Financial services website design: The complete guide

A guide to creating engaging financial services website designs

Your financial services website design must evolve as the industry shifts. As such, creating an engaging digital presence for your firm is now more critical than ever to attract more web visitors and bring in more growth.

The design of your site plays an enormous part in deciding whether web visitors select you for their needs or choose another provider. What’s more, ensuring that your website pops up at the top of the results when people search for your services online (using search engines like Google) is essential.

Throughout this guide, we discuss how to improve your website design in the fast-paced digital world and, in addition, provide you with cutting-edge features and principles to consider.

Are you ready to improve your web design knowledge for your firm? Read on to learn more about enhancing your understanding of how to create an effective financial website design to attract and retain clients.


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What is a financial services website design?

First, the design of your site should be user-friendly, visually appealing, and navigable. A website with a cluttered design and poor user experience may turn off consumers before they even know about your offerings. In the long run, not having a clean design can lose you revenue.

First, when designing your website, it’s essential to make sure your site is easy to use, looks nice and is easy to get around. If your site is cluttered and hard to navigate, the user experience may turn off consumers before they know about your offerings. In the long run, not having a clean design can lose you revenue. So, keeping things clean and easy to use is essential to keep web visitors coming back!

Second, financial products are complex. That’s why your website must be designed to make the process as simple and straightforward as possible. By doing this, you’ll build trust with your potential clients and really connect with them.

It’s essential to keep the design of your site organised and clear so that people feel confident working with you and your financial services. A well-designed site will make it easy for them to trust you with their valuable finances.


Financial services website design2


Guidelines for creating a user-friendly web design

Creating an eye-catching, easy-to-navigate site is more important than ever. Following our user-friendly finance website design guidelines will help you achieve your goals and build a strong visual identity.

Here are our guidelines for creating a user-friendly website:

Making navigation easy and intuitive

Navigating online can sometimes feel like wandering aimlessly through an unfamiliar city with no map. Because of this, that’s you need to make your navigation easy and intuitive for visitors. For this reason, you should place menus and links in logical locations and use descriptive labels. And as a result, your visitors can quickly and effortlessly find the important information they’re looking for.

Optimising for search engines (SEO)

When it comes to establishing a strong online presence, SEO is an essential factor to consider. This, in turn, will lead to increased visibility, traffic, and, ultimately, conversions for your firm.

However, SEO involves more than just including keywords in your site’s content. In fact, factors such as load speed, mobile responsiveness, and quality backlinks also seriously improve your site’s presence. In the long run, SEO will set your firm up for long-term online success.

Are you looking to expand your knowledge of online search? Delve into our comprehensive SEO guide to learn more!

Fast loading speed

In today’s digital age, fast loading speed is essential. With users expecting a seamless and speedy experience, slow loading times can lead to frustration and even loss of business.

It’s essential to regularly test loading speeds and make necessary changes to ensure optimal performance. Doing so will improve the website visitors’ experience and maintain a competitive edge in the sector.


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Designing a website that truly represents your firm’s brand identity and values can be a tough task. To start, you need to know your brand messaging, personality, and values, which directly affect your website’s design and content.

Your design should include details such as your firm’s colours, fonts, logo, and imagery. This creates a simple brand image that is easily recognisable for web visitors. It’s important because brand recognition builds loyalty and trust.

By showing your values on your site, you can create an emotional bond with your audience and stand out from your competitors.

Content layout

When you open a website, you want to find what you’re looking for quickly and easily. That’s why you need to make sure your site is easy to navigate and presents information in a clear way.

Imagine reading a book that has no headings, paragraphs, or pictures to break up the text. It would be difficult to read and understand; It’s the same with your firm’s web design.

As such, ensure your website is visually appealing and easy to read.

Make sure you do the following:

  • Break up your text into smaller paragraphs.
  • Use headings to make it clear what each section is about.
  • Use images and videos to make your design more engaging for visitors.

By doing this, web visitors are more likely to stay on your site and come back again in the future.


Making a website that works for everyone, even people with disabilities, is essential. The goal is to make your site easy to use for everyone, regardless of any disabilities they may have. But it takes a lot of knowledge and work to make sure your site can be used by everyone.

You must ensure everything works well for everyone who might use your site, but it can be tough. Special guidelines help designers make sure the website is accessible to everyone. By doing this, it means that no one feels left out or frustrated when using your website.


It’s super important to ensure your website is safe and protects your user’s data. Private information, such as login details or client information, can be stolen if your site isn’t secure. Failing to do so could put your user’s important information in danger! This would have a bad impact on your firm’s image.

Key takeaways

Clear navigation

Optimise for search results

Fast loading speed


Content layout




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Content for your financial services website design

Your online presence is like a handshake with your prospective clients. Because of this, you want to ensure your site’s content looks exciting and has all the right important information they seek.

Here are a few tips for creating engaging content for your finance website design:

  • Keep it simple: Ensure your content is easy for the average user to understand, and break down technical terms into more straightforward language.
  • Tell a story: Use storytelling to make your content more relatable and memorable.
  • Use visuals: Incorporate relevant and eye-catching visuals such as infographics or charts to help convey your message.
  • Include strong call-to-actions: Encourage your readers to take action by including clickable CTAs throughout your content.
  • Be consistent: Ensure your tone, language, and messaging remain consistent throughout your site and in your content to build trust with your readers.

Our team has put together an easy step-by-step guide to content marketing to help you effectively grow your firm!


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Website design KPIs to monitor

If you are serious about driving traffic to your website, you need to track these essential Key Performance Indicators.

Here are some website design KPIs that you must monitor:


These are metrics used to measure how well a website or application meets its users’ needs and expectations.

Bounce rate

The percentage of users who land on a page of your website and leave without taking any action. A high bounce rate suggests that users are not finding what they are looking for or experiencing frustration while navigating your site.

Time on site

The amount of time users spend on your website. The longer they stay, the more engaging and valuable they perceive your content to be.

Conversion rate

The portion of users who take a preferred action on your site, such as making downloading a guide or filling out a contact form. A higher conversion rate leads to more business opportunities.

Performance KPIs

Performance KPIs are metrics that assess how well a firm is doing financially.

Load time

The amount of time it takes for your website to load fully. Slow load times can lead to a poor user experience and negatively affect SEO.

Page speed

The duration or length of time each page takes to load. A fast page speed is important because it impacts UX and SEO.

Mobile responsiveness

The usability of your website on mobile devices. With over half of the internet traffic coming from mobile devices, ensuring your website looks good and functions well on phones and tablets is key.

Design KPIs

These are related to visual and interactive aspects and measure how well your site is meeting its goals.

Visual consistency

A consistent visual design helps to establish and reinforce your brand image to visitors.


How easy it is for visitors to read the editorial on your website. A clear, legible font and appropriate text size and spacing enhance readability.


Make sure all visitors can use your website, regardless of ability. This includes font sizes, colour schemes, and screen reader compatibility.


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How Goldmine Media can help your financial services website design

At Goldmine Media, we offer a wide range of strategies to improve your marketing game. Additionally, we equip your firm with effective SEO tools that can help drive more online traffic.

If you’re looking for tailored solutions for your web design, get in touch with us today to see how our team can help your firm!

Download our brochure.

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