INSIGHTS.
INSPIRATION.
IMPACT.

Growth strategies for the financial services industry.

We help financial firms thrive in today’s connected world. 

Our passion is to build marketing
based on insights, digital-first thinking, and inspired creativity. So your organization can have a larger impact on the future by helping your consumers reach their financial goals.

Nine reasons for financial services companies to consider us.

Technical Debt

The world is changing and your technology needs to keep up. We can help you with that.

Outdated Marketing Systems

How do you differentiate yourself, automate your marketing, and do more with less? Let our experts build the perfect system for your company.

Talent Availability

Talent is in short supply. Our team is experienced and knowledgeable to jump in and drive results from day one.

Compliance Requirements

Compliance requirements are constantly changing. We’ve dealt with these issues and can streamline processes for you.

Speed to Market

With expertise in launching products and marketing campaigns, we have accelerators that can get you to your goals faster.

Data Management

Do you have a lot of data, but aren’t sure how to use it? We can help you organize and analyze it so you can make decisions backed by data.

Process Automation

Most financial companies struggle with process automation. That’s because data, content, and actions aren’t connected. We can help automate many manual processes for you to save you time and money.

Siloed Thinking

Many financial firms struggle with silos. Marketing, sales, service, and technology teams need to come together to break down these silos. We can help facilitate the process.

Change Management

How do you build a culture of excellence or drive change? Our award-wining team has diverse and deep experience in helping create a results-oriented culture and easing change across the organization.

Services We Offer

Business Growth
Strategy

 

Outline the path to powerful growth.

 
  • Product and marketing strategy roadmaps.
  • Fractional CMO and Transformation engagements.
  • Thought leadership
    strategies.

Modernizing Marketing
Systems

 

Digital first thinking, transformation, change management and analytics.

 
  • Rebranding and branding services.
  • Marketing automation design.
  • Comprehensive, outsourced marketing implementation.
  • User research and user experience design.

Collaborative Marketing
Culture

 

Creating connective tissue with sales, IT, service and key stakeholders driving customer engagement.

 
  • Goal setting workshops.
  • Connecting marketing, sales, and technology processes.
  • Implementing collaboration best practices.

Become a leader in financial services

 

Our goal is to help you become a leader in the industry. We do this by helping you see and solve problems that your internal team may be too close to spot and effectively tackle. Our clients benefit from our specialized domain knowledge and expertise. We provide solutions customized to meet their exact needs.

 
  • Deep financial services leadership experience

    Most members of our team have held leadership positions within the financial services industry. We’ve helped create campaigns, build products, and drive sales. We’ll put all that exprience to work for you.

  • Digital savvy

    While working in the industry, we recognized the opportunity that existed in the digital space. That’s why we set up this company to provide best-in class growth services for the industry.

Our Team

The professionals of Princeton Marketing have proven records for delivering ROI for financial services and fintech companies in areas such as:

  • Financial Wellness and Investor Education
  • Asset Management (active, index funds, collective trusts and ETFs)
  • Retirement Plans (401(k), 403(b), IRA, SEP, SIMPLE IRA, DB, DC, SSRP)
  • College Savings (529 plans)
  • Health Savings Accounts (HSAs)
  • Life Insurance
  • Annuities
  • Legislative and Regulatory Changes
Roberta Hess

Roberta Hess

Founder/CEO

Roberta Hess is a change leader and award-winning marketing executive who builds responsive, high-performance teams that deliver results.  An experienced speaker, mentor and coach, she is a Certified Personal Brand Strategist and 360 Reach Certified Analyst.

Arijit Banerjee

Arijit Banerjee

Strategic Partner - CEO, Consumer51

Ari Banerjee is an award-winning marketing-technology strategist. A pioneer and creative leader in the field of multicultural marketing for South Asians in the US, he has created campaigns for brands such as Walmart, McDonald’s, and Lexus. 

Courtney Hess

Courtney Hess

Marketing Specialist

Courtney is an Experienced Marketing Operations Specialist in both pharmaceuticals and financial services. A Drexel University graduate, active member of the AI Coalition and member of the NSLS (National Society of Leadership and Success) and winner of the Core values scholarship.

Strategic Partner

Princeton Marketing is a proud partner of Consumer51, an award-winning experience design firm. Consumer51 is a certified Hubspot agency and the first platinum partner of ExpressionEngine Content Management System. The company provides a wide range of services including web design, web development, web hosting, domain registration, email management, user experience design, mobile application development, brand identity design, inbound marketing, creative services and consulting to clients ranging from startups to Fortune 50 brands.

You know your company needs to innovate. Let’s make it happen.

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Valued by Clients

Roberta is a skilled manager who makes no excuses. Mindful of costs as well as opportunity, she is a good steward of resources. She understands her market and acts with confidence. I would be very pleased to have her on a team or leading any team in sales or marketing.

Stan Craig, CEO Legacy Leadership

I hired Roberta for tactical and strategic initiatives at MetLife and Merrill Lynch. Roberta helped us launch four critical broker-dealer portals for the Wealth Strategies Group at MetLife. She created strategic content and critical resources to support the respective distribution channels, resulting in an outstanding broker experience. She did this ahead of a very aggressive schedule, in under six months.

Mary Glynn, Assistant Vice President, Operations Manager Accident and Health Group at Chubb

The opportunity was to engage a client base that was comprised of active traders and investors and talk with them about retirement saving and investing at our company. A specific challenge was to motivate them to move their hard earned savings from the “outside” firm to ours. The team at Princeton Marketing created a differentiating client engagement strategy with specific tactics designed to capture the attention of this target group with a direct and consistent call to action. The results? New funded retirement accounts on our platform grew beyond the stated objective and faster than we could imagine. The content and creative truly hit the mark.

Diane Young , Vice President, Goldman Sachs, Investment Management Division

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