How to find the Best Financial Design Agency in 2023

Financial services branding agency in the UK - Halo Media blog post

Finding the right financial services branding agency in the UK to help your business grow is overwhelming. Not only are there a heap of agencies to choose from, but your needs are also diverse. These include advertising, financial literature, marketing material, social media management, website design, PPC, and so much more. All things considered, where on earth do you start?

And for the financial services industry, it’s critical to find a creative marketing partner who understands your industry. You’re not a jack-of-all-trades, so why would you choose a partner who has a one-size-fits-all approach? You need a partner who understands your need for accurate, professional produced marketing solutions, under tight deadlines and within your marketing budgets.

We’ve compiled 5 simple tips to help you find the right creative partner to help your business grow.

1 - Do They Have an Online Presence?

If they do, check out their website and socials. Look at their team, and portfolio, and see if any of their previous work looks similar to your requirements. This will let you know if they’re capable of creating a solution that is proven to work in the financial services industry.

2 - Look at their Experience.

Look at the experience behind the company –in the leadership, their team and their work in the financial services sector. This will give you an idea of how well they work with different industries and types of companies. If you see a lot of work in your industry, then you know they’ll be able to provide you with the kind of expertise you need.

3 – Check Out Their Client List.

A good idea is to check out the client list of the company you’re considering. Look at what kinds of businesses they’ve worked with and whether those clients were happy with the results. Find out how long they’ve worked with their longest clients, and see if your aspirations align with those companies.

Structured Products Marketing brochure design examples
Investment pitch deck design example shown on a laptop mockup

Look at their case study portfolio. Ask questions about the challenges their clients faced, and how they solved them.

4 – Research their References and Testimonials

It’s important to do your background research on your potential partners for references and testimonials before signing any contracts. This will give you an idea of how well the company has performed in the past. If you’re not sure where to start, look at their socials first. You can look at their Google Business profile, Facebook or check out review sites such as Trustpilot or Clutch. You can also ask your partner if they have any referral individuals that you could contact that would be willing to chat with you.

5 – See how they Work with Clients.

Finally, ask them questions. Ask what type of clients they typically work with, whether they specialise in your industry, and what kinds of projects they’ve worked on before. These answers should give you a good indication of how well they’ll work with you.

If you are looking for a long-term partner, it’s vital that you find the right fit. That hard-to-explain feeling that happens when you connect with a partner and you know that they not only “get” you, but have the skills, experience and enthusiasm to help you reach your goals.

Has this helped you in your search for a financial services branding agency in the UK?

We hope these 5 tips have helped you if you’re looking for a new financial services branding agency in the UK. And if you think we could be that partner, send us a message and let's chat!