Creative Website Design Tips For Financial Advisor to Boost Their Conversion Rate

Embark a new journey of your website with a motive to enhance conversion rate. Smart designing can make all the difference. And your website design can make or break the conversion rates. Sources say 46.1% of people identify that the business is credible or not through its outer appearance. So it’s extreme importance to present your website professionally in front of your audience. With this post, we will discuss some Financial Advisor Website Design tips to boost their conversion rate. Before moving a step forward, let’s understand the actual meaning of conversion rate.


What is the conversion rate?

Conversion rate is the total percentage of visitor’s approach to a website to accomplish the desired goal of your business.

A company always desire to have a high conversion rate as it indicates the success story of your website design. It never stays stable, keeps fluctuating and variable from one industry to another.


Effective website design tips:

  1. Utilize negative space

You might think Negative space means it has some negative connection with website design. But let us make you clear with this word. Technically, the whitespace in a website design which contains nothing: no words, number or images just white is called negative space. It is space between header, content and even sidebar.

Despite the word ‘negative space’, it reflects positivity. This can be used to attract users by adding a ‘call to action’ button.


  1. Bold Typography

The trend of bold typography is running for the last many years and it continues this year too. It is the biggest tool to give a push to your brand because bold typography can create magic for your website. The basic reason behind using this format is, its easy to read and understand and eventually, it will draw the user’s attention.

In simple words, attractive typography can successful to bring new investors to your financial website.


  1. Make all information on one page

Think like a normal user and write all the doubts over a sheet and then get back to designing work. Bring all the informative content over one page instead of splitting the information into different pages. The more user explores, the more they will get frustrated; it means when a user has to click at different links just to get desire data then there is a probability that they will get irritated.

Try to get everything on one page. For instance, if an investor wants to know the new financial scheme that has been launched by your agency, it’s better to elaborate that in short or true words.

Consumer’s expectations are constantly rotating with the trend. You should stay connected with current technology to interact with your visitors.

The main motive to design a website is to help the visitors to reach their required section. So its extremely important to take quick and effective action to fulfill their desire in their style.

How Responsive Web Design is Effective for Financial Websites

Responsive websites are websites that accept screen sizes and resolutions of desktop, Android & iPhone, tablets and even TV when connecting it with laptop cable.

Creating a financial web design is a kind of challenge for existing or new designers but who have better capability can definitely win the project.

The recent studies have announced the websites which are not well optimized for mobile devices, losing their traffic. So, at the end of 2018, the global traffic of mobile users has grown up by 79%. And still, the websites which are lacking to make itself mobile-friendly is losing the competition without participating.

The web designing, especially for financial platforms, is becoming important. As it can make your business – By putting trust, authority or brand awareness and even break your business if you call the design is responsive but actually, it’s not. And banker, financial institute and insurance companies haven’t time to upload every detail on desktop, mobile, and tablets separately. But by creating a responsive design they can do all the work in one go.

Your Business will be in a great loss if you’re not following a mobile website because visitors will not engage with websites which don’t display well on their device.  It’s a way that forces the users to attack the back button and run to elsewhere.

The responsive web design is more effective for financial websites – yes its true in all aspects.

Creating your website mobile friendly is not an easy task, it takes so much work and innovative plans. At the same, it requires advanced HTML and CSS skills if you have a clear understanding of these languages then go for it otherwise hire a professional designer to bring spark in your website.

The responsive design follows a few steps to help your business:


Content is inserted to a website when the design is finally approved and developed. As we discussed earlier in an indirect way, the content consists of no value if a user is unable to load your website over their mobile or other devices. Make sure the site is responsive so that the content can be rearranged according to your device screen and clearly differentiate the title, subtitle, and descriptions.

Responsive images

It’s another important topic of responsive designing. It is important because it affects your website speed and search engine ranking.

With the user’s browser device, images will be shrunk to display on their web pages. When big or high pixel images are used by designers then that will take some longer time to load over mobile devices and for that, you need to connect with 4G internet connections.

Google gives first preference to responsive websites (mobile friendly sites) then it gives preference to any other device. The responsive design adds special features such as friction free loading, clear visibility and more easy to work on any electronic device when a desktop is not in the condition to work properly.

This type of website can be built by a fluid grid, flexible text & images and media queries. In a meanwhile, your financial website needs to look great and work appropriately over desktop, mobile phones, and tablets.

6 Key Values That Make Web Design Attractive For Financial Websites

Web design is not just an art to visualize, its a collection of different skills to make a website more fascinating in all spheres – typography, background, color scheme, layout and content. All features are infused together when you have a clean and clear direction that guide you about the aspects of design that run towards a common goal.

Develop a website that deals with products and services are quite easy but when it comes to Financial web design, lots of parameters need to be considered. As financial website seems boring, only a few can successful to turn it into an attractive site. Still, have time to renovate your site by concentrating on 6 key values that make it more alluring platform.

  1. Mobile friendly

With time, technology has improved but the bad news is some website designs fail to give mobile experience to users. According to Google, half of the researches have done over smartphones instead of laptop and tablets. The site should be mobile-friendly which can easily run on Android and iPhones.

  1. Improve SEO

Keeping your financial website up with Google and other search engines is a little critical situation. Carefully examine the website design because Google uses various methods to check the effectiveness of your designing. And the good design will get a higher ranking over search engines. Design is not a single key element that makes it unique from other sites; it can be high conversion rates and increased business.

  1. Fast loading

In a busy schedule, no one has time to spend on loading and even no one likes to wait for your site to load. Create a site that can easily browse whether you have a slower internet connection. There are plenty of Google tools to check your website speed, implement them and improve the speed of your site.

  1. Add infographics

Infographics are a more reliable concept. No doubt written content plays an important role but graphic puts great impression over the viewer. Image with attractive content is a more powerful tool to make the design pleasant looking. It impresses the user at his/her first glance.

  1. Easy navigation with animated technology

When a user browses a website, what they look first? Design, then they move to other features. The navigation should be attention-grabbing to offer user experience. Nowadays, there is a trend to replace standard navigation with animated navigation technology. It enhances the traffic to your site when the user finds something unique.

  1. Brand image

Some designers forget to think about what brings the audience to their site. They randomly pick an image and use it but the brand image should be professional and eye catchy. Glossy button, loud colors can be used for other platforms but for a financial site, they may not be right.

The AltaStreet is a professional looking website to give you exact designing what you’re expecting. Set a goal and then hit the right designers to get successful website design.

How Can Website Design Affect SEO Results On Search Engines?

SEO is not just a long-running game of keywords. Obviously, keywords have special importance in SEO, but Google is much sharp to recognize the overall reputation of your business.

How your site deals with search engines, it depends upon design, on-site optimization and user’s experience. As search engines like Google come closer to SEO, it has arisen a fashion to design every element of a site to put a heavy impact on Search engine optimization.

The web designers who have the capability to design emotions/dreams of users lean to be more successive to influence SEO. Having creative minds in a company allows a site to capture the soul of a user and strike search ranking in a robust form. The Financial Website design is one of the elementary aspects that have a positive or negative impression on final outputs.

What are the facts, a website design must have to strike the top rank?

Perfect layout:

A clear or beautifully created layout is a big factor to engage users to your site. With this pattern, users can easily get their answer and will return back to your site soon. Avoid adding over sized images that discard the appearance of content over a site. The incorrect layout shows bad SEO designing. Add relevant blogs and other content but only if required.

Content size:

After putting content to a site, analyse content size properly. A fragile content is useless in SEO. Need to fix extra space, font style, Titles and details. If you want to add testimonials, put it in double commas like “ ”. Keep in mind where content should be small or large in size, which portion should be Italics, Bold or underlined.

Here are some other examples to improve content:

  • Quality writing
  • Beautiful images
  • Real videos

Decent color schemes:

The intense colors, effects create an attitude of disappointment in users because sometimes color reflection is so high, you can’t read out the content effectively. Avoid using very bright and very light colors. Use a decent looking color scheme to impress the investors. As in the finance department, clients are more attracted toward useful information or valuable results, so it’s better to pay little more attention while choosing colors.

Assume, a user is not engaged to your site, is it because of unattractive design? Definitely, it can be the reason. He/she returns to the Search Engine Results Page to explore another site for their satisfaction. And it drops your online ranking.

The design should be well formatted or executed with the association of SEO experts to create a website which is search engine friendly and AltaStreet will offer you helping hands to design an amazing website.

Top Web Design Trends that can push Financial Business Services Forward in 2019

Previous years have divulged some amazing web designs. As we have come a long way to continue implementing our creativity in designing part. Here truth is, popular trends have changed and will keep changing in the same flow until the last breath of the world. Now, the next question arises – what comes in 2019? More importantly, that can ring at the ear of Financial Business Services to bring the style in the coming years.

It has been greatly observed that in next year’s, the challenge of unique web designing would become a great threat for many designer companies. That’s why it’s utmost important to keep in touch with all the latest updates formulated in web designing.

Every year we expect something and technology follows the extremely different concept and same will carry in the year 2019. Have a look at how web designing mixes with a financial advisor and equivalent to Financial Website Design?

Mobile friendly

To reap the valuable output from your investment, make the site mobile-friendly. Half of the world is walking on mobile and browsing every minor thing on their personal handsets. Searching over the ‘Google’ search engine is not only a rule these days, but we should carry design that runs smoothly over cell phones. Even Google polishes up its pattern every year; it prioritizes mobile browsing sites over laptops, pc, and tablets.

Effective details

Have you thought why some viewers left your site within the first minute? Why they lost interest from your site? A number of other questions might strike to your head when you finally realize you lose the traffic to your business.

Still have time to redeem your business, add on some accurate or relevant phrases to attract your audience like ‘contact us’ and ‘Take an appointment now”. Try to keep the sentences short plus eye catchy to impress the visitor. Your keen attention will turn your visitors to the customer.

Content originality

Your dream to become a financial advisor like AltaStreet can be fulfilled soon, just need to concentrate on the content parameter. The original or quality content will never lose its importance in the eye of your client. Additionally, relevant content is never being a swamp for any site. Although informative content is good stuff, keep it, in short, is stunning.

As millions of inventions have been created every year, so you can’t predict the future competitor. In fact, you will realize its presence in the later stage.

What’s the Best CRM for Financial Advisors?

Before discussing the best CRM software let me discuss what the role of CRM in the financial world is?  A smart and well executed CRM can replace all your manual procedures that make a huge loss of money and effort.  CRM can give you organized information storage and consistent workflow throughout the organization. Using CRM you can access customer data, client’s information, individual record data, etc in just a click. This enables the financial advisors to use the thusly to save profitable time to develop more business as well as to maintain clients efficiently. It not only maintains a strong relationship with your clients but also streamlines your office procedures. Let’s take a closer look to understand how CRM systems are helpful to ease four major complex tasks that every financial advisor faces.

  1. Scheduling
  2. Client History and Organising Financial Planning
  3. Increasing Work Efficiency
  4. Know Your Clients
  5. Consistent WorkFlow

Thus a robust CRM Solutions have now become the backbone of Financial Advisory practice.

Best CRM for Financial Advisors.

If you’re a Financial Advisors, then must require deep knowledge in finance, in addition to fantastic customer relationship management ability. Therefore your business growth depends on how you handled your clients. Therefore the financial sector these days heavily relies on technology and part of that is technology is CRM software which helps in smooth functioning by solving many client needs.

There are few amazing CRM software’s which are in trending in the market too. Here I’ve compiled a list of few top-rated CRM that surely help you what you need.

  1. WealthBox: WealthBox is a secure Web-based CRM for individual financial as well as Enterprises and helps financial advisors w/ activity streams, system reporting, portfolio integrations, and automated workflows. It keeps business connected with clients and staff easily. WealthBox provides all social media activity in one place. Other features include contact management, accounts management, task management, system reporting, portfolio integrations, etc. Pricing :  WeatlthBox  CRM for Basic User – $35 /month
  1. Practifi: Practifi is a business management solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions and sales targets to revenue.
  2. Wealth Advisor CRM: Wealth Advisor CRM is a cloud-based, secure, robust and effective CRM solutions for Financial Advisors with a uniquely responsive and mobile friendly financial website design that allows seeing the layout of Financial Advisor CRM anytime,  on any device. When you have an agile CRM, like Wealth Advisor CRM, everything is organized properly in which you can make charts, graphs, and reports.
  3. InfusionSoft: The Infusionsoft CRM is amazing software that crunches financial numbers that give you a 100% accurate report. Infusionsoft CRM even helps to manage your schedule giving you important information about each contact query. You can even get help with your tax documents utilizing the Infusionsoft CRM.
  4. Junxure: Among the financial Advisors the first question arises. Why is Junxure, the best CRM in the financial world? Simple answers are its satisfaction rate which is above 98% and fast and easy setup that mainly financial advisors love. It gives you a streamlined workflow and consistent high-level service. Junxure cloud offers its services via two products: Junxure Cloud and Client view. Pricing:: Junxure CRM – $44 /month

Financial CRMs are full-featured CRM that includes features such as sales force automation, account, and marketing management for financial planners. Through this, it makes it simple to bill and follow-up as well as assess the survey of your business automatically.

Why Do You need to Protect Website from External Threats & How to Keep it Secure?

With regular technological development and change, it becomes increasingly challenging for businesses of all types to keep their personal and customer’s information on their financial website secure. Web security is preventing hackers and cyber-thieves from accessing sensitive information.  In the absence of a proactive security strategy, spread and escalation of malware have a higher probability. These attacks can spread from computer to computer, making it difficult to find the origin. The hackers not only aim to steal your data or mess with your website layout but also attempt to use your server as an email relay for spam, temporarily set web server, normally to serve files of an illegal nature. Other breaches may include using your servers as part of a botnet, mine for bitcoins or ransomware attacks. Reasons that your site could be a target for security breach are financial gains, access to computing resources. The financial website design should be able to tackle all these problems. Web security can be done by:

  1. Regular software updates: Up to date software is vital in keeping your site secure. This not only applies to the server operating system but also to any software you may be running on your website. Apply for software patches for third-party software on your website.
  2. Prevent SQL injection: This happens when you use standard Transact SQL and unknowingly you insert rogue code into your query, which can be manipulated to alter tables or data deletion. Prevent this by using parameterized queries.
  3. Error messages: The information given in error messages should be limited. This prevents data leak secrets on your server. Show only the information that is needed.
  4. Validation: Validation of both on the browser and server side must be done. Prevent data bypass through your browser, as malicious code or script can be inserted through it into your database.
  5. Passwords: Provide strong passwords to your server and admin area. Minimum character count, the combination of uppercase and lowercase characters etc strategies must be applied. Store these passwords as encrypted values and compare these encrypted values. Use salt password mechanism for enhanced protection.
  6. File uploads: Allowing users to upload files to your website can be risky. The risk is that any file uploaded, could contain a script or code that when executed on your server cause problem. Verify all the website uploads. These files should not auto-execute on your server.
  7. Secured networking: Pay careful attention towards the address bar of the websites before logging into them. This is a must while dealing with financial websites.
  8. Use different emails for dealing with official works and social media platforms.
  9. Use security tools to identify the potential loopholes in your website. These are applications that work on a similar basis to scripts hackers in that they test all know exploits and attempt to compromise your site using some of the previously mentioned methods such as SQL Injection.

Designing a Financial or Corporate Website for the Millennial Generation

Millennials are people born between 1977 and 1995. (It’s really important to note that you can be born within three years on either side of the beginning or ending of a generation and have all the characteristics of the generation before or after.) Each generation has a mood or tone, and a value system, and it’s worth thinking about these to serve these groups more effectively.

Why do we need to be thinking about Millennials right now?

Most Millennials are in their 20s and 30s. Some are at the age where they are in senior positions in business. They’ve worked, have life experience, and are now in a position to make decisions, financial and otherwise, that affect the world.

The youngest Millennials have made the transition from young adult to adult. They are making decisions that will affect their financial futures.

Since each generation has different experiences and expectations, it’s worth knowing how all these people tick. If you know what they want, you’ll be able to give it to them better.

What Millennials Want and How Your Financial Website Can Deliver it to Them

Describing a generation is a massive generalization, but this is a generalization that is useful. Not everyone of this generation will fit the same description, but it’s a useful guide when it comes to things to consider for this age group.

Generally-speaking, then, Millennials are unlike previous generations. The world changes with each generation and if you’re aware of this you can adapt.

Here’s what makes Millennials tick.

 -Millennials value flexibility more than previous generations.

They have grown up during the the birth of the information age. They understand that a Wi-Fi connection means that they can work and do business from anywhere; and they demand that right.

They take part in recreation, shopping, socializing, and working, but you can add “on-the-go” to all of those words. If they can’t do it with technology, they may not bother.

More users will expect to be able to interact with your business online at any time as devices evolve, internet coverage grows, and connections become faster.

Mobile use has been growing steadily since 2009. Globally, more people searched through Google on mobile devices than on desktop computers back in October 2016.

Your Millennial audience is looking for services like yours via their mobile devices. You need to make sure that a) they find you, and that b) your site looks good on any mobile device.

Unfortunately, your potential customer is not likey to be forgiving about your website design, especially if he or she is a Millennial. They will just expect it to work. Fast. Now. On whatever device they are using.

– Millennials want it now, whatever it is.

They don’t care how long you spent coding. They just want it to work.

According to CNN, you’ve got 2.4 seconds for your page to load before people start clicking away. By 2.5 seconds, Millennials are wondering if there’s something wrong with the website or their device.

If someone has found you and the site loads within 2 seconds, you then need to make sure that it is attractive and usable on the mobile device in question.

The cues that a visitor gets from this interaction with your business can inform their impression of your firm, especially if it is the first contact they have with your business.

– Millennials are less interested in meeting people in person than other generations.

When communicating with Millennials, they will be less likely to want to “come into the office.” Expect text messages, instant messaging, or emails, and voice or video calls.

When designing your financial website, putting your business address at the bottom of the site and expecting people to turn up at your business is not going to get as many people contacting you as including a range of contact details, including telephone, email, a contact form, social media, and instant messaging.

Whichever communication media your target audience is using, offer these too.

– They value knowledge and experiences

Doesn’t everyone? Well, yes, but what this means for Millennials is that they are less likely to be impressed by qualifications, certifications, or awards, as opposed to experience or testimonials.

This means that your website provides you with a good opportunity for sharing your knowledge on relevant subjects. Guest blogging and other techniques can also help you establish yourself and your business as a trusted thought leader.

– They Love to Learn – Their Own Way

Millennials are more likely than other generations to seek a self-service solution to a problem.

A Millennial’s first stop may well be a website, where they will use information to diagnose their problem and find a solution they can employ themselves. When they need professional help, they are also likely to use the web to find the best-reviewed businesses or companies recommended by their peers.

What does this mean for your financial website? You want to consider not being so quick to offer a consultation or a package of solutions to a particular problem. Yes, you can offer these things, but also provide helpful advice that will inform your visitors and help them to diagnose and solve their own problems.

You can achieve this through an FAQ or knowledge base. Helpful blog posts on key questions asked by your customers will also provide value for people looking for those answers.

These posts can also build your brand, develop trust, and help establish you as a thought leader.

– A Millennial’s work-life balance has tipped towards life

The Millennial generation works to live. Friends and family and lifestyle are at the forefront. Hobbies and pastimes have great importance and value.

This is not to say that Millennials don’t work. They do. But their businesses become more a part of their lives and their identity than for other generations, who may separate work and play.

Millennials prefer to use businesses and brands that align with their values and say something about the kind of people they are.

Consider the values of your target demographic and psychographic. Make sure that they know where your business intersects with their ideals. You might be providing stability, flexibility, simplicity, or transparency. Make sure that your branding reflects your core values and that you tell the world so that your kind of people will join you.

The more information you have about your customers, the better you can serve them. We design high-quality, high-performing financial websites and we know how to serve Millennials. We also understand the value of maintaining a website that makes your potential customers feel as though you were expecting them.

Whether your website represents the first contact with a potential customer or it is sealing the deal after you’ve met, make sure that it’s working it’s best.

We know finance, we know website design, and we know Millennials. Get in touch with us today and we’ll make it easy for you to attract new clients and to serve your existing clients better.

Contact Dan Stark at to set up a call to find out if we figure out if we can have the impact we both want on your business.


Setting Up The First Impression with Your Financial Website


How do you normally aim to make a good first impression? A firm handshake? A winning smile? Steady but non-threatening eye-contact?

What about people who first discover you online? What first impression does your financial website give your potential clients?

If you’re thinking that once your website has their attention, you’ll close the deal in person or during a call, you could be losing a lot of business.

Neglecting your website can mean turning off many potential clients. And those that get in touch will be cooler and harder to win over than if your website had been performing optimally.

Why Making a Good First Impression is Important

– People use your site’s appearance to make decisions.

n the digital age, with so many people checking out your website to research your reputation and ability, it’s essential to make a good impression with your website.

– We are human

While good business and financial decisions are based on facts, statistics, and mathematical probabilities, we are still human. First impressions affect our decisions, whether we know it or not.

We want to do business with some people, because we get a good feeling about them. When all other factors are equal between two firms, we’re likely to go with the firm that made the best impression on us.

– A good impression can put you ahead of the competition

There’s a lot of competition in the financial services industry. Don’t let your business suffer because you are relying on your track record, testimonials, and reputation. These will help you get more business, but you’ve got to work on that first impression too.

– Improving the quality of your site is good for everyone

The work you put into creating a great first impression will improve the quality and usability of your website for all your visitors, whether they are existing clients or not.

How to Make a Great First Impression Online

According to Business Insider, you have only 7 seconds to make a first impression in person. According to the Nielson Norman Group, your financial website has 10 seconds to get your point across.

How do you do well in the face of these statistics? By focusing on the objectives of your financial services business, and by working on high-quality design to communicate clearly and quickly with your client base.

Here are some things to consider.

– Don’t try to please everyone

Making a good impression on your customers involves understanding who your customers are. What one demographic or psychographic will find welcoming might be off-putting to other groups.

Be specific with your marketing and branding. Think carefully about your ideal customer and design your website for them. This is not excluding other types of people who may also use your services.

Target the main people you are trying to attract and let them be your standard bearers for the rest of the world.

– Tell people what to expect

There are many ways for your financial website to communicate what your business does and who it’s for. Your imagery and colors and design will speak volumes. A few words on your homepage, such as a tagline or company slogan, or your mission statement, can be helpful.

One of the top reasons a visitor leaves a page within the first few seconds is that the page did not deliver what was expected. Your page is not going to be right for everyone who visits it, but don’t lose visitors because your message is unclear.

– Don’t overwhelm your visitors

A typical reaction to hearing that you must make an impression with your financial website is to list all of the great reasons for working with your firm. To avoid losing visitors, some firms create explanations of all their services, with links, and squeeze this onto the homepage.

Depending on the design, your business, and your target clients, this could lead very quickly to overwhelm, which is a prime reason for people clicking away.

You’re likely to create a better impression by keeping things simple. Designers talk about the importance of negative space, which is the space that surrounds an object in an image. Your financial website design should give people room to think and breathe.

– Be authentic

Today’s consumers are savvier than ever. Millennials, in particular, care about the culture, ethics, and values of the companies that they do business with. Don’t try to play them.

Trust is particularly important to the financial services industry. Your financial website doesn’t only need to be genuine. It needs to sound genuine from the very start. Achieving this might mean hiring professionals to help you communicate with your target customers.

Creative imagery and natural text can help you get your message across. It may be counter-intuitive, but sometimes it takes a professional to create writing that sounds natural, so outsource accordingly.

Display your Authority

People are looking for a financial services firm that they can trust. You can communicate this quickly online by linking to testimonials and displaying your social proof.

Social proof is often explained by describing two restaurants. One has a tumbleweed blowing across the tables. The other has a queue going around the block. Which appears to be the better restaurant?

Popularity isn’t the only measure of a company’s quality, but it’s a hint. If you have people queuing around the block to get hold of your financial services and if people are coming back again and again, let the world know.

A widget that tells visitors how many people have ‘liked’ your page and offers them the opportunity to do the same can be an effective strategy for communicating and improving social proof for financial websites.

Once someone has received their first impression of your business, it’s very hard to change their minds. Don’t leave the first impression of your business to an outdated or unfocused website. With an audit or overhaul of your business’s presence online, you can stop fighting this uphill battle.

At AltaStreet, we have design professionals that understand the financial industry inside out. We will help you communicate your unique message to your clients to make a lasting first impression.

To learn more and find out why over 1K clients have worked with AltaStreet, you can contact Dan Stark.


You Have a Financial Website. Now Make it Good.

Looking to improve your website? That’s a great idea.

It’s no secret that in today’s world, on of the first places customers evaluate you is on your website.

Knowing the value of making a solid first impression, it’s worth investing time and money in your “online storefront.” If potential clients don’t like what they see when they reach your page, they will simply click away.

Improving What You Have

Unless you are a brand new company, chances are you already have a website in place. Whether or not it’s doing the job you need it to is another story.

There are several key functions that a website should perform to be effective, both from a user experience perspective, and from a marketing one.

To find out how well your website is achieving your marketing goals, you can test it by visiting the site Type in your website address and email, and your site will be analyzed instantly. Once you’ve received your report, you will get an overall score, as well as an individual score across a range of parameters. These parameters greatly affect your search engine result placements (SERPs), and therefore the effectiveness of your search engine optimization (SEO) efforts.

If your site is only scoring “OK” or “Poorly” on any of these parameters, particularly performance and SEO, you need to take action. That may mean improving your hosting package so that page load times decrease, leading to a better experience for your users. It could also mean condensing the code.

There are lots of different techniques for improving every aspect of your business website. If your IT person or web developer says that raising your site’s scores is not possible, that’s a good indication that your business needs to provide extra training for your IT staff or that it’s time to find a new web development company.


While the Grader report focuses very much on performance, mobile-friendliness (how your site looks and operates on a mobile device), and SEO, it doesn’t take your content into consideration.

You’ll notice that keywords found on your site have ZERO IMPACT on your SEO score. Times have changed and keyword stuffing your pages does not improve your organic search rank (unpaid placement) in Google.

What is important in the first instance is having your page titles, meta tags, and descriptions on point. And the way to drive a lot of traffic to your site – and encourage those important backlinks from authority sites – is to have great written and graphical content.

So, what does great content look like?

Well, first and foremost it should speak directly to your customers. Instead of using sentences that start with “We…” for example, “We are great at growing our customers’ pension funds,” try flipping this to put your potential customers in the spotlight. So, how about:

“You know you need a sizable pension to retire by 65, but you’re not there yet. If you want no nonsense, objective, financial advice, you can contact us for a free consultation.”

By focusing your web copy on your customers and speaking directly to them, you are more likely to engage them convincingly enough for them to reach out. That should be the primary function and marketing goal of any business website.

Social Media

Do you have company profiles across all of the major social networks, including LinkedIn, Facebook, Twitter, Google Plus, Pinterest, SnapChat, and YouTube? Don’t worry if you are not on every social network, as long as you are on the main social networks used by your potential customers.

Are your linking to your social network profiles from your website “above the fold?” This is an old newspaper term, but in a modern context it simply means the area of a website that is visible on a user’s device, without them having to scroll.

Why is the area “above the fold” so important? Statistics show that as many as 75% of new visitors to a website never scroll down to view all the content on the loading page. You have to grab their attention at the top!

Social proof is vital

“Social proof” includes things like public reviews, forum discussions mentioning your company and staff, referrals on social media, “likes,” and followers.

It demonstrates that you are trustworthy and allows your site visitor to form a more detailed impression of your company. For example, will a new customer clicking over to your Facebook page see that you and the team received thousands of “likes” for raising money for a childhood cancer charity? Or, will they be hit with a stream of negative reviews aimed at your customer services department? The power of social proof cannot be underestimated.

Think of social media as an extension of your financial website. Think carefully about the brand and image which you wish to portray. If you get stuck, speak to a web design expert who can carry your branding to your social media pages.

Be sure to moderate any comments on your profile pages, and keep the pages regularly updated so that there is always fresh content for users to consume.


Not all financial institutions have a blog on their website yet. The lack of enthusiasm for blogging often comes down to a lack of time or resources. This is an opportunity for your company. Blogging is one of the best ways to showcase your brand and ethos to a wider audience. If the content is of a high quality and you are actively promoting your content across social media, some of your content may go viral.

Of course, there needs to be a hook in the blog title that encourages the user to read it – just like you chose to read this one after reading the title.

Check out CoSchedule’s headline analyzer tool to make sure you are always creating catchy titles that resonate with your audience. Spend time writing compelling content – or outsourcing it to a writing agency – so you always have well-conceived and well-written content to share with your growing network.

To give your financial website an overhaul and put some distance between you and your competition, fast, get in touch with a financial website professional.

As you can see, having a great financial website isn’t rocket science, but it does require some time, effort, and resources to get it right. Once the results start rolling in, in the form of new leads, customers, and sales, you’ll be glad you put in the time.

Learn how we have helped over 1,000 Companies in the Financial Space thrive. Contact Dan Stark at AltaStreet today.