign for United Community Bank, we started by delving into their Brand Guide, created by Crawford Strategy. This well-organized resource made it easy for us to familiarize ourselves with the bank's brand personality, and confidently create time-sensitive communications.

The Brand Guide addresses everything we needed to know: graphic standards, type treatment, use of photography, and copy tone. It also includes samples of marketing materials used across communication channels - a "visual tutorial" that helped us gear up faster.

We were impressed with the scope of this Brand Guide. It helped us get off to a great start with our client on a very important communication campaign."


Jim Sewell, Studio Manager    Harland Clarke

Free Whitepaper

Whitepaper Series

Succeeding With Social Media

Financial marketers face distinct challenges in this new era of social media. It's too big to ignore, but many financial institutions are still hesitant to enter into this new marketing arena.

  • How does it generate revenue?
  • What does it mean for your business goals?
  • Is customer engagement the only purpose?
  • How can you possibly generate more business using online platforms that seem better-suited to sharing vacation pictures and touting your kids' accomplishments?

Get the answers to these and many other questions about how financial institutions can effectively use social media when you sign up for our whitepaper series, Succeeding With Social Media.

In this 3-part series, you will learn how to better engage your customers, improve your ROI and build a successful social media strategy.