Financial Services

Financial services marketing

A different approach to financial services

Agency Inc have built up more than 10 years experience in the financial services sector, having worked for some of the world’s largest investment banks and insurance companies, as well as UK focused companies addressing specific audience segments.

In all cases, our creative and strategic approach has been to try and challenge the communications status quo in the sector, resulting in highly differentiated campaigns that have successfully engaged and disarmed B2B and B2C prospects. The results have been remarkable.

What could we do for you?

Bennetts Insurance

customer insight and engagement

Bennetts, the UK’s largest insurer of motorbikes, turned to Agency Inc in the face of a drop in sales as the insurance market continued to shift towards comparison sites. Our full service role included the development of integrated campaigns to help the brand to reconnect with bikers, prompting direct enquiries and sales.

To demonstrate their understanding of bikers, our first marketing campaign began by tapping into a collective antipathy towards bad car drivers – the subjects of endless moans and jokes amongst the biker community. The national campaign was rolled out through press and magazines, and digital display ads, supported by an interactive site and facebook app where bikers could post their own evidence of poor car driving. It helped reposition Bennetts as the bikers’ champions, injecting life and personality into the sector.

Sales volume increased by a staggering 30% year on year, with a 94% uplift in quotes at the peak of the anti-car campaign.


Bennetts logo

“Agency Inc delivered a bold and cheeky personality that really engaged bikers.”

Hannah Squirrell,
Associate Director of Marketing & E-Commerce,
Bennettsy

Joint Investment Forum

driving IFAs to a live event

We were appointed by four of the UK’s leading investment banks, namely Schroders, M&G, Gartmore, and BNY Mellon, to promote and drive registrations for the Joint Investment Forum (JIF) – a nationwide financial road show which enables the four groups to connect with their core customer base of Independent Financial Advisors.

Agency Inc delivered the brand and communications platform that has underpinned a hugely successful series of road shows for the last six years, a process which has included the development and positioning of a new brand identity, followed by integrated marketing campaigns to reach prospects, primarily through digital channels. We also created and animated the trailer films for use in emails, on the website, and during the roadshow events themselves.


Joint Investment Forum

 “You nailed the brief and fully understood the proposition.”

Gillian Huson,
Marketing Manager,
 M&G Investments

Hillier Hopkins

showing the people behind the suits

Hillier Hopkins LLP, an experienced regional accountancy firm with offices across London and the South East, appointed Agency Inc to build awareness of their range of services amongst Owner Managed Businesses (OMBs) that had reached a certain size.

We began by positioning Hillier Hopkins as the ‘Friendly Experts’, offering the perfect transition opportunity to those business owners who are in need of specialist advice, but who also want to deal directly with a partner or senior expert at their chosen accountancy practice.


Hiller Hopkins

“Agency Inc developed a unique creative approach which perfectly delivered our proposition.”

Karen Winrow,
Business Development Manager,
Hillier Hopkins

CS Healthcare

brand overhaul and repositioning

Specialist health insurer, CS Healthcare, appointed Agency Inc at a time when membership levels were declining.

We began by researching the customers, prospects, and former customers that had gone away, giving us a clear perspective to build the brand proposition around. A newly developed brand identity marked a break with the past, paving the way for new products and a much more confident tone to convey the benefits of membership.

The integrated activity, supported by a newly designed website, changed the fortunes of the company resulting in a 5.5% swing and a growth in policyholders for the first time in years.


CS Healthcare

 “Agency Inc have injected confidence and appeal into the brand. It just works.”

Russell Stephens,
Director of Marketing,
CS Healthcare


Why choose Agency Inc?

Agency Inc is a full-service marketing, digital and content agency that fully understands the financial services sector, but we also bring a fresh perspective and ideas from other sectors. We can act as your lead agency, taking responsibility for the overall positioning and delivery of your brand in all channels, or we can develop solutions to a specific project requirement, online or offline.

We have have worked with:
    • Bennetts
    • Coomba
    • Generali
    • Gartmore
    • Henderson
    • Schroders
    • M&G Investments
    • BNY Mellon
    • SAGA
    • Aviva
    • Neilson Financial
    • Hillier Hopkins
    • CS Healthcare
    • Companies House
    • HMRC
    • Rugby Football Union (debentures)
    • Welsh Rugby Union (debentures)
    • The Lawn Tennis Association (debentures)

Please let us know if we can help
you with your next marketing brief.