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Serious Financial Minds Around the Globe Rely On CFG

CFG is the only membership organization with a focus on wholesale financial services marketing. As an executive in a banking, investment or insurance company, you need an external resource that you can rely on for the most current information about the industry. For 30 years, CFG has been the one-stop source for that expertise. CFG members specialize in the marketing of business-to-business financial services. They direct and support marketing activities for the delivery of lending and investment banking as well as treasury, trade, trust and insurance services. Their market focus includes multi-national companies, middle market firms, small businesses and special industries.

Coming Up:

AUGUST 30:  
A Closer Look at Customer Journeys: How Buying Centers Influence Your Content Strategy featuring ComBlu (see Events page for details)

FALL: Marketing Mix Modelling to know where your ROI is coming from!


June 22: All Ears on You: Digital Audio X Financial Services (Spotify) 

May 18: 
Thinking (and Acting) like a Tech Company RECAP

Mar. 9: How to Create Performance Management Dashboards that Communicate Marketing’s Value? Here's yourRECAP (includes replay and slides plus more!)

Jan 19: Marketing Perfomance Measurement...where are you on the MPM Maturity Scale? Miss this great session? Click HERE for Recap - includes  slides and recording.

2021 In Review 
Throughout 2021, we've featured some of our leading marketers. Learn about your peers by accessing Profiles in Leadership in our CFG Resource Library.
Michael Guralnick, Treasury & Trade Solutions, CITI
Ryan MacDonald, CMO, Wholesale Payments, J.P. Morgan
Kerry English, HSBC, Commercial Banking
Patty Jurca, KeyBank, Corporate & Commercial Banking


CFG's Specialty Groups meet every quarter for our Leaders, Treasury Marketers, Researchers, and CRE Marketers! Great chance to meet and share with peers doing your same job! Our groups currently include: Leaders, Commercial Real Estate Marketing, Treasury/Payments Marketing, Researchers, and coming soon, Content Marketers and Events Specialists!

Be Social with CFG!

Have you updated your online profile yet? Be sure to login to CFG and share your contact details.

Have you joined our private CORPORATE FINANCIAL GROUP, STRATEGIC INSIGHTS, CRE Marketers, Treasury Marketers, Events, Content, or LEADERS groups yet? We share a lot of great intell there. Go to Linked in and join now.

Follow us @cfgglobal. We retweet only great marketing advice and research.

Our Resource Library is rich with B2B financial marketing intel. Check it out!

Throughout 2021, CFG featured the brave marketers breaking new ground in B2B marketing in the world's largest banks. Our Q&A sessions with them focus on three themes: best practices from 2020, new directions for 2021 and a little peak into what makes them leaders. 

7/7: Michael Guralnick, Global Sales Head, Corporate and Public Sector and Global Head of Marketing, Proposals and Digital Client Advisory Treasury and Trade Solutions, CITI

4/21: Kerry English, US Head of Marketing, HSBC

3/24: Ryan MacDonald, CMO, Wholesale Payments, J.P. Morgan

2/24: Patty Jurca, Sr Marketing Manager, Corporate & Institutional Banking, KEYBANK

April 1, 2020 featuring Trudy Frection on Embracing the Unknown 

April 8, 2020 featuring Stephanie Klein on Resiliency & Disruption

April 15, 2020 featuring Dan Simon, Vested on Modern Banking

April 22, 2020 featuring Robert Rose, The Content Advisory on Emotional Well-Being

April 29, 2020 featuring Andrea Fryrear, AgileSherpas on agile marketing during crisis

May 6, 2020 featuring "Your 2020 Story" by Thomas Barta

May 13, 2020 featuring Laura Patterson on DeBriefs as your next step

May 20, 2020 featuring Katharyn White on why this is Marketing's Phase

May 27, 2020 featuring Ei's Go-To-Market Barometer

June 24, 2020 Anecdotes & Barta Webinar Announcement

July 1, 2020 Are you Listening? Advice from Trudy Frection

July 29, 2020 Stories of Marketing Bravery from CFG Members!

September 2, 2020 Six Months In...Where do we go from here?

September 29, 2020 Welcome new CFG Members and Recaps of Webinars

October 28, 2020 You're invited to participate in the EI Go-To-Market Fall20 Barometer!

Latest Publications

CFG's newsletter created to keep us together and informed during this most current crisis. Read what your peers managing teams, client communications and internal business partner relationships. Every week, you'll also get expert advice on leadership, management, communications and much more! If you're not getting it, let Pat know at

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Corporate Financial Group, Inc.


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