Web Design for Financial Services

ADA compliant, secure, and SEO ready websites for banks, credit unions, wealth managers, insurers, mortgage lenders, and fintech. Built for Core Web Vitals, WCAG 2.2 AA, GLBA privacy, FFIEC usability guidance, and SEC or FINRA marketing rules.

What Is Financial Services Web Design?

Financial services web design combines accessibility, security, conversion science, and entity based SEO to launch compliant, fast, and discoverable experiences. Sites must explain products clearly, route users to calculators and applications, and scale branch and advisor templates for Local Pack wins.

  • Outcomes: funded accounts, applications, policy binds, booked consultations, AUM growth, and lower cost per acquisition
  • Surfaces: product pages, rate tables, calculators, branch or advisor pages, FAQs, and disclosures
  • Quality signals: E E A T for YMYL, WCAG 2.2 AA checks, CWV performance, archives, and structured data

Measured UX and Conversion Wins

Design decisions are tied to revenue. Dashboards show Core Web Vitals, form conversion, accessibility scores, and qualified lead volume.

+37%
Form Conversion Rate
0.9 s
Largest Contentful Paint
0.03
Cumulative Layout Shift
98%
WCAG 2.2 AA Checks Passed

Why Financial Institutions Choose Egochi for Web Design

Accessibility, compliance, and search performance in one system, from design tokens to branch scale.

Accessibility by design

Color contrast, focus states, keyboard support, semantic HTML, media alternatives, and audit scripts tuned to WCAG 2.2 AA.

Entity rich architecture

Schema for products, rates, FAQs, branches, and advisors with clean IA, crawl depth control, and internal links.

Secure patterns

Minimal data capture, privacy language aligned to GLBA, sensible anti spam, and vendor hardening with least privilege.

Design system and components

Reusable cards, rate tables, calculator shells, FAQ accordions, and locator modules that speed delivery.

Local at scale

Templates for branch pages and advisor bios, GBP data mapping, and structured FAQs for Answer Engine results.

Attribution you can defend

GA4, call tracking, and intake notes mapped to products, approvals, policy binds, and AUM for board ready reporting.

Financial Services Web Design Solutions

A component library and delivery workflow that launches fast, compliant, and high converting financial websites.

IA

Information Architecture

Task based navigation for products, rates, calculators, branch or advisor pages, and support. Shallow paths and meaningful labels.

Short paths to application and consult.
ADA

WCAG 2.2 AA Accessibility

Contrast, focus, semantics, alt text, captions, aria where appropriate, and periodic audits with remediation plans.

Reduces legal and usability risk.
CWV

Performance & Core Web Vitals

Lean JS, optimized media, server caching, critical CSS, and predictable layout to improve LCP, INP, and CLS.

Better rankings and UX on mobile.
DS

Design System

Tokens, type scale, grids, and components for rate tables, calculators, cards, and FAQs with governance rules.

Faster delivery and consistent UI.
CMS

CMS & Governance

Editorial roles, approval flows, content types for products, rates, branches, advisors, and FAQs.

Content safety with version history.
SEC

Compliance Ready

Disclosure blocks, archive feeds, change logs, and language patterns aligned to SEC and FINRA guidance.

Marketing and legal alignment.
LOC

Branch & Advisor Templates

Scalable locator, branch pages, and advisor bios with services, reviews, and structured data for Local Pack.

Improves calls, directions, and bookings.
CALC

Calculators & Tools

Mortgage, savings, payment, and ROI tools with event tracking, schema, and linkable results.

Earns links and snippets.
SEO

Schema & AEO

Product, FAQ, Organization, and LocalBusiness markup plus Q&A patterns for Answer Engines and snippets.

Better SERP coverage.
CRO

Conversion UX

Trust blocks, fee or rate clarity, staged forms, and friction audits that raise completion rates.

Pairs with analytics dashboards.
SEC

Security & Privacy

Hardened plugins, least privilege accounts, secure headers, and cookie control with GLBA aligned notices.

Safer operations for teams.
QA

QA & Launch

Accessibility, performance, SEO, and analytics checks before go live with rollback points and archives.

Clean releases and clear logs.

Financial Web Design Sectors We Cover

Bank Web Design

Retail and business banking with rate tables, calculators, branch pages, and account opening flows.

Credit Union Web Design

Member first navigation, community signals, and locator scale with strong accessibility and mobile UX.

Wealth Management Web Design

Advisor bios, investment explainer content, disclosure ready blocks, and consultation booking.

Insurance Web Design

Line specific pages, quote forms, agent finders, and claim support paths that reduce friction.

Mortgage Web Design

Loan officer pages, calculators, rate education, and pre approval journeys that convert.

Fintech UX & UI

Feature explainers, onboarding flows, and documentation that earn links and trust safely.

Payment Processor Web Design

Merchant services with integration pages, security proof, and partner validations.

Private Banking Web Design

High net worth journeys, reputation evidence, and discreet consultation flows.

How Our FinServ Web Design Program Works

A sprint model with design, engineering, compliance, and analytics working in parallel, then merging at QA.

1

Discovery & Risk Review

Products, geo coverage, accessibility posture, data capture, disclosures, and brand rules with stakeholder interviews.

2

Architecture & System

IA, component inventory, design tokens, and CMS content types for products, rates, branches, advisors, and FAQs.

3

Build & Integrations

Templates, calculators, locator, search, analytics, and consent with performance budgets.

4

Compliance & QA

Accessibility audits, copy checks, disclosure placement, archives, and change logs before approvals.

5

Launch & Optimization

Monitor CWV, Answer Engine coverage, Local Pack, and conversion with iterative tests on forms and CTAs.

Compliance, Privacy, and Accessibility
WCAG 2.2 AA focus, semantics, labels, and media alternatives
GLBA clear notices, minimal data capture, and consent controls
SEC & FINRA disclosure blocks, archives, and approved language patterns
Security least privilege, secure headers, and vendor reviews

Nothing here is financial advice. All assets route through your approvals before publication.

Financial Services Web Design Case Studies

Design systems and launches that improved usability, speed, and qualified demand.

Bank of Sun Prairie website design case study

Bank of Sun Prairie

Component library, branch templates, and calculator shells that lifted conversions and Local Pack signals.

+29%Qualified Leads
0.98 sLCP on Mobile
97%A11y Checks
View Case →
Affirm Holdings design case study

Affirm Holdings

Fintech UX, feature explainers, and performance budgets that improved engagement and crawl efficiency.

+54%Time on Page
+21%Organic Clicks
0.02CLS
View Case →

Meet Your Finance Web Design Team

Specialists in accessibility, compliant copy, secure engineering, and search performance for regulated industries.

Jobin John
Jobin John
Jobin John
Chief Executive Officer
Justin Brown
Justin Brown
Justin Brown
Head of Search Engine Optimization
Bryan Thomson
Bryan Thomson
Bryan Thomson
Head of Web Design & Development
Ina Komins
Ina Komins
Ina Komins
Head of Social Media Marketing
Kierra Pita
Kierra Pita
Kierra Pita
Head of Advertising & Content Marketing
Patricia Turner
Patricia Turner
Patricia Turner
Chief Creative Officer
William Carter
William Carter
William Carter
Chief Digital Strategy Officer
Andrew Miller
Andrew Miller
Andrew Miller
Senior SEO Strategist
Amy Robinson
Amy Robinson
Amy Robinson
Content Marketing Manager
Betty Harrison
Betty Harrison
Betty Harrison
PPC Campaign Specialist
Anthony Carter
Anthony Carter
Anthony Carter
Lead Digital Account Executive
Amanda Cooper
Amanda Cooper
Amanda Cooper
Social Media Director
Carol Parker
Carol Parker
Carol Parker
Senior Client Success Manager
Barbara Bennett
Barbara Bennett
Barbara Bennett
Email Marketing Lead
Charles Turner
Charles Turner
Charles Turner
Technical SEO Analyst
Brian Sullivan
Brian Sullivan
Brian Sullivan
Creative Director
Christine Walker
Christine Walker
Christine Walker
Director of Project Management
Christopher Brooks
Christopher Brooks
Christopher Brooks
Digital Marketing Strategist
Daniel Wright
Daniel Wright
Daniel Wright
Senior Analytics Specialist
David Henderson
David Henderson
David Henderson
Lead Content Strategist
Donna Mitchell
Donna Mitchell
Donna Mitchell
Client Communications Manager
Elizabeth Foster
Elizabeth Foster
Elizabeth Foster
Director of Paid Advertising
Supriya J. John
Supriya J. John
Supriya J. John
Brand Experience Specialist
Emma Scott
Emma Scott
Emma Scott
Social Media Content Creator
George Crawford
George Crawford
George Crawford
Technical Solutions Architect
Jacob Evans
Jacob Evans
Jacob Evans
Digital Content Coordinator
James Anderson
James Anderson
James Anderson
Marketing Automation Specialist
Jason Palmer
Jason Palmer
Jason Palmer
Junior Copywriter
Jeffrey Reynolds
Jeffrey Reynolds
Jeffrey Reynolds
Paid Media Analyst
Jennifer Lewis
Jennifer Lewis
Jennifer Lewis
Community Engagement Specialist
Jonathan Murphy
Jonathan Murphy
Jonathan Murphy
SEO Reporting Specialist
Joseph Morgan
Joseph Morgan
Joseph Morgan
Influencer Marketing Coordinator
Kenneth Stevens
Kenneth Stevens
Kenneth Stevens
Digital PR Manager
Kimberly Harper
Kimberly Harper
Kimberly Harper
Digital Marketing Intern
Kevin Morris
Kevin Morris
Kevin Morris
SEO Outreach Specialist
Lee Dawson
Lee Dawson
Lee Dawson
Junior Web Developer
Linda Peterson
Linda Peterson
Linda Peterson
Email Campaign Coordinator
Lisa Thompson
Lisa Thompson
Lisa Thompson
Social Media Ads Specialist
Margaret Bradley
Margaret Bradley
Margaret Bradley
Marketing Operations Lead
Mark Richards
Mark Richards
Mark Richards
Data & Insights Analyst
Mary Kennedy
Mary Kennedy
Mary Kennedy
Senior Copyeditor
Matthew Clark
Matthew Clark
Matthew Clark
Growth Marketing Manager
Michelle Sanders
Michelle Sanders
Michelle Sanders
Junior Marketing Designer
Michael Foster
Michael Foster
Michael Foster
Senior Conversion Rate Specialist
Nancy Wheeler
Nancy Wheeler
Nancy Wheeler
Digital Analytics Manager
Nicholas Pierce
Nicholas Pierce
Nicholas Pierce
Affiliate Marketing Specialist
Nicole Adams
Nicole Adams
Nicole Adams
Outreach Program Coordinator
Paul Franklin
Paul Franklin
Paul Franklin
Paid Social Campaign Manager
Richard Barnes
Richard Barnes
Richard Barnes
Reputation Management Specialist
Robert Murphy
Robert Murphy
Robert Murphy
Lead Solutions Architect
Ronald Davis
Ronald Davis
Ronald Davis
Marketing Technology Analyst
Ryan Bell
Ryan Bell
Ryan Bell
Paid Media Buyer
Sandra Gregory
Sandra Gregory
Sandra Gregory
Digital Account Coordinator
Scott Hopkins
Scott Hopkins
Scott Hopkins
CRM Implementation Specialist
Shirley Ellis
Shirley Ellis
Shirley Ellis
Customer Insights Manager
Stephanie Cross
Stephanie Cross
Stephanie Cross
Brand Content Designer
Steven Greene
Steven Greene
Steven Greene
Web Analytics Specialist
Susan Price
Susan Price
Susan Price
Affiliate Campaign Manager
Thomas Fisher
Thomas Fisher
Thomas Fisher
Lead Technical Architect
Timothy Nash
Timothy Nash
Timothy Nash
Mobile Marketing Strategist

Financial Services Web Design FAQs

How is financial web design different from other industries?+

It must meet accessibility, security, and compliance expectations while staying fast and easy to use. Language, disclosures, archives, and templates are part of the system.

What timeline to launch should we expect?+

Most sites launch in 8 to 16 weeks depending on scope, integrations, and approvals. We release in sprints so value arrives earlier.

What CMS do you recommend?+

We use WordPress with structured content types or headless setups when scale, speed, or workflows require it. Governance and roles are configured from day one.

How do you ensure accessibility?+

We design with WCAG in mind, run automated and manual audits, add semantic markup, provide media alternatives, and fix issues before launch.

How do you connect design with SEO?+

Entity based IA, structured data, internal links, fast pages, and AEO Q&A blocks help you win snippets, Local Pack, and Answer Engines.

Ready to Launch a Finance Ready Website?

Get a free architecture and accessibility audit with entity mapping, component recommendations, and performance targets. We tie results to accounts, approvals, and AUM.





















    Questions? Call (888) 644-7795 or email [email protected]

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