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Communicating financial services in today’s world is challenging. It takes specialized knowledge, a thorough understanding of your diverse audiences, and engaging creative that captures your value proposition and cuts through the clutter. Craig Lee Communications helps you meet the challenges and achieve your business objectives with on-target communications that get results.

Capabilities

We work with you to develop content tailored to your audience –– whether they’re consumers, businesses, bankers, internal partners, investment advisors, financial consultants, mortgage brokers, company benefits administrators or other financial institutions.

And from strategy and planning through creative development, copywriting and editing, we help you deliver your messages using the most effective tactics, including:

  • Collateral
  • Advertising
  • Online content
  • Direct mail/email
  • Magazines
  • Newsletters
  • White papers
  • Scripts for TV, radio, webinars, conference calls
  • Internal communications, campaigns, sales training materials
  • Executive speeches, letters/emails

Clients

Wells Fargo & Co.
- Wealth Management
- Consumer Credit
- Small Business & Business Direct
- Enterprise Marketing

Charles Schwab & Co.
- Institutional Marketing
- Publications
- Corporate & Executive Services

Union Bank
- The Private Bank
- Retail Marketing
- Business Banking

Visa Commercial

Barclays Global Investors

Silicon Valley Bank

MasterCard International

TD Ameritrade

California Bank & Trust