+44(0)113 216 2820
  • Home
  • Financial Services Marketing

With competition intense and consumer behaviour changing, the need to capture and maintain your customer’s attention is an essential building block for any successful financial services business.

This requires you to communicate consistently and effectively through all the varied touchpoints that your customer has with your organisation.

To do this, you need expert communication and financial services knowledge.

OTB is an agency like no other, offering these capabilities through one source, ensuring that what we deliver for you is tailored to the specific needs of the financial services industry. From developing persuasive internal communication, to compelling customer communication, to building your brand, OTB has the experience, knowledge and drive to help you.

Those Financial Services organisations who thrive will be those who observe, listen and respond


Are you ready to cash in?

It’s our on-the-money strategy, delivered through engaging and interest-sparking creative content, that gives you the best return on your investment. OTB has over 10 years of proven experience in increasing the power of financial services clients’ marketing money and creating tangible value for their business.

Unique customer proposition

For a large UK business banking provider, we developed and brought to market a unique customer proposition based on our in-depth analysis of customer behaviour and the competitive environment.

Brand refresh

We have repositioned the brand of a major foreign exchange business, through the delivery of a multi-dimensional brand refresh campaign.

Global Marketing Strategy

We have supported a large global payments provider through developing a wide range of compelling and engaging communication materials for both staff and customers.

Building Society brand relaunch

For an established Building Society, we have helped them embark on a new chapter of their evolution. We developed a full brand relaunch campaign, enhancing their brand through the delivery of a contemporary identity.

A multi-disciplined creative agency - we can help your business to create...

Customer Communications

Customer communication that generates interest and action through any channel or form of media.

Stronger Branding

A stronger brand with a clearer identity, so as to reinforce to your customer the service you are providing and strengthen your relationship with them.

Staff communication and training

Staff communication and training that both inspires and educates, through clear messaging and practical activities.

Winning financial services marketing strategies

Winning strategies and propositions built on strong foundations that reflect a deep understanding of customer needs and how you meet these needs better than your competitors.

Business case for marketing

Compelling business cases, which clearly showcase your proposal and the benefits that it’s forecast to deliver.

Marketing your product offering

A revitalised product offering, through refining your products features and creating a stronger link between customer need and your proposition.

Let’s work together

Regardless of how developed your thoughts or ideas are and however large or small the piece of work is, do reach out to us. We would be delighted to help.

Call: +44(0)113 216 2820 or email

Those Financial Services organisations who thrive will be those who observe, listen and respond


Whilst it has been clear for some time that consumers want to increasingly carry out day-to-day activities, such as shopping and banking, when it is convenient for them, we continue to see businesses on the high street fail because they have not acted fast enough to meet the changing needs of consumers.

High street footfall data from the British Retail Consortium continues to show a decline in the number of people visiting shops, with an “unprecedented” 4.8% fall over the last two months alone (March/April 2018).

Subscribe to receive regular OTB insights

Contact Us
  • Phone: +44(0)113 216 2820
  • Email:
  • Address: Escher House, 116 Cardigan Road, Headingley , Leeds, LS6 3BJ
  • Monday - Thursday: 09:00 - 17:30
    Friday: 09:00 - 16:30
    Saturday - Sunday: Closed

Latest Tweet

Privacy policy

All content © 2019 outside the box. otb and outside the box are trading names of Think So Ltd. Registered office: Escher House, 116 Cardigan Road, Headingley Leeds LS6 3BJ, UK. Registered in England: 5687748