Financial services & fintech web design

Five things, in the order they matter. A site structured around how your buyers actually evaluate you, so what they look for first (investment philosophy and fees for an advisor, security, compliance and integrations for a fintech platform) is findable in a few clicks. Copy and design produced together from one content strategy, so you're never reviewing lorem ipsum. Legal and compliance review as scheduled stages with named reviewers, built into the timeline rather than added on top of it. A CMS your marketing team can run without developer tickets, with disclosures handled as content. And SEO and AEO built into the redesign, so rankings survive the launch and you get cited when someone asks an AI assistant for a recommendation. A standard project runs about 14 weeks.

Most agencies treat financial services as one more vertical. We build around how financial buyers actually decide, and that looks very different for a family choosing an advisor than for a bank's procurement team vetting a payments vendor. One senior team handles strategy, design, development, SEO and AEO under a dedicated project manager, so nothing gets lost in handoffs. We've launched sites for Glenmede, Glia, Zero Hash, TriplePoint Capital and Menlo Ventures, so you're not paying us to learn the category.

Look past the portfolio and ask three questions. How do they handle compliance review? An agency that hasn't worked with legal will blow up your timeline. How do they protect rankings during the migration? A mishandled launch can wipe out years of organic search work. And have they worked with companies that sell the way you do, with long cycles and buying committees? A site that looks great but confuses a bank's risk team won't help you close.

We plan for it from kickoff. Your compliance and legal reviewers are named in the project plan, and review happens at set stages (sitemap, copy, design and pre-launch) so they're never handed the whole site the week before launch. Disclosures, disclaimers and required language live in the CMS as reusable content, so updating them later means changing one block instead of editing every page. If you have SOC 2, regulatory or partner-bank requirements, we build them into the brief at the start.

No. If your site is already in decent shape, our Ongoing Optimization retainer is often the better fit. Instead of a full rebuild, we improve the site in pieces with CRO tests, new pages, SEO and AEO updates, and whatever marketing needs next. You spend less, and you often see results faster because changes start launching right away. After we look at your site, we'll tell you which option makes sense.

It can, if the migration is treated as an afterthought, and that's how a lot of B2B companies lose organic traffic after a relaunch. We run the same migration process on every project: keyword research before the sitemap is set, a 55-point redirect map, content parity checks, schema carried over, and 30 days of post-launch monitoring. SEO is on the team from day one instead of a check at the end.

A standard financial services redesign runs about 14 weeks, usually somewhere between 12 and 16 depending on the size of the site and how many review rounds compliance needs. Sites with multiple products, audiences or brands can take longer. The proposal includes a week-by-week timeline that shows when your reviewers are needed, so there are no surprises mid-project.

It depends on the size of the site, the number of page templates, content and migration scope, integrations, and how much SEO and AEO work is included. After a scoping call, we send a written proposal with scope, timeline, team and investment, and we'll tell you on that first call if your budget and goals don't line up. If a full redesign isn't the right fit, our Ongoing Optimization retainer is a lower-cost way to improve the site over time.

Yes. Buyers increasingly ask ChatGPT, Perplexity or Google's AI Overviews for a shortlist before they ever visit your site. Our AEO work covers schema, answer-structured content, llms.txt, and getting you mentioned on the third-party sources those tools cite, like G2, Clutch, Reddit and industry publications. We track citations over time so you can see where you're showing up. For Glenmede, LLM-sourced contact requests grew 828.57%.

Yes. Alongside wealth managers like Glenmede, we've worked with Glia, the banking interactions platform used by more than 700 banks and credit unions, and Zero Hash, which provides crypto and stablecoin infrastructure to fintechs and financial institutions. We've also worked with TriplePoint Capital, a specialty finance company lending to high-growth companies, and venture firms like Menlo Ventures and Reach Capital. The buyer changes from one to the next, but every one of them is making a long, high-stakes decision where the website has to build trust before anyone picks up the phone.