Transforming the banking sector from the ground up

Banks & Building Societies

With disruptors stealing market share, the time is now for banks & building societies to reinvent their products and experiences.

Transforming every sector of the banking industry

Banks & Building Societies

Retail Banks & Building Societies

Working with retail brands like Santander and RBS, we're helping brands become more agile and add more value to customers.

Commercial Banks

Commercial banks are looking to revolutionise how they operate. Brands like Shawbrook and MCB are choosing Equator to help change the game.

Challenger Brands

CYB's B brand is a powerful disruptor and Equator's expertise was essential to B's starting out & success in this fast-changing landscape.

Our banking credentials

Download our full banking credentials and see how we can transform your brand.


How we enable bank & building society brands to take on tomorrow

Banking industry challenges

Strategy & Consulting

Digitally transforming the entire banking landscape

Open banking, disruption and challengers are causing every banking brand to reinvent how they operate. Our strategy & consulting services work with brands to develop future-focused thinking that goes far beyond simple websites or apps.

Our services have helped develop brands like Santander, Lloyds, Shawbrook and RBS to create digital customer experiences and new products to take on tomorrow.

Production & Engineering

De-risking enterprise CMS & DXP migrations for banks

The decision to migrate CMS or DXP is a significant decision for all banking brands. We de-risk this with our technology-agnostic approach. As an Umbraco Gold Partner, Sitecore Silver, Episerver Platinum and Sitefinity Partner, we can consult on platform choice and implement your project.

We have implemented CMSs and DXPs for numerous banking brands including Umbraco for Shawbrook Bank and Sitecore for Santander, as well as developing on existing CMS solutions. These include Teamsite for Clydesdale and Tesco Bank and Sitecore for Lloyds Bank.

Brand & Content

Cost-effective banking content strategies that engage and convert

Financial services content does not need to be strangled by regulatory compliance and it certainly does not need to be boring. Our content marketing experts understand how to maximise your content's value across paid, owned, earned and shared media. Let us build your content strategy, and the returns and cost savings will speak for themselves.

We've already supported RBS, Virgin Money, Lloyds with tightly focused, audience-appropriate content that drives interest, ranking and conversion.

Integrated Marketing

Ranking for banking product terms in a competitive search landscape

Relevance, content, code, links, speed and a lot more. There is so much to consider when optimising your digital estate. You can trust our expert search engine optimisation team to get you maximum visibility in Google for all your banking products.

We have delivered front-page ranking for key products for Clydesdale & Yorkshire Bank and even got 'B' (their challenger brand) first for this term! We deliver strong search positions for all products for banking clients.

Experience Design

Delivering the convenience banking customers expect

Across the banking industry, we're seeing digital start-ups stealing customers with more convenient digital experiences. Connecting digital services with user needs can increase uptake, retention and help stop a race to the bottom on price.

We have designed innovative, user-centred experiences for the likes of Lloyds and Santander that are transforming customer interactions and deliver the ability to keep up with evolving expectations faster than the competition.


Application management services to untangle the banking tech stack

We help banks and building societies take on tomorrow with a range of end-to-end integration and application management services. From payment systems to ERP, CRM to CTI, we integrate with the entire banking technology stack.

We have delivered award-winning solutions for Shawbrook Bank, Mauritius Commercial Bank, Santander and more.

Some of our work that's transforming the banking sector

Banking: Transformation case studies

Challenging a challenger

Shawbrook Bank

Applying our full-service offering, we helped define a unique position and personality for this small, specialist independent bank, transforming the brand and its entire communications strategy.

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Tesco Bank

Every integrated digital capability helps

We smoothed out car insurance, fixed credit-card application and transformed the pre-login website from scratch. And our work’s been accredited as ‘Best in Class’ by Google

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Clydesdale & Yorkshire Bank

Banking on success

Our visionary, strategic approach for Clydesdale and Yorkshire Bank Group covers innovative app development, social media strategy and live event sponsorship.

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Dudley Building Society - Powering life

Consumer focused positioning for Dudley Building Society

Breathing new life into one of the UK’s most established independent Societies, through distinctive, modern branding that everyone could get on board with.

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Transforming the mortgage industry

How we worked proactively to develop a revolutionary digital mortgage process.

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The Mortgage Lender

Building a better broker journey

How we researched and developed a customer experience strategy for The Mortgage Lender

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Mauritius Commercial Bank

Reimagining the digital estate

How we took a UX centred approach to revolutionise the entire banking experience across MCB’s personal, private and corporate offerings.

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Credit Unions

How we took 150 credit unions online

Responding to a government initiative to provide an alternative to loan sharks and payday lenders, The Association of British Credit Unions (ABCUL) approached Equator for help.

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Financial services thought leadership and analysis

Banking sector reports and webinars

Published in Finance Digest, May 2021

Beyond Apps and iPads

Our Chief Growth Officer, Garry Hamilton, looks at the digital evolution shift in the financial sector.

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UX Report

Banking Payment Process Review

We've reviewed the digital banking payment process across several providers to show where improvements can be made to its effectiveness.

Download Report

Financial Services Webinar - July 16, 2020

Banking Bounceback - Financial services in a changed world - An updated view

The country is starting to open up again, optimism has returned to the marketplace and the chancellor has stimulated the market with new spending incentives. Join us for a brief look at what this means for banks and financial services. And how brands, marketers and digital teams can stay ahead.

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Financial Services Webinar - April 21, 2020

Banking & COVID-19 - Flexibility, surety, service

Insights into how banks and finance brands are perfectly placed to play a strong part in this COVID-19 crisis and how technology could help.

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Financial Services Webinar - March 31, 2020

Fight or Flight Webinar

Martin Jordan, Equator's Innovation & Insight Director, looked at what brands should be doing to survive the COVID-19 pandemic.

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Lessons from the 2008 crash

Fight or Flight Report

With the COVID-19 pandemic, we are living through one of the most significant global crises in fifty years. Read our report on what brands should be doing.

Read Report

Transforming banks and building societies for 25 years

Showcase bank and building society clients

We are proud to have many long-standing relationships with businesses of all types in the Financial Services sector. For these brands we've created transformational strategies, game-changing digital services and even built entirely new businesses.

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