Financial Services Marketing Agency

Proven marketing and brand expertise in the financial services sector

Contact us
A Saffron Building Society billboard showing a child sitting on a wooden floor at an event, with the headline “Moments to saver.”

Who we are

We are a marketing and brand strategy agency for banks, building societies, insurers and more. 

Mobas is a specialist financial services marketing agency with over 20 years of experience delivering strategic and creative campaigns that make a measurable impact. We work across the financial sector, supporting banks, building societies, insurance firms, wealth management providers, and professional services organisations in building stronger brands, deeper customer relationships and more effective communications.

In an industry where trust, clarity and compliance are paramount, our role is to translate complex products and services into accessible, engaging and meaningful marketing that connects with both existing and potential customers. From launching new propositions to repositioning established brands, we help financial organisations navigate change, stand out from competitors, and grow market share.

We have worked with some of the UK’s most recognised financial brands, including Bluefin, Saffron Building Society, The Cambridge Building Society, Marmalade Car Insurance, PEM Corporate Finance and Thinc Group. This breadth of experience gives us a clear understanding of the nuances, sensitivities and opportunities within the sector — and enables us to deliver compliant campaigns that resonate with diverse audiences.

Two mobile screens displaying the Plenitude website
Two mobile screens displaying the Plenitude website

Financial services work

Good brands touch us, intuitive digital experiences delight us and great campaigns make us smile or cry. When they do, the impact on business success is huge.

The Cambridge Building Society logo on a pale blue background.

Cambridge Building Society

White Plenitude logo sitting on a dark blue background.

Plenitude

The Saffron Building Society logo on the brand purple background.

Saffron Building Society

Integrated solutions

Whether you’re a start-up fintech firm looking to build credibility, an insurance brand launching a new product, or a wealth manager seeking to connect with high-net-worth individuals, we understand what it takes to build confidence and drive results in highly regulated markets.

We bring a consultative, insight-led approach to every project. As a trusted banking marketing agency and insurance marketing partner, we dive deep into your audience, your regulatory environment, and your business goals. From strategic planning through to creative execution, everything we do is tailored to deliver maximum ROI – while staying firmly within the guardrails of financial marketing compliance.

At Mobas, we don’t just generate leads – we build brands that last. Our work helps financial organisations achieve clarity in their messaging, consistency across their channels, and confidence in their marketing investment.

If you’re looking for a financial services marketing agency that understands your world and brings both creativity and commercial acumen to the table, Mobas is ready to help you move your brand forward – with bold ideas, smart strategies and proven performance.

Street level advertising board with a mortgage ad from the Cambridge Building Society titled "Love coming home.

Our services as a financial services marketing agency include:

  • brand strategy and repositioning for financial institutions seeking to modernise or differentiate
  • digital marketing and campaign planning including SEO, PPC, social media and email marketing
  • content marketing and thought leadership to build authority and trust
  • website design and optimisation focused on performance, compliance and user experience
  • customer journey mapping and UX strategy to improve acquisition and retention
  • marketing for compliance-heavy sectors, including insurance, lending, and investment services.

Whether you’re a start-up fintech firm looking to build credibility, an insurance brand launching a new product, or a wealth manager seeking to connect with high-net-worth individuals, we understand what it takes to build confidence and drive results in highly regulated markets.

Financial services clients

Partnering with businesses to establish their purpose, determine their drive and enable their progression.

View partnerships
MMWealth Chartered Financial Partners logo in black on white background
Partners Group logo in black on white background
John Penberthy-SmithCommercial Director, Saffron Building Society
“Working with Mobas on our website design and build was an exceptional experience. From our initial ideas to the final product, they displayed creativity, technical prowess, and a deep understanding of the Society's needs. The result is a website that not only looks visually stunning but also functions seamlessly with our consumers. Their team's attention to detail, prompt communication, and dedication to bringing our vision to life were truly impressive. I'm thrilled with the outcome and wholeheartedly recommend Mobas for anyone seeking top-notch web design and development services.”
Stephen MitchamChief Executive, The Cambridge
“I’ll admit I didn’t see the value of a transformative rebrand at first but it’s the best thing we’ve done. It was staggering to see how quickly the vibrancy turned around people’s perception of the Society from staid and old-fashioned to something forward-looking. We really grew the business very quickly.”
Adam TuckwellJoint Managing Director, Mobas
“Financial services marketing has to deliver impact within tight regulatory frameworks. We understand those constraints and use them intelligently, creating clear, trustworthy communications that support commercial growth.”
Robin BryantGrowth Director and Founder, Mobas
“Our clients value the fact that we can translate complex financial propositions into messaging that customers actually understand and engage with, without losing accuracy or compliance.”
Peter Chaloner Joint Managing Director, Mobas
“Trust is everything in financial services. Our approach combines strategic rigour with creative clarity to help organisations build confidence with customers and stakeholders alike.”

Ready to chat? We can help.

Close‑up view of neatly stacked notebooks with black spines and blue ribbon pen holding loops.

Let’s be honest – it’s probably better to have a chat about things first. Get in touch below and we’ll be in contact soon.

+44 (0)1223 841 699

say.hello@mobas.com

Submitting this contact form will enter your details into our contacts database and we will reply to your request as soon as possible. We will also retain your details so we may contact you from time to time. You can ask us to remove your details at any time. For details, see our privacy notice.

Let’s be honest – it’s probably better to have a chat about things first. Get in touch below and we’ll be in contact soon.

+44 (0)1223 841 699

say.hello@mobas.com

Styled photo of Mobas notebooks on the shelf.
Submitting this contact form will enter your details into our contacts database and we will reply to your request as soon as possible. We will also retain your details so we may contact you from time to time. You can ask us to remove your details at any time. For details, see our privacy notice.

Awards & accreditations

We’re proud to be recognised not just for the results we deliver, but for the way we communicate them. Our marketing excellence has earned industry-wide recognition, reinforcing the strength of our brand and the impact of our campaigns.