A financial website is a site or portal that provides different financial data and information all in one website. The financial website will act as information hubs for the fintech company users or clients who are often investors and provide up-to-date financial information and data to make their decisions.

Financial websites are often cloud-based platforms that are customizable for both the fintech companies and the investor client. Several online brokerages now offer their customers financial websites in addition to trading services, but non-brokers also provide websites either for free or by subscription.

Financial Website Design

In today’s world, it is much easier and more convenient for a person to first learn about the services and offers of various fintech companies before visiting the office location in their city. This simply means that creating a functional and informative financial website is one of the best ways to stand out from other fintech companies. In this way, you can influence the potential client to choose favour of your company.

Financial Website Key Takeaways

A financial website is a comprehensive online platform that aggregates financial and economic information and data for users to monitor and digest.

The websites can be user-customizable, like a dashboard showing only the relevant data wanted by the user. Users tend to be investors who use the financial website to gather the information necessary to make trades, such as

  • Quotes
  • Research
  • Fundamental
  • Technical analysis, etc.

The financial website is significantly different from any other website for the reason that users need to provide absolute security of confidentiality and safety of information for their clients, as well as provide technically complex functionality.

The fast pace of life forces organizations to provide clients with some operations that they could do by themselves without visiting the nearest office. The financial website is the key to having good communication with customers and increasing their loyalty.

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It is important not to overfill the website with information, but to allow customers to independently study the services you provide, learn how to open an account or learn about the conditions for issuing loans.

Setting Goals that your Financial Website will fulfil

Investors need the latest information on a financial website to stay current with the markets and make educated trades. Although there are many websites to choose from when deciding where to get your information, some make more sense than others depending on the information you need.

The financial website of any fintech company must fulfil the following goals

  • Image creation: A personalized landing page or the creation of a card site is perfect for increasing brand awareness. Your brand may need to create several landing pages for different services. For example, loan formalization; in which cases you can get a loan; create a common portal for your fintech company. The next step is to set up operating website navigation.
  • Internet portal with all the necessary information: Such a decision is important for large organizations to keep their clients informed about the latest financial news. This solution plays a huge role in effective website optimization and SEO promotion. If you need to create an information portal, then it is worth considering that this is a large project and it is difficult to add it to an existing financial website.
  • Provision of online services: If your organization provides a wide range of services, then you should think about how to make this process as convenient as possible for customers. One of the main services is lending. Each client wants to get advice or get a loan. Every month there are new offers for loans and their terms. In this regard, you need to quickly create lending and launch advertising for a larger number of existing customers or potential clients to learn about new offers.
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Outlining of a financial website of a fintech company

In most cases, users visit the financial website to use online banking and then close the website. This, in turn, negatively affects the conversion of your website and suggests that your customers are not sufficiently involved in the activities of your company.

When the financial website is of high quality, its structure is easy and understandable, the navigation system is successfully configured, then clients will more willingly go to other pages, study the fintech company activities and the services provided. This will undoubtedly increase your credibility and increase the demand for other services.

To increase customer confidence, you need to provide information that guarantees your reliability. These can be

  • Licenses
  • Certificates of Incorporation
  • Registration documents
  • Statutory regulations

In the view of clients, you will appear as an expert in this field of activity.

  • If you want to increase the conversion of your financial website, consider using a mega menu: This feature allows users to immediately open a page of the 2nd or 3rd level, which makes it much easier to explore your website and find useful information. Website development companies know for sure what must be done to create a functional financial website with a clear navigation system.

Financial Website Templates

  • Insert the loan and deposit calculator: Such a function will allow the client to independently calculate the services, place an application and find out about the necessary documents that must be submitted. A client who wants to get a loan will be able to calculate the interest on the loan and payments without the help of a financial advisor.
  • Provide the customer with the addresses of ATMs and your fintech company branches. When in a hurry, it is important for people to quickly find the location of the nearest ATM or a fintech company branch and understand how long it will take them to get there.
  • Install geolocation. Without wasting time launching the application with maps, the client can immediately come to your fintech company’s desired department.
  • Availability of a callback. Provide your customers with a quick call from a specialist.
  • Online consultation. Having an online consultant, clients will be able to quickly get answers to their questions.
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Finacial Website Design

The first thing that grabs the attention of customers is the visual performance of a financial website. The design of an organization should be harmonious. Starting with

  • The website
  • The design of your offices
  • Ending with your accounts

When choosing a website design, use the corporate colours of the organization that are familiar to customers. It’s important not to overdo it with bright colours.

Visit Qulix for the best front-end development services for your financial website design. Creating a recognizable design for your financial website that is not cluttered with unnecessary information will help keep pace with trends and attract potential customers.

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