Welcome to The SynerG group!

Financial

In the fast paced, global world, financial services companies understand the need to develop an overall content strategy. Even the most elite and fine-tuned organizations find that managing and delivering this content can still be difficult. With The SynerG Group, we have identified the best partners available to simplify workflow solutions to make the way you communicate your message, and offer products & services more efficient and cost effective for you and your end user.

Key Considerations:

  • Technology-enabled platforms so the service provider’s brand effectively operates as a single channel, orchestrating high-value customer experiences across all touch points. The customer experience it delivers is seamless, consistent and personalized through the integration of agent-assisted channels with digital channels, so end users can interact whenever, wherever and however they want with the provider, across all channels.

Customer Outreach:

  • Direct Mail
  • Retail Marketing and Communications
  • Sales Kits, Custom Presentations, and Quotations
  • Sales Training

Customer Engagement:

  • Product Information
  • Training Materials
  • Welcome Kits

Customer Communications:

  • Disclosure Documentation
  • Product Updates
  • Regulatory Updates