How to Choose the Best Website Development Agency for Financial Services

Load more tags
Default Rounded Image
circle-image

In today’s digital-first world, a FinServ company’s website isn’t just a digital business card—it’s a core business asset. Whether it’s attracting new clients, streamlining customer journeys, or ensuring compliance with industry regulations, your website plays a pivotal role in your brand’s success. But not all website development agencies understand the unique challenges of financial services.

So, how do you choose the right agency? We’re going to break down the key factors that set our top-tier financial services web development agency apart.

1. Industry Experience & Expertise

Financial services operate under strict regulations and customer expectations. A generalist web development agency might create a visually appealing site, but does it understand financial compliance, security protocols, and industry best practices? At Inbound FinTech, we understand the financial services industry inside out. We have a proven track record of delivering tailored solutions for banks, fintechs, insurance companies, and asset managers.

Questions to Ask When Choosing a Web Dev Agency

  • Have they worked with financial services companies before?
  • How do you handle regulatory compliance in website development?
  • Can you provide case studies of past financial services projects?

IFT has the right answers to all these questions. 

2. Security & Compliance

Financial websites deal with sensitive customer data, making security and regulatory compliance non-negotiable. The agency developing your website should understand best practices like data encryption, secure hosting, GDPR and PSD2 compliance, and accessibility standards. The last thing you want is a website that puts your business—and your customers—at risk.

Your website Security and Compliance Checklist

✅ SSL certification, multi-factor authentication, and encryption protocols

✅ Experience with regulatory frameworks like GDPR, PCI DSS, and PSD2

✅ Accessibility features that ensure inclusivity


3. Custom-Built Solutions vs. Templates

Financial services firms aren’t one-size-fits-all, so why settle for a website that is? Sure, templates might do the trick in a pinch, but a custom-built site gives you a sleek, on-brand, and future-proof digital presence. The key? Finding an agency that blends tailored design with the flexibility to grow alongside your business.

Key Considerations for Your Website Build

  • Can the agency tailor solutions to your specific business needs?
  • Does the site allow for future integrations (e.g., payment gateways, CRM, AI chatbots)?
  • How does the agency balance customisation with performance and speed?

Inbound FinTech website development projects

One of IFT's latest website development projects for our client Dayshape

4. User Experience (UX) & Conversion Optimisation

A stunning website means nothing if it doesn’t turn visitors into customers. The best agencies don’t just make things look pretty—they craft seamless user experiences that guide people exactly where they need to go. Your website needs to be effortless to explore, engage, and take action.

Essential UX Elements Your Website Should Include

  • Intuitive navigation and mobile responsiveness
  • Fast loading speeds (Google loves them, and so do users!)
  • Clear calls to action that guide users toward conversion

5. SEO & Performance Optimisation

And what’s the point of a stunning site if no one can find it? A top-tier web agency should be obsessed with SEO (oh, and we are!), baking in everything from lightning-fast load times to keyword optimisation and technical SEO from the start—because ranking high shouldn’t be an afterthought.

SEO Must-Haves for Your Website

  • SEO-friendly site architecture
  • Optimised images and fast load speeds
  • Schema markup and structured data for financial content

Elements in the backend of your website such as Meta title and description need to be SEO friendly. 

6. Ongoing Support & Maintenance

A website isn’t a “set it and forget it” asset—it requires ongoing maintenance, updates, and optimisations. The right agency should offer post-launch support, regular security updates, and the ability to scale as your business grows.

What Should Be Included in Your Ongoing Web Maintenance

  • Support packages and service level agreements (SLAs)
  • Content management system (CMS) training for your team
  • Ongoing performance tracking and analytics

7. Client Testimonials & Portfolio

When it comes to choosing the right agency, an agency's track record says it all. Dig into their case studies, client testimonials, and portfolio. If they’ve nailed it for other financial institutions, chances are they’ll do the same for you.

At IFT, we don’t like to brag, but we have had many successful website projects. 

Client testimonial from a website development project done by IFT

Why Inbound FinTech Stands Out

At IFT, we don’t just build websites—we craft high-performing digital experiences designed for financial services firms. With a mix of deep industry know-how, cutting-edge tech, and a laser focus on results, we create sites that don’t just look good—they work hard to grow your business. Whether you're after a brand-new site, a seamless migration, or a game-changing optimisation strategy, we’ve got you covered.

Ready to future-proof your financial services website? Let’s chat!

Read our brag book to view more of our successful stories.

 

read more

Comprehensive digital services toolkit to drive business growth

Whether you’re after a one-off project or an ongoing support retainer, we have inbound marketing services and digital solutions to meet your needs. IFT’s team of specialists, across a wide range of disciplines, is ready to help your Financial Services business bloom.

RELEVANT RESOURCES

See all resources
How the right CRM set-up for Financial Services can turn more leads into revenue | Webinar
The Right CRM Set-Up for Financial...

What you’ll learn in our CRM for Financial...

Learn more
[Ebook] Guide to Inbound Marketing for...

What our Inbound Marketing guide covers: The...

Learn more
B2B Pay-Per-Click (PPC) Case Study for FinTech and Financial Services
PPC Case Study for B2B FinTech and...

What our Driving Quality Lead Generation through...

Learn more
On-Demand Webinar: Choosing the Right CRM for Financial Services | Inbound FinTech
On-Demand Webinar: Choosing the Right...

What you’ll learn in our CRM for Financial...

Learn more