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How to design a website and boost your online presence!

Websites designed for financial services companies that provide high-performance results

As a financial services company, having a website is crucial. Your website design gives visitors and clients an insight into your services and products and enables them to contact you quickly.

As more people are using online searches to find their needs, your website must establish credibility, build trust and foster long-term relationships with visitors and clients.

An effective website should:

  • Inform visitors about your services and products
  • Be visually appealing
  • Be easy to navigate
  • Be responsive (mobile-friendly) so visitors can view your website on all devices
  • Have a professional look

What makes a good website for a financial services company?

Having a good website is essential for digital marketing success. To ensure optimal website performance, you must carefully craft and thoughtfully implement it into the digital space.

A successful website requires the following: 

  • A professional and easy-to-navigate design: When visitors land on your site, they should understand what you offer them and quickly be able to find ways to contact you or complete their desired task.
  • Accessible contact forms and an open line of communication: Your website should allow visitors to quickly get in touch should they need assistance or want additional information before making a purchase decision.
  • Good user experience: Creating a good user experience is essential for website design. Crafting content that is clear and concise, navigation that is intuitive, and the incorporation of visual elements give users an informative and engaging experience. By maintaining these key features, your digital platform will be in optimum shape and driving marketing success.

What are the benefits of a website for a financial services company?

The most significant benefit of having a website is lead generation. A website provides an opportunity to build relationships with prospective clients and connect with them in a way never possible in traditional marketing.

Your clients can learn more about who you are and what services you offer and contact you directly through chat functions or by filling out forms, allowing for direct dialogue with your client base.

This lead-generating capability is invaluable for any business and should not be overlooked when considering investing in website development.

Website design

Digital marketing has become essential for a financial services company to reach its target audience and communicate its message. The right website design is vital for a website’s success; it is the first impression your website visitors have of your brand, which can decide whether they want to do business with you.

There are various crucial fundamentals of web design: 


Colour choice is essential when designing a website; the right combination can evoke powerful emotions and attract user engagement.

The colours on your website should also mimic your brand’s colours. By selecting the right colour combination that works with your brand’s identity, advisors will strengthen and develop their position in the market and attract client loyalty.


An often overlooked yet crucial element of digital marketing and website design is the importance of fonts. Website fonts are pivotal in enhancing user experience, creating brand recognition, and delivering digital stories. With the right font choice, websites can set the tone of digital interactions, create specific emotions in readers, and strengthen the connection between advisors and clients.

Page layout

Website page layout is critical to your digital marketing strategy. Every element, from font size to image alignment, can affect how effectively a website converts viewers or customers.

Webpage design needs to ensure that all information is easily accessible and visible, making the experience as effortless as possible for those interacting with the page. Using attractive and appropriate images and strategically placed call-to-actions can effectively drive conversions.


Quality imagery plays a vital role in how users engage with a website. It can create a sense of trust and comfort and add to the site’s aesthetic.

Your website’s visuals, including high-resolution images and illustrations, play a key role in how your brand is perceived. They make a solid first impression on visitors and should be thoughtfully curated to tell your story and evoke the emotions you want to communicate.

Quality images of your people or offices will establish trust by providing users with a genuine experience. Colourful graphics help direct attention toward important messaging and help provide context for various site elements.

Navigation tools

Website navigation tools are vital for any website to provide visitors with an easy, intuitive experience. These tools ensure that people can easily find the information they’re seeking, create visual interest, and encourage visitors to explore all the sections of your site.

An optimised set of navigation tools can make all the difference between a user quickly leaving your site or sticking around to appreciate its offerings. If you’re looking to make sure everything is accessible on your website, having properly designed navigation tools is essential.

User experience

A website with excellent user experience can make the difference between success and failure for your online business. When prospective clients and clients can find what they are looking for quickly and navigate around without any hurdles, it creates a positive first impression.

Investing in UX capabilities will allow you to create better content that resonates with clients while recognising and responding to their needs. With improved UX design, users will experience fewer obstacles within the user flow and find it easier to use the website, which can significantly increase client loyalty and satisfaction.

Content Marketing for your website

Content marketing is essential for successful SEO in the financial services industry. It is a powerful way to leverage organic search engine optimisation strategies to create content that resonates with prospective clients, drives more traffic to your website and helps improve your search rankings over time.

Crafting compelling content marketing campaigns — from keyword research and analysis to writing blog posts, creating infographics and developing user-centric content — can have a noticeable impact on the visibility of financial services websites in search engine results pages.

Creating a content marketing strategy is a long-term investment that can help build brand awareness and drive qualified leads for financial services organisations.

Tips for optimising your website:

Identify your competition: Identifying your competition is essential to understanding the industry’s landscape and improving your business performance.

Search your target audience: Knowing which demographic can best benefit from your offerings is vital to creating a successful business strategy.

Create a plan: Making sure you have considered every possible factor before launching a website will help ensure that the outcome meets your expectations. This includes assessing which platform and domain you should use, determining what type of content you will have, and setting goals for analytics tracking over various timelines.

Website design: Your website design is an ever-changing canvas, don’t feel as if the page layout, fonts, imagery and content can’t be changed and adapted as time goes on.

Include keyword research: Keywords help develop relevant content that speaks to the needs, interests, and questions of your target audience, but it also allows you to gain insight into the language they use when searching for services and products. This critical step can inform other areas of your digital marketing strategy, such as SEO, PPC campaigns, and even website copy. From identifying niche terms to exploring seasonal keywords and trends, keyword research sets the foundation for a successful brand presence online.

Social Media Marketing

Websites and social media platforms have become critical levers for financial services companies looking to increase their reach and connect with new target markets.

Firms recognise that these platforms offer unparalleled opportunities to communicate their message and expand client engagement at all levels. Building a presence on websites and social media allows advisors to spread brand awareness and create meaningful relationships with clients through creative content and regular communication.

Integrated marketing strategies, including websites and social media, can boost audience growth, generate leads, increase client loyalty, solidify brand identity, and drive greater visibility within the financial services sector.

Financial services company website strategy

Building a successful website strategy involves a lot of planning and dedication, but it doesn’t have to be complicated.

First, research your target demographic to determine what type of content will best appeal to your audience.

Next, carefully consider the design elements to create an optimal user experience that is intuitive and easy to navigate. Set up regular analytics tracking to identify areas for improvement throughout the website’s lifecycle. Always keep your content fresh and up-to-date, as it is a crucial indicator of overall success with visitors seeking valuable content.

Finally, leverage all available promotion channels through SEO strategies and digital advertising to bring quality visitors that can increase engagement.

Time to bring your website goals to life for your digital audience?

Is your website fit for purpose? Regarding website design, we have over two decades of financial service experience providing the right blend of creativity and technical skills to bring your website goals to life for your digital audience. For more information about how Goldmine Media can help your business, talk to a member of our Business Development Team at 0845 686 0055 or email:

Poppy Howard, Marketing Automation Specialist, Goldmine Media

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