Financial Services –°lients

Since 1993 CSG has serviced hundreds of clients. See what some have to say below:

Jeffrey and his team were excellent at anticipating our needs and exceeding our expectations. They are professional with good attention to detail. I would highly recommend them.

Alta One Federal Credit Union

CSG worked closely on a complex multifaceted marketing program. Jeff was always well prepared and made keen insights into the program that helped accelerate the program’s launch ... the entire CSG team has the highest integrity, work with their clients best interest in mind, and are fabulous to work with.


I've hired CSG to help improve service levels, and to create innovative and effective training programs.They have delivered quality work every time, and provided great value for our investments!

Washington Mutual

CSG created a test matrix for me encompassing combinations of offers.  I was impressed by how much care they poured into that leg of the job.  Their professional sales agents then followed the plan and we were able to learn about our customers price sensitivity and what phrasing worked best.  Within a few months of testing they found a very efficient script and offer that I was able to roll out to my in-house salespersons.  Our sales improved considerably over our historical efforts.¬† CSG is a professional, ethical, and practical advisor on all things related to inside sales.  I was particularly impressed by the quality of their representatives!

Western Union

CSG helped our firm begin a direct-to-consumer sales function. Our new team relied on Jeff for strategic counsel as well as practical executional recommendation… it is my feeling that CSG can help many entrepreneurs successfully take their product and service ideas to market.

C. Patrick Garner

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