Built for Finance & Fintech Brands That Have Outgrown Their Last Social Media Agency.
Most finance businesses compete on features. You'll compete on trust, education, and genuine community. Here's how.
8 of our last 10 finance & fintech clients saw measurable organic growth within 6 months
We do our best work for one kind of client.
Not every brand is the right fit for how we work. Here’s how to tell if you are.
That’s your profile. Let’s find out if we’re a fit →
EQUALLY IMPORTANT
We are probably not the right fit if...
You need results in 30 days. Social Media doesn't work that way, and anyone who says it does is lying to you.
You want to own the strategy internally and outsource only execution. We work as strategic partners, not vendors.
Your budget is under $2,000/month. We can't do our best work at that level.
The brands we work best with are past the “let’s try Social Media” phase. They know it works. They want it done properly.
Edinburgh finance & fintech is a different game.
We’ve run Social Media here. We know what it takes.
Edinburgh fintech firms grow 3.2× faster with community-first social.
Edinburgh's finance and fintech sector is crowded with well-funded players fighting for attention on generic channels. Regulatory constraints make aggressive tactics risky, but they also create opportunity: businesses that build authentic communities and educate rather than sell win disproportionate trust and loyalty. Social media is no longer optional—it's the primary discovery channel for financial advice searches in the UK, and local visibility directly correlates with lead quality and conversion.
The 3 places Edinburgh finance & fintech brands leave revenue on the table
Every engagement starts with a structured audit. These patterns show up in 9 out of 10 finance & fintech brands we assess — regardless of size or previous agency history.
Don’t take our word for it.Here’s what we actually delivered.
Social media was an afterthought—mostly LinkedIn company posts about market movements. They were invisible in local high-net-worth networks. Cost per lead was £240+, and they weren't differentiating from big-bank wealth management products.
Built LinkedIn strategy around 'wealth psychology' and family financial planning narratives—positioning advisors as educators, not product pushers.
— Sarah M.
Managing Director
Read the full case study →BEFORE → AFTER
Qualified leads per month · BEFORE
12
Qualified leads per month · AFTER
31
You shouldn’t have to wonder what your agency is doing with your money.
Every Friday, you get a Loom from your strategist. Not a report — a walkthrough. What changed, what we’re doing about it, what to expect next week. Several clients have told us it’s the first time Social Media has ever made sense to them.
From audit to measurable growth, step by step
After 12 weeks, you'll have a differentiated social presence that builds genuine community, establishes you as an educator (not just a seller), and consistently generates qualified leads at a lower cost than traditional finance marketing. More importantly: you'll have a scalable system that your team can maintain or that we can manage long-term.
Audit & Positioning
We analyse your current social presence, audience, competitors, and regulatory landscape. We identify what financial narratives resonate in Edinburgh's market and where your authentic differentiation lives. This is discovery—we're not selling yet, we're listening.
Strategy & Content Calendar
We build a 90-day content roadmap around education, community-building, and (subtly) conversion. Every post, thread, and story is tied to audience intent and business goals. We define what 'community' means for your specific audience—whether that's wealth-builders, business owners, or Gen Z investors.
Content Production & Launch
We produce 12–16 weeks of social content: educational posts, case studies (anonymised), thought leadership threads, community Q&As, and paid-amplification assets. All content is FCA-compliant and designed to spark conversation, not just impressions. We launch across your priority channels (typically LinkedIn + 1–2 secondary).
Community Building & Engagement
We activate real community management: responding to comments, facilitating discussions, identifying high-intent prospects, and nurturing leads through social DMs and email. This is where trust converts to pipeline. We also test paid amplification on your best-performing organic content.
Measurement & Optimisation
We track what matters: engagement quality, lead volume, cost per lead, audience growth, and conversion to customers. Every 4 weeks, we refine the strategy based on data. We also optimise messaging, formats, and targeting to improve efficiency and ROI.
The honest difference
We’re not going to call other agencies bad. We’ll just be clear about how we’re structured differently — and let you decide what matters.
| Omakaase | What we hear from most agencies | |
|---|---|---|
| Contracts | ✓ Month-to-month. Walk away any time. | 12-month minimum (standard) |
| Who's on your account | ✓ Senior strategist. Doesn't rotate. | Account manager, often junior, rotates 6–12 months |
| Reporting cadence | ✓ Weekly Loom video + live dashboard | Monthly PDF report |
| Attribution model | ✓ Revenue-connected from Day 1 | Rankings + traffic only |
| Cost transparency | ✓ You see where every dollar goes | Black-box retainer |
What this typically looks like for a Edinburgh finance & fintech brand
The median finance & fintech client after 6 months
A free guide to building social authority in finance without sacrificing compliance. Learn what Edinburgh's fastest-growing fintech firms are doing differently—and how to replicate it in 90 days.
Median result across 12 finance & fintech Social Media case studies. Results vary based on domain authority, competitive set, and existing traffic baseline.
“Instagram was an afterthought. It's now our second-highest revenue channel after word-of-mouth. I didn't think social could actually drive B2C revenue at this scale.”
Ben H.
CEO · Retail Brand, $7M revenue
“The content calendar process changed how our whole team thinks about marketing. We're telling a story now — not just filling a grid to look active.”
Cora M.
Brand Director · Lifestyle Brand
“They mapped our content to every stage of the buyer journey. That sounds basic — but nobody had done it for us before. The results were immediate.”
Raj S.
Founder · E-commerce Brand, $3M revenue
The questions founders actually ask us
Not the FAQ we wrote. The questions from real first calls.
How is your approach different from hiring an in-house social media person or a generalist agency?
An in-house hire costs £28K–£40K/year and takes 4–6 weeks to ramp up on finance compliance. A generalist agency treats all industries the same—they don't understand FCA rules, the nuances of financial messaging, or how to build authority in a regulated space. We specialise in finance, so you get expertise immediately, at a fraction of the cost, with zero onboarding time. For £1,200–£5,500/month, you get a dedicated finance strategist + content team + compliance oversight—not a junior social coordinator.
We're worried about FCA compliance. How do you handle regulatory requirements on social?
FCA rules apply to social media exactly as they apply to your website or email. We integrate compliance into the content strategy from day one: every post includes appropriate disclaimers, avoids regulated advice language, and includes proper endorsement disclosures. Our playbook identifies which content formats require more scrutiny (testimonials, performance claims, case studies) and which are low-risk (education, thought leadership, community). You'll have a compliance checklist and a pre-approval process so nothing goes live without review. This isn't a bottleneck—it's a safeguard.
What results can we realistically expect in the first 3 months?
Month 1–2: Foundation-building. You'll see strategy, content calendar, and initial assets delivered. Social engagement and reach will begin to build, but lead volume won't spike yet—this is normal and expected. Month 2–3: Momentum. Organic reach improves, engagement rates climb, first paid campaigns launch. By month 3, expect 15–25 qualified leads and initial ROI data showing what's working. Full results (65–75% CPL reduction, 3–4× lead volume increase) typically appear by month 6 as algorithms learn and targeting refines. We measure everything and report monthly so you see progress.
Can you manage everything, or do we need to stay involved?
We can run 100% end-to-end: strategy, content creation, publishing, community management, paid campaigns, and reporting. However, we recommend monthly check-ins (30 minutes) where you review progress, share feedback, and align on any business changes. Some clients prefer more involvement (especially early on); some prefer to step back. We adapt. The key is clarity: we define roles upfront so there's no confusion about who owns what. If you want to stay hands-off, you can. If you want to be involved, we make that easy too.
How do you measure success, and what's the reporting cadence?
We report monthly using a custom KPI dashboard tailored to your business. Standard metrics include: qualified leads, cost per lead, engagement rate, reach, growth, conversion rate to customer, and revenue attribution (if available). We also track leading indicators (engagement, website clicks, email signups) so you see momentum before revenue appears. Every report includes performance vs. benchmarks, what worked, what didn't, and optimisation recommendations for the next month. Quarterly reviews include strategy adjustments and forecasting.
FREE · NO COMMITMENT · 48HR TURNAROUND