How a Full-Service Agency Won Two Financial Services Projects in Three Weeks
| Client Type | Full-Service Integrated Agency |
| Win | Two Projects, $45K, Financial Services Client — with More Work to Follow |
| Verticals Served | Financial Services, Banking, Credit Unions, Healthcare, Higher Education, Associations |
The Challenge: Franchise Expertise With No Consistent Engine to Reach New Brands
This certified WBE franchise marketing agency knew the multi-unit restaurant space well and understood the tension between brand consistency and local market relevance, the economics of co-op advertising across a franchisee network, and how to build campaigns that motivate both consumers and the franchisees who have to believe in and execute them.
While referrals and reputation sustained the agency, they lacked predictability and control over client type or timing.
Without a systematic outreach strategy to target active franchise brands, the team struggled to balance proactive business development with their full client workloads
Why Outsourced New Business Made Sense
Financial institutions evaluate marketing and communications partners carefully. Banks and credit unions operate in a regulated environment where brand trust matters enormously, and the agencies they work with have to understand that context. Getting into those conversations requires sustained outreach to the right people over time, not a single pitch.
RSW/US assigned a dedicated New Business Director to work on the agency’s behalf, reaching marketing and communications decision-makers at banks, credit unions, and financial services organizations through phone, email, LinkedIn, and direct mail. The messaging spoke to the specific challenges those teams face in standing out in a category where most institutions sound alike, and in building the kind of member and customer trust that drives long-term loyalty.
How RSW/US Built the Program
The kick-off focused on what made this agency’s financial services experience concrete and credible. Four decades of integrated work across advertising, PR, brand strategy, digital, and internal communications gave them a full-service capability that most financial institutions need but struggle to find in a single agency partner. The ability to handle everything from member-facing campaigns to internal communications and crisis PR was a real differentiator in a sector where trust and consistency across every touchpoint matter.
RSW/US built a targeted prospect list of banks, credit unions, and financial services organizations where the agency’s integrated capabilities and sector knowledge were a strong fit. Outreach was designed to speak to the real marketing pressures those teams face — growing membership and deposits in competitive markets, communicating complex financial products clearly, and building community presence through both advertising and PR.
BCU, a nationally recognized credit union offering a full range of financial products and services, was identified as a strong target. RSW/US got the agency in front of the right decision-makers, and the relationship moved quickly. Two projects came through within the first three weeks, with more work anticipated to follow.
The Result: Two Projects in Three Weeks, $45K, with More Work Coming
The agency won two projects totaling $45K with BCU, a full-service credit union ranked among the best in the country by CNET and recognized for exceptional member experience. The fact that two separate projects closed within three weeks, with additional work on the horizon, is a strong signal of what happens when the right agency connects with the right client at the right time.
That initial momentum is often how longer-term agency relationships get started. RSW/US opened the door. The agency’s financial services experience did the rest.
Learn more about BCU.
Is Your Agency Getting in Front of the Financial Institutions That Need What You Do?
Banks and credit unions are active buyers of marketing, communications, and PR services. RSW/US can help you get in front of the right decision-makers before they start a formal search. We build the program, generate the right meetings, and help move opportunities forward.
Want to see exactly what’s included in a full program? Explore Our Offerings
