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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.


Customer advocacy is the foundation for growth in Financial Services READ FULL INSIGHT

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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.

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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.

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


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

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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...

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

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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.

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

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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.

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

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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

Customer advocacy is the foundation for growth in Financial Services


As the Financial Services industry experiences an ever-accelerating level of change through consumer behavioural shifts and regulatory challenges, the race to be the customer’s chosen provider continues. Building your customers loyalty and making them advocates for your brand is the bedrock for success.

Customers have managed their finances on-line for some time, but are increasingly using new technologies to purchase. The advent of “open banking” through the implementation of the second Payments Services Directive (PSD2) and the growing number of Financial Services players, will increase the range and choice of services available to your customers.

So, what can you do now to ensure that as choice expands, your customers first port of call is your organisation? And further still, that they are happy to proactively recommend your services to a friend.

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  • Phone: +44(0)113 216 2820
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