Financial Trading Marketing Specialists

Trusted by financial trading brands for over 30 years, from global brokers and fintechs to crypto exchanges and prop trading firms. We’ve helped launch brokers, rebrand global financial services companies, create trading platforms and deliver campaigns across Forex, CFDs, Crypto, Fintech and Prop Trading.

Challenges we solve

Built around the challenges financial marketers face.

Generate more funded accounts

Attract more qualified traders with stronger branding, high-converting landing pages and campaigns designed to increase account applications.

Increase trader retention

Keep traders engaged through consistent campaigns, platform updates, educational content and stronger brand loyalty.

Stand out in a crowded market

Differentiate your brokerage with a distinctive brand, compelling messaging and creative that gives traders a reason to choose you.

Create campaigns that perform

Deliver integrated campaigns across digital, social, motion and content that increase visibility, engagement and measurable results.

Build trust in regulated markets

Create marketing that inspires confidence while supporting compliance and reinforcing your credibility with traders and partners.

Expand into new regions

Launch into international markets with localised creative, multilingual campaigns and marketing tailored to regional audiences.

Why financial teams choose Form

Marketing financial services is complex.

We make it simpler.

Form specialises in financial marketing, combining sector knowledge with creative expertise to deliver brands, campaigns and digital experiences that resonate with traders, investors and financial professionals.

Less time explaining. More time achieving results.

30+ Years in Financial Marketing

Broker, Prop Trading & Crypto Expertise

Creative Built for Regulated Markets

Trusted by Global Financial Brands

Strategy, Creative & Digital Under One Roof

Long-Term Client Partnership

Selected financial projects

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View project >
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Client Success Stories

Client Success & Results

Scaling a Regulated Trading Platform Globally

CHALLENGE

INFINOX was scaling fast — opening offices across Asia, Africa, and the Caribbean, launching new platforms, and onboarding thousands of users monthly.

But their brand, digital tools, and internal communication weren’t built to scale. Sales teams lacked alignment. Onboarding was disjointed. Regional teams were building in isolation. They needed a system that could unify their global presence and move at the speed of growth.

SOLUTION

A full service approach was taken to grow the brand in all regions. We partnered with INFINOX from the inside – working closely with marketing, operations, sales, and compliance to deliver a unified brand system and scalable design infrastructure.

 

+550%
Trading volume
+21%
Client retention
+23%
Landing conversions
3 > 15
Offices worldwide
-60%
Campaign Launch Time
+32%
Email Campaign Engagement
+40%
Social Engagement
+857%
Staff growth since takeover

“Partnering with Form was a pivotal decision for INFINOX. They quickly grasped the essence of our brand and translated it into a digital experience that reflects both our global ambition and our client-first ethos. The brand work laid down a foundation that our culture was built on. Their design was not only visually striking but strategically aligned with our commercial goals, and the marketing execution followed through with precision. They were pivotal to our growth years, operating like a true extension of our team and delivering with consistency, creativity, and care.”

Jay Mawji, INFINOX

Launching a Global Trading Brand into the UK Market

CHALLENGE

While well established and highly regarded in Scandinavian markets where it originated, Saxo Bank had not yet built a strong global presence in the retail trading space…

SOLUTION

Targeted advertising campaigns to grab attention. We collaborated with Saxo Bank on a creative campaign designed to introduce the brand to a new audience, rapidly build awareness, and establish credibility with seasoned UK traders.

 

+35%
Brand Awareness
60%
Cost Efficiency
x2.5 Industry Standard
CTR on Digital Advertising
+27%
HNWI Target Conversions

“I have worked with Form Agency for the over 15 year and they are a marketer’s dream. Their knowledge of the industry I work in is deep and comprehensive which ensures that the design briefs which I give them can be simplified which saves an immense amount of time. Their creativity and thought process has never let me down and has always impressed me and in particular at the speed which they work. Also, it surprises me how they offer the VidOvation corporate digital signage solutions for those who have their own businesses. I have suggested to some of my closest contacts to work with Form and not once have I received poor feedback. They are an absolute must if you require innovative design work for your marketing campaigns.”

Stuart Rice – Head of Marketing (UK) Saxo Bank

Refreshing a global broker’s brand and digital strategy to drive international growth

CHALLENGE

While ActivTrades had high-performing platforms and strong retention, its brand and communication tools needed to evolve to meet the demands of rapid growth.

  • The existing visual identity lacked cohesion and scalability across markets
  • Website UX and messaging weren’t aligned with the needs of a global audience
  • Campaign creative was inconsistent, often relying on dated visuals
  • There was no unified strategy for multilingual content and regional marketing
  • To compete with global brokers and build trust in new territories, they needed a refreshed brand expression and digital ecosystem that could
    scale effectively.

SOLUTION

A top down brand overhaul to enable a seamless expansion into UK market space. To support this expansion, ActivTrades partnered with us to refine their visual identity, messaging, campaigns and digital experience – aligning their brand with the expectations of a modern, global audience.

 

+52%
Turnover
+30%
Staff Growth
+600%
SEO Visibility
1st
Market Position
6th
Fastest-growing UK business (Investec)
+5 Regions
Market Presence

reating a Trading Brand for India and Wider Asian Markets

CHALLENGE

Vida Markets was entering a highly competitive sector alongside established global brokers and fast-growing regional trading brands.

They required:

  • A distinctive brand capable of building recognition and trust
  • Clear positioning tailored initially to traders in India
  • A flexible identity that could expand into other Asian markets
  • A digital experience designed to support account registrations
  • Campaign creative that worked across multiple channels
  • Consistent marketing materials for regional partners and introducing brokers

SOLUTION

Creating a confident trading brand with the flexibility to grow. We worked with Vida Markets to create a distinctive identity and digital presence designed around the expectations of traders in India and wider Asian markets.

 

+82%
Customer Retention
+100
Creative Assets Delivered
3 months
Brand Creation to Launch
+5 Asian Markets
Regional Reach
50+ IBs and regional partners onboarded
Partner Network

“Vida Markets needed a brand that could establish credibility quickly in India while providing the flexibility to grow across wider Asian markets. We created a confident identity and campaign system that could support that ambition.”

Our Expertise

Everything you need. One specialist partner.

Brand Strategy
Web / UI / SEO
Landing Pages
Campaigns
Content
Social Media
Presentations
Email Marketing
Print
Exhibitions

Making Sponsorship Work Harder

Many financial brands invest heavily in sponsorships, but real value comes from what happens afterwards. We've helped brokers turn partnerships with Formula One, elite football and international motorsport into creative campaigns, websites, motion graphics, video, digital experiences and marketing assets that extend the reach of every sponsorship investment.

MAH Steel

Kent X Kent

Contact

Looking for a financial trading marketing agency that already understands your industry?

Whether you’re a broker, trading platform or fintech launching a new product, refreshing your brand, building a website or running your next campaign, Form brings specialist creative support to every stage — from a single project to a long-term creative partnership.

Find out how Form can grow your financial brand

Tell us a little about yourself and we’ll show you how Form can support your financial marketing — no obligation, no sales pressure.

FAQs

Frequently Asked Questions

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