Looking for a financial services marketing agency that understands the finance sector?

Then choose

Hello, we're Halo.
We are a UK and South African based financial services marketing agency.

As a specialist financial services marketing agency, we supply marketing and communications solutions to the financial sector.

We work with banks and financial institutions to create brochures, fact sheets, rates videos and other financial sales material.

Our finance marketing team will work with you to identify your goals. Thereafter we develop a communication plan and create the financial documentation to support it.

Halo Media are a team of designers and content creators who have a proven global track record with the strategic, creative and technical skills for successful marketing solutions for the finance sector.

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    Brand & identity

    You may be an international bank. Or a startup financial services company. Either way, you will need a brand created and maintained.

    We will research, strategise, define and design your corporate identity and brand, based on your unique needs, to give you your best solution.

    Private investment marketing pitch design design company

    Marketing material

    From your company brochure to your website and LinkedIn page, you need great marketing material which is better than your competitor!

    Firstly, our team will advise you on which routes will have the most impact on your budget. Then we'll design the marketing material you need to position your brand at the top.

    Financial services product brochure design with Halo Media agency in UK and South Africa

    Financial literature

    Financial products and literature need professional and accurate documentation. The turnaround time is tight, and the data requires attention to detail.

    So you need an experienced team that designs according to your needs and brand. We can set you up with automated processes or design bespoke documents for trades that need the personal touch.

    Brand strategy for financial services companies with The Halo Media group

    Structured products marketing

    A well-designed product brochure, fact sheet or investment schedule is critical in the fast-paced Structured Products Market.

    Our team can produce your product or fact sheet PDFs through our automation system, or create bespoke trades which are accurate and on time. We'll back this up with an online solution tailored to your requirements.

    Halo Media Group UK Financial services design and marketing commpany

    Systems and libraries

    Your library will eventually consist of hundreds of documents, videos, and presentations.

    By analyzing your needs, we set up systems for managing version control. Additionally, we can set up a brand hub and library for tracking requests and content. Scheduling and calendars ensure that no deadline is missed. These systems allow for accountability and responsibility while keeping you super organised.

    LMS Learning Platform designers Halo Media Group UK for the financial services industry

    Training and e-learning

    Ben Franklin said, "An investment in knowledge pays the best interest". Your company may need to offer financial training or financial e-learning to people on your products, services or other topics. 

    We have a unique solution for your financial Learning Management System (LMS). From writing and presenting your content to filming, designing, editing, developing and publishing onto your organisation's system.

    Let's start with a free Discovery Call

    Other financial marketing and communication services our agency provides

    As a full-service advertising agency, we offer a wide range of communication solutions for marketing for the finance sector.

    We believe strongly in a consistent brand, across all key touch points. We keep our creative solutions in-house. By doing this, we maintain brand uniformity whilst adding value through developing templates and systems for your finance business.

    Brand Management

    • Corporate identity

    • Communication strategy

    • Website design

    • Videos and photography

    • PowerPoint presentations

    • Social media graphics

    Sales Material

    • Fact sheets

    • Product brochures

    • Investment schedules

    • Emailers

    • Training presentations

    • Rates videos

    Marketing Collateral

    • Pitch books

    • Fundraising proposals

    • Research reports

    • Investment roadshows/exhibitions

    • Event collateral

    • Infographics

    FAQ: Frequently Asked Questions about Finance sector marketing

    Here are some questions we are frequently asked. If you have any questions you'd like answered, please don't hesitate to contact us and we'll answer them!

    What is financial services marketing?

    Financial services marketing is the action or process whereby a financial services provider promotes their product or service. The goal is to increase sales and brand awareness.

    It includes advertising, selling and market research. It's based on marketing and brand strategy. At Halo, we create the financial literature to support the financial sales team.

    What is a financial services marketing agency?

    A financial services marketing agency is an advertising or brand communications agency that specialises in producing marketing solutions for the finance sector. Halo Media is a specialist marketing and design agency for the financial services industry.

    What is financial services brand strategy?

    To develop a brand strategy for your online marketing, you firstly you need to have a strong brand and marketing position. This allows you to know WHY you are in business, WHAT you do and WHO you solve problems for. 

    Then you need to identify HOW you will take your financial services or products to market. You do this by identifying your marketing channels. For example, if you have a sales team, they may need financial brochures or fact sheets in PDF format they can email out, or printed they can take to meetings.

    Or if you are selling your financial products online via a financial website, you will need to use digital marketing, SEO, PPC and social media.

    What is Financial Services design?

    Financial design is when literature is designed specifically for the financial services industry. 

    It's best to work with a specialist design and financial services marketing agency that understands how to format Excel charts and graphs, and edit financial text and content accurately and under a tight timeframe.

    What is financial online marketing

    Online marketing is selling your financial services products or services digitally.

    There are many routes to market. These include PPC (Pay-per-Click), SEM (Search Engine Marketing or SEO (Search Engine Optimisation). 

    It's key to find a Digital Marketing specialist for your online marketing as the DIY approach can reduce your chances of success.

    Your best results come from working with a financial services marketing agency that understands your needs and meets them. You can bank on Halo to work with you for yours.

    Financial marketing with The Halo Media Group UK


    With decades of experience in the marketing and graphic design industry and sector-specific experience working in the banking and financial sector, Halo Media is well-positioned as a partner of choice.

    Every business has its key differentiators – ours are the quality of our work and our customer service. By holding ourselves accountable to quality, it allows you to you focus on your finance business, whilst we take care of your successful company brand.

    investment marketing for joint venture and private equity with the Halo Media Group


    Consulting and branding for banks and finance companies requires a marketing team with technical and problem-solving skills.

    We’re able to support you through all your brand requirements. So if you need a logo, a fund fact sheet, a training presentation, a website or a video – we can help. And if it’s not a skill we have in-house, then we bring in the right people and manage them for you.

    Financial services design and marketing team in UK, Halo Media


    One of our biggest compliments is when clients say that we’re “reliable”. It means we’re trusted partners.

    We’re an intentionally small and predominantly senior team. Small means we work closely with you – you have the same team working on your account at all times. Senior means we’ve done our time in the trenches, so we won’t be 'learning on the job' with you. We can advise, consult and implement your marketing requirements!

    The best place for us to start is to chat through what you need.

    Client testimonials

    Nice things clients said to us that we shared with our parents (and they told everybody, even random people at the shops).


    "My team was very impressed with their creativity, detail, & speed. They are very committed and thorough to ensure that they have covered off the brief and content to our liking. I highly recommend Halo Media!


    "Best company, hands down! They are such authentic people, and working with them makes my job so much easier.”

    WPP logo - a client of Halo Media

     “The work looks spectacular, but that's no surprise! You always deliver well above and beyond!"

    GFK Logo - a client of Halo Media

     “It’s a pleasure to work with calm and understanding folk – such consummate professionals!”

    Absa bank logo – a client of Halo Media

     “Halo have invested themselves in learning our business requirements and supplying innovative and creative solutions for our marketing – reliably and consistently. They’ve gone above and beyond, and really are integral to our process now.”

    We choose to work with companies we admire, and work well with. Their words of support have mean so much to us! Read more here.

    How can we help you?

    Connect with us and we can have a chat about your financial services marketing challenges and we'll do our best to help you with them!