Financial Services
Earning trust, one decision at a time.
From first impression to signed application
We connect brand, acquisition and nurture, so every step builds the confidence people need before they commit.
Establish
Positioning and identity that make a financial brand feel credible and easy to understand.
Reach
Search and social campaigns that find the right audiences within platform and promotion rules.
Convert
Landing pages and funnels that explain clearly and turn interest into qualified enquiries.
Nurture
Email and CRM that keep prospects informed until they are ready to act.
Platforms we work with
A growth engine for financial brands
Proposition & Compliance
We start with your products, audiences and the rules that apply to how they are promoted. Messaging is shaped to be clear, fair and balanced, and an approval process is agreed with your compliance team before any campaign goes live.
An AI agent for financial services
Our agentic system connects your ad accounts, website, CRM and email, so you can see which campaigns produce leads that actually progress.
It analyses lead quality and drafts copy and reports, and our team makes the judgements, with compliance sign-off built into every step.
Ask about your pipeline
Why financial brands choose Vertical
We understand that in financial services, trust and compliance come first, and that growth only counts when the leads are genuinely qualified.
Proven results
477% more leads for alternative investment firm Decant Group.
Compliance aware
Financial promotion rules and approval processes respected on every campaign.
Lead quality focus
Measured on applications and funded accounts, not cheap form fills.
Clear communication
Complex products explained simply and honestly.
AI built in
Agents analyse leads and draft copy, people make every judgement.
Full funnel
Brand, campaigns, landing pages, email and CRM planned together.
A powerhouse in a Power Station.
Vertical is a small, senior team of strategists, creatives and performance marketers based at Battersea Power Station in London, with clients and colleagues around the world. Strategy, creative and performance come from one team, with AI built into how we plan, make and measure.
The building has stood on the Thames for the best part of a century, and for fifty years it kept London’s lights on. We like the precedent.
Financial services marketing questions, answered
How do you market a financial services business?
We start with a clear proposition and the rules that apply to promoting it, then build campaigns that reach the right people and explain the offer honestly. That usually means search and social campaigns, educational content, landing pages designed to qualify leads and email and CRM that nurture prospects until they are ready to act.
How do you handle financial promotion rules?
Financial promotions are regulated in most markets, with rules on fairness, balance, risk warnings and who can approve them. We work within the rules that apply to your business and products, agree an approval process with your compliance team and build sign-off into how campaigns are created. Nothing goes live without the right approvals.
Can you advertise investment and lending products on social media?
Yes, within limits. Platforms such as Meta, Google and LinkedIn have specific policies for financial products, and some require verification or authorisation before ads can run. We handle the setup, write copy that meets both platform and regulatory requirements and choose audiences carefully so campaigns reach suitable prospects and stay within the rules.
What results have you achieved in financial services?
We helped alternative investment firm Decant Group achieve 477% more leads by combining clear positioning, targeted campaigns and a funnel built to qualify prospects. As with every financial brand, the focus was on leads that genuinely progress, not just a larger number of enquiries. Sales conversations became more productive as a result.
Do you work with fintech companies?
Yes. Fintech brands often need to build trust quickly while explaining something new. We help with positioning, launch campaigns, app and product marketing, onboarding emails and the analytics that show where users drop off, while respecting the promotion rules that apply to the product in each market where you operate.
How do you measure lead quality?
We connect campaigns to your CRM so we can see which leads book calls, submit applications and become funded accounts or customers. That lets us optimise towards the outcomes that matter, rather than the cheapest form fills, and report on cost per qualified lead and pipeline value, so marketing is judged on the business it creates.
How does AI fit into your work?
Our agents connect ads, website, CRM and email data, then analyse lead quality and draft copy, emails and reports. Our experienced team reviews everything, and every piece of customer-facing copy goes through your compliance process. You get faster insight and more testing, with people making every judgement that matters to your customers.
How do we get started?
Start with a conversation about your products, audiences and growth goals. We usually review your current campaigns, funnel and CRM, along with your approval process, then recommend the steps most likely to grow qualified leads. From there we agree a plan, targets and regular reporting, so you always know what is working.
