Financial Services


Enhance your customer experience by incorporating features tailored to financial services

Financial Services

Expertise in digital for Financial Services

Our experienced team understands the unique challenges in the financial services sector. We offer strategy, UX, design, and development to build strong and visually appealing digital platforms. Our focus is on ensuring seamless user experiences, maintaining high-security standards, and ensuring scalability.
We cover a wide range of financial services including B2B and B2C:

  • Investment

  • Insurance

  • Banking

  • Financial Advice

  • Fintech

Homeprotect Website Design


Discover how Filter helped Homeprotect rebuild their online presence and achieve their goal of a super-fast, highly accessible website.

Co-workers have coffee

Personal Online Experience

“98% of marketers reportedly believe that personalisation advances customer relationships.” – Forbes

When it comes to financial services it’s no different. B2B and B2C customers expect an experience tailored to their needs. After all the market is vast and the consumer ultimately has a choice between brands. That’s why we ensure a high level of personalisation in all our web builds and app products.

Below are some ways you can leverage website personalisation within the financial services industry.

Customised Content: The website can deliver tailored content based on the user’s profile, preferences, and previous interactions. This may include recommendations, relevant articles or blog posts, and targeted financial advice.

Interactive Tools and Calculators: Financial services websites often provide interactive tools and calculators that allow users to estimate loan payments, plan for retirement, analyze investment options, or create personalised budgets.

Seamless User Journey: A good financial services website will ensure a smooth and intuitive user journey, from easy navigation and quick access to relevant information to simplified account management and secure transactions. The website should anticipate user needs and provide a seamless experience throughout their financial interactions.

Customer Support and Assistance: Users can expect customer support options, such as live chat, email, or phone support, to address their specific queries or concerns. The website may also offer self-service resources, FAQs, or video tutorials customised to the user’s account or specific financial situation.

Personalisation ebook

98% of marketers reportedly believe that personalisation advances customer relationships.” – Forbes

To find out more about the benefits of personalisation and why it’s essential to business success, make sure to download our free enterprise guide.

Regulations and Compliance

It’s fair to say that financial services face more regulations than most. In recent years, compliance challenges and risks have grown more intricate due to the introduction of new legislation specific to technology. For instance, meeting web accessibility standards has become a legal requirement.

We recognise the path to compliance can be daunting whether its FCA or GDPR regulations, experience has taught us how to navigate through the process, and how to collaborate with our clients to achieve the right results.

Financial Services Website Design at Scale

At Filter, we proudly embrace our recognition as trusted WordPress VIP Partners. We are experts in overcoming the unique challenges that arise in enterprise environments, and we’re here to support you every step of the way. From stringent security requirements to rapid scalability needs, multi-tenancy site structures, and seamless multilingual support, consider it all covered.

Our reputation as a go-to partner for brands entering the enterprise arena and our successful collaborations with multi-billion-pound global organisations speak for themselves. We genuinely enjoy taking on these substantial challenges and consider it our speciality.

Website Performance

Exceptional performance

Empower your organisation with complete command over your marketing technology. Our goal is to equip you with the necessary tools to make your website lightning-fast, highly secure, and easily accessible to all.

With our services, you can expect:

Accessibility Testing & Guidance: We ensure that your website meets accessibility standards, allowing everyone to engage with your content effectively.

On-page SEO Optimization: Enhance your website’s visibility and search engine rankings with our expert on-page SEO optimisation.

Security Updates: Stay protected against evolving threats with regular security updates, ensuring the safety of your valuable data.

CMS Training: We offer comprehensive training on content management systems, enabling you to efficiently manage and update your website.

At Filter, we put performance first. Every website we build undergoes rigorous testing, including measurement against Core Web Vitals, to guarantee exceptional scores on both mobile and desktop devices.

Web Content Accessibility Guidelines for Financial Services Website Design

Did you know that a substantial 60% of consumers abandon their purchases due to unsatisfactory user experiences on websites, often stemming from accessibility issues? At Filter, we recognise the critical importance of catering to a diverse range of users including people with disabilities. Our dedicated team will work closely with you to ensure a high level of digital accessibility that aligns with content accessibility guidelines WCAG standards, enabling all your website visitors to fully enjoy its content without limitations.

Here’s an interesting fact: the quality of your page content directly impacts your search rankings. By enhancing the accessibility of your website, you can improve your organic search results. Curious to learn more? We invite you to download our Free eBook, The Marketer’s Guide to Web Accessibility, where you’ll find valuable insights and information.

Accessibility eBook
Customer Support

Fully Supported & Secure

You can relax knowing that we have your back when it comes to offering support and continuous enhancements for your mobile app or WordPress website. Our dedicated in-house support team provides comprehensive coverage for all the development work we undertake. In other words, if we built it, we’ll maintain it.

Moreover, Filter has established partnerships with two renowned Managed WordPress Hosting providers: WordPress VIP and WP Engine. This collaboration guarantees exceptional server performance and top-of-the-line security measures for your website to fight against DDoS attacks and malicious code, including Web Application Firewall (WAF). With our trusted hosting partners, you can feel confident that your online presence is in secure hands.


Interested in working with us? We’d love to hear from you.

Copy link
Powered by Social Snap