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Financial Firms

Financial firms and organizations serving the financial industry need marketing that builds credibility, simplifies complex services, and speaks clearly to both business and consumer audiences.

We work with financial firms, membership organizations, and companies marketing to financial institutions, helping them communicate technical expertise in a way that is clear, compelling, and aligned with their audience.

Making Your Marketing Clear & Meaningful

Financial services marketing often has to speak to multiple audiences at once. Whether you are reaching individual clients, business decision-makers, members, financial institutions, or industry partners, your message needs to be accurate, accessible, and trust-building.

We understand the technical language, service complexity, and relationship-driven nature of the financial industry. We help clients clarify their value, strengthen their brand, improve engagement, and create marketing that supports both B2B and B2C goals.

From membership growth to email campaigns, websites, content, and outreach strategies, we help financial firms and organizations connect with the right people in a way that feels informed, professional, and easy to understand.

Staying Connected. Educated. Informed.

We stay engaged with the financial and professional services industries by following market trends, audience behavior, communication best practices, and the evolving needs of organizations that serve highly specific markets.

This helps us bring stronger perspective to financial marketing, especially when the work requires technical language, audience segmentation, compliance awareness, and a clear understanding of how trust is built over time.

Men wearing ACP hard hats shaking hands inside an industrial facility.

Happy Clients

We are proud to work with financial firms, financial industry partners, and membership organizations that rely on clear messaging, strong relationships, and strategic outreach to grow their impact. Below are just a few we work with:

WordCom: Intelligent Target MarketingWIPN

Proven Results That Speak for Themselves

We know results matter. Our financial marketing strategies are designed to increase visibility, strengthen engagement, and support growth across member, client, and business audiences.

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200%

Membership Growth in One Year

Strategic messaging, outreach, and campaign execution helped drive major membership growth within a single year.

500%

Revenue Growth

Clearer positioning, stronger outreach, and more strategic communication helped support significant revenue growth.

2500%

Increase in Email Campaign Engagement

A more focused email strategy helped improve relevance, audience connection, and measurable campaign interaction.

Unlock the power of your story.

Reach out today - we're looking forward to speaking with you!

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"Partnering with PMSI Marketing has been one of the best decisions we’ve ever made as an organization. Kristine and her team were instrumental in creating a new brand that feels fresh, modern, and engaging. They designed a website that beautifully reflects our updated image. They guided us in building a framework for a meaningful, sustainable social media campaign when we’re ready to launch. Perhaps most importantly, they’re consummate professionals and truly a joy to collaborate with."

Greg Custer

Partner, Almanza Wealth Management

Kristine and her team got to the essence of who we are. We engaged them in branding and website development, and their work is superb! They are creative and thorough problem-solvers and walked us through every step of the journey. I would most certainly recommend PMSI to help other nonprofits and businesses find their voice.

Kim Davey

Google Review

Kristine and her Team at PMSI Marketing Group are wonderful! They are easy to work with, knowledgeable and a joy to work with.

Amy Jo Simon

Compass Rehabilitation

I can't say enough about how supportive PMSI Marketing Group has been for my small business. From branding, and website design consulting, to providing services in support of my company's marketing efforts, they have been right there for me whenever I needed them. Truly a great partner to have on the team!

Pete Kramer

Google Review

The team at PMSI is amazing. They took our brand to an entirely new level. We’re implementing their recommendations and growing as we do. They’re a team who takes the time to understand you!” 

Bruce Davis

Owner, Charlotte Brewery

PMSI developed digital strategies for us which increased brand awareness for Peghead Nation and our our sales volume. They understand the needs of a growing business. I highly recommend them.”

Dan Gabel

Partner, Peghead Nation

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PMSI Marketing Group was crucial in helping us define a path tailored to our organization that would ensure sustainable growth. They listen, ask the right questions, and most importantly, are genuinely interested in advancing the mission of our organization. We are excited to continue working with them in the years to come!

Julie Dombroski

Sponsorships Chair, EmpowHER Leadership Retreat

Kristine’s attention to detail and communication with sponsors has contributed to the success of our first two seasons. She and her team are responsive, professional and enjoyable. If you’re looking for reliability, attention to detail and results, give her a call.

Paula Cunningham

AARP Michigan State Director

The PMSI team was instrumental in defining our direction to move forward. They helped us build a roadmap for success that we continue to use every day. They are game-changers.

Heather Vida

Director of Fund Development, Hospice of Lansing

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We were impressed with the process of the brand strategy, but even more impressed by the results. The PMSI team came back with a clear plan and timeline for us to begin the journey to our new brand strategy, starting with a new logo and tagline that more clearly defined our mission and refreshed colors. The trust we built during that process was phenomenal and continues into year two.

Jeff Chiodi

CEO, Cypress Home Health

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I recommend Physicians Marketing Services without hesitation. Kristine and her team have worked with several divisions within Compass Healthcare for targeted marketing initiatives and strategy needs and have found success with these efforts. We often view Ms. Kletke and PMSI as an extension of our in-house team, there is that much trust.”

David Corteville

Former COO, Compass Health

“PMSI delivered an organized, statewide campaign that empowered each Main Street to promote their local businesses effectively. Their ability to scale efforts while tailoring to local needs was key to the campaign’s success.”

Anonymous

Program Administrator

“As a marketing organization, we know what it takes to build a brand and connect with the right audience—so we had high expectations for our website redesign. The PMSI team exceeded them. They created a site that not only looks great but truly tells our story in a way that resonates with our clients. They understood the importance of the user journey and delivered a dynamic, easy-to-navigate site that works hard for us.”

John Rakis

President

"I want to extend my deepest gratitude to the talented team at PMSI Marketing Group for their outstanding design and editorial contributions to this book. You didn’t just design a cover—you gave my vision a soul. The introspective journey captured in the artwork and the beautifully crafted chapter illustrations are nothing short of magic, perfectly embodying the connection between my spiritual self and my story.Thank you for pouring your hearts into this work and for making this project truly one of a kind. I couldn’t have done it without you!"

Shanell Larner

Owner

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"Working with the team at PMSI has been nothing short of incredible. Their knowledge, expertise, and creativity has helped us develop a website that far exceeded our expectations; it truly represents who we are as an organization and puts our values on display. This is a vibrant, dynamic website that we can feel proud to send people to, where they can easily learn about our services, access resources, and feel compelled to join our cause. I’d choose PMSI again and again."

Allison Leece

Communications and Outreach Manager

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"Disability Network Eastern Michigan partnered with PMSI for our website development, and the experience exceeded our expectations. PMSI was highly receptive to our input, maintained a structured timeline, and ensured a seamless collaboration. Their dedication to accessibility, adhering to WCAG 2.1AA guidelines, made our website truly inclusive. With their expertise and professionalism, we now have a site that is visually appealing, functional, and accessible to all. We proudly recommend PMSI for their outstanding work."

Chip Werner

Communications & Development Director

PMSI Marketing Group
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