How to Create a User-Friendly Financial Website

finances displayed on laptop

User-friendliness is key when it comes to drawing readers and keeping them for good.

But many website owners don’t look at how user-friendly their website might be and end up scratching their heads at the lack of conversion.

We put together a simple guide to making your financial website more user-friendly so you can get the leads and conversion you need.

Check out our handy guide below!

How to Create a User-Friendly Financial Website

Creating a user-friendly website is easier than you think.

Identify Your Target Audience

To start, you’ll need to identify your audience. Who is reading up on financial advice? What kind of people are interested in your potential content?

Everybody has different interests and needs when it comes to financial research. Your financial blog has its own niche in the finance blogging world– who is looking for what you can provide?

Consider things outside of income and career and think of things like age, gender, ethnicity, and other interests.

Put Your Audience First

Once you have a solid idea of who you are writing for, you’ll need to consider what exactly you’ll be saying to them or helping them with.

For example, say you run a financial website with a focus on startup financing for local, Texas small businesses.

Your target audience would likely be young people with an interest in entrepreneurship with little experience in how to finance a business.

Your content should answer a question or solve a problem they may have. Consider articles like “Ten Things First-Time Business Owners Need To Get Started” or “Five Things Small Business Owners Need To Know About Loans”.


User-friendliness can be achieved in two ways– through content and usability. It’s time now to look at usability.

Is your website up-to-date? Is it simple, clean, and easy to read?

How long have you personally attempted to navigate a poorly designed financial website before giving up and looking elsewhere?

There are a few major things every financial website needs to implement into their coding:

  • Lots of white space with content that is broken up for easy reading.
  • Vibrant, eye-catching images and other media. For the financial website, infographics are incredibly useful.
  • Simple navigation headers or sidebars with clear, easy to read sections that make sense. Try dividing your navigation into sections like “Financial advice” and “Statistics” among other niches your brand targets.
  • Responsive coding that loads easily and looks great on both desktop and mobile devices. If someone’s in a financial pinch, they may be more likely to use their device on hand to look into advice on the subject. Mobile-friendly is user-friendly.
  • Plugins that make content easy to share on social media.

These things are particularly important for the financial website because users are looking for easy-to-read advice.

Concepts in the financial world can sometimes be a bit difficult to understand for the non-accountant. By eliminating distractions and facilitating a learning environment on your website, users will be able to focus on the content more.


There are tons of ways to make a financial website more user-friendly, but the ultimate way to improve your website is to hire the pros.

UX developers, website technicians, graphic designers, and coding specialists can take your website from basic to a financial learning environment with ease.

Hiring professional website developers is an investment. Considering the small business loans Texas has to offer may be a wise idea if you really want a professional functional website.

How was our guide to creating user-friendly finance blogs? Tell us what you think, along with your own tips for improving financial websites, in the comments below!