Uncovered - The Key Elements of Successful Financial Website Design

Written by Kevin Liew on 26 Oct 2017
17,383 Views • Web Design

Earning money is not that difficult, but managing it? That requires some work. Not everyone has a financial advisor or a guidebook to tell them where to invest their hard-earned savings. With so many companies, terms and trends popping up every day, the world of finance can be quite daunting for an average investor. Lucky for you, there’s the internet. Financial websites keep you updated about the latest changes in the market and also offer some sound advice as to where you can invest your money.

Developing a financial website is a tricky task, however; a good financial website needs to be dynamic, appealing, authentic, and accurate. And these are just some of the basic elements it should have! We have uncovered a list of all the key elements that every successful financial website must offer, check it out:

Availability, Aesthetics, and Accessibility

Let’s start with the basics, the design and aesthetics of your website are of utmost importance. Choose a robust website builder to develop a clean, clutter-free and minimalistic interface that’s responsive and easy to navigate through. Also, make sure that your site can handle the different screen resolutions and that the content loads perfectly on mobile devices. Double check the website for any dead link as it can adversely affect your SEO ranking. Nothing frustrates a user faster than a 404 error message. Strive to make the website as user-friendly, intuitive and interactive as possible.  

Another thing that you need to take care of is the website’s online availability. Because, no matter how great your content is, it is of no use to people if it can’t be accessed when required. High server uptime is directly proportional to the performance of the website. Therefore, it is best that you invest in a good web host and domain registration service. Reliable website builders offer you secure web hosting and also take care of backend security upgrades.

Content Clarity and Credibility

Once you have designed the basic layout of the website, the next step is to take care of the content clarity. Content quality is the core of any website and you just cannot afford to screw it up. Don’t clutter your platform with loads of complicated features as it will only discourage people from checking it out. The trick is it to keep it simple and real. Provide content only from credible sources and update it consistently according to the changing trends.

People look up to financial websites not only for the stats and figures but also solid investment advice. Remember, most of the people who visit your website are but simple investors who don’t have an in-depth knowledge about the technicalities of the market. Visitors come to your website with certain goals in mind. In this case, they want information on the latest share values, company trends and other investment changes. It is your job to help them get the desired information as soon as possible.

Relevancy and Accuracy

Now, this is kind of an obvious point but a pretty important one nevertheless. People visiting a financial website expect only the most accurate, relevant and the latest information, including correct financial terms. You cannot just post a bunch of random figures for the heck of it, a person’s entire life saving depends on the information you post online!

However, financial websites aren’t just about providing the stats and share values. You also need to talk about the trends and terms of companies and new investment opportunities to give the investor a clear idea as to what’s happening in the market. The website should include graphs, charts, articles, reference links, financial dictionary and loads of other credible sourcing that confirm the accuracy of the content. Plus, consider the kind of plugins and widgets you’d need; for instance, stock market update tickers, marquees, and alerts.

Check your content for any technical errors, grammatical and spelling mistakes. You can use the different applications and plugins online to check the readability of the content as well. Include an About Us page in your website that mentions a valid email address, phone number and if possible a physical address that people can contact you on.

Include Company Profiles, Logos, and Proper Links

Credibility is one of the most coveted aspects of any financial website. For, even if the visitor does find the information he’s looking for, it is unlikely that they will trust it unless your website design evokes a sense of credibility.  

Include company profile, brand logos and proper links to official websites on your web page. Inserting the logos of the organizations you’re affiliated with inculcates a sense of trustworthiness in the mind of the visitor. It sends the right signals to your present and potential clients. You can even mention some testimonials, add a comments section for valuable feedback or add links to your social media accounts.

However, note that most business websites have a lot of links (most of which are useless or dead) that only confuse the user. Navigating through these websites is a tedious process. Provide only relevant, simple links to access web pages. Also, try to use different colors for depicting different links. To make management easier, look for a website builder that offers options such as preset About Us, Our Team, and Partners pages, etc.

Feature Your Team

We’ve already talked about the design of a financial website; let’s talk about its purpose now, shall we? A financial website paints a picture of the market. It mentions the details about the different companies, organizations, opportunities available for sale and how visitors can invest in them. Other than that, the website also gives users valuable information about where and how much to invest in what policies and projects. By adding a panel of finance gurus, experts, and professional economists, you send out a positive signal to your visitors.


Remember, your website is not merely a portal that provides numbers and figures; it is much more personal than that. You’re helping people invest and multiply their money. Don’t be just another boring business website. Add pictures and bios of the many developers and professionals on your team to establish a more personal connection with the viewer.

Loud and Clear CTA

Now, your website could be the most appealing financial platform out there, but it still is failing its purpose if you’re not compelling your visitors to take some action once they land up on your page. Most visitors just browse through your website and move on. However, there may some people who would want to subscribe to your services. A powerful CTA or call-to-action button guides them through the process. Simply including a “Subscribe to Newsletter” button or a “Schedule a meeting option” can work wonders for your website.

CTA is one of the strongest inbound marketing strategies that assist in lead generation, increased engagement and faster sales. Add a big and bright subscription or newsletter pop-up option on the home-page. This way you can keep in touch with those who have given their emails ids and provide financial guidance whenever required. Website builders help you with landing page design templates, CTA buttons included.

The Bottom Line

Thanks to the many website builders out there, you can design fully functional blogs and web stores without writing a line of code. Now, that’s something. Financial websites have always been a major source of market information for investors across the world. By following these aforementioned key elements, budding developers can generate maximum traffic for their financial website and channelize it smartly.  

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