What does a digital agency for financial services do?
A digital agency for financial services builds and runs the digital platforms that serve UK regulated financial firms: banks, wealth managers, asset managers, insurers, fintechs, brokers and industry bodies. The work spans website builds, customer portals, quote-and-bind platforms, IFA tooling, regulated content publishing, and the integrations that connect these to CRM, policy and core banking systems. It's different from generic B2B digital because every customer-facing decision has to clear FCA financial promotions rules, accessibility requirements, security frameworks, and internal compliance review.
At Cogworks, financial services is our largest sector by client base. We've built and run platforms for Shawbrook Bank, Evelyn Partners, S&W Group, The Investment Association, Bestinvest, Bluestone Mortgages, RSA Group, Endsleigh, Openwork, Trupanion and over a dozen more UK financial services firms. Most use Orama Studio, our Umbraco-based foundation product, configured for regulated content workflows and approval governance.
What we deliver for financial services
Regulated content platforms
Umbraco platforms (most often using Orama Studio) with structured publishing governance, approval workflows, role-based permissions and audit trails. So compliance review is built into the publishing flow rather than bolted on after.
Customer portals, quote-and-bind and IFA tooling
Bespoke web applications that handle policy data, quote generation, IFA management and secure customer access. Built API-first to integrate with your core systems.
Compliance and accessibility as defaults
WCAG 2.1 AA accessibility built in from the first wireframe. Cyber Essentials Plus security standards. OWASP-tested. Audit logging and version history for every change.
Lead generation that respects the brand
Conversion-optimised forms, content journeys and CRM integrations that actually feed your sales team with usable data, scoped to whatever your compliance team will sign off on.
Got questions? We’ve got answers.
What does a digital agency for financial services do?
Is Umbraco suitable for financial services and what's the best CMS for a regulated firm?
How do you make a financial services website FCA compliant?
How much does a financial services website cost?
Who's the best digital agency for financial services in the UK?




