10 Design Tips for Personal Finance Websites
The message you send out online has a direct impact on your conversion rates. This is extremely important when thinking about website design.
Personal finance websites need to maintain a subtle and conservative aesthetic. Money is a touchy subject for many people, so you don’t want to drive them away by being too upfront and bold.
But it doesn’t stop with the way your website looks. Web design encompasses a wide range of elements, from usability to branding. You have to have all your bases covered when making a good first impression.
Whether your finance company needs to create a web presence or revamp an existing site, keeping the tips below in mind will help garner successful results.
1. Keep Your Branding Consistent
Branding is what sets you apart and makes you memorable as a company. It’s likely you already have a logo or are in the process of designing one. Regardless, it’s essential you remain consistent.
This means incorporating your logo into your web design. It should be prevalent on every webpage but not overwhelming.
You should also keep the color scheme of your website in line with your logo. That said, a personal finance logo should exude trust and professionalism. Try to use soft colors like blues, grays, and white.
If you need to create a brand logo or want to refresh your existing one, talk to a professional graphic designer and have them come up with some ideas.
2. Use Imagery for a Great Frist Impression
When it comes to personal finance websites, you don’t have long to create a good first impression. The imagery you have on your site should be high-quality, relevant, and empathetic.
You can also establish trust with professional photos of you and your team along with short profiles. People like to know who they’ll be working with, especially when their money is involved.
If you’re proud of your office, think about including some photos of the interior. Give them to your web designer so they can incorporate them gracefully into the layout.
3. Ensure Trust with Testimonials
Reviews and testimonials are a great way to establish trust and inform potential clients about your business practices. They’ve become very common factors in people’s decision-making process when considering products and services.
A great way to leverage your client reviews is to dedicate an entire page to them and incorporate this page into the navigation of your site. Another option is to add one to the end of each page or have them stationary in the sidebar.
Remember to keep them subtle. You don’t want to seem like you’re forcing them on your visitors.
4. A Strong Call to Action
If a visitor comes to your site and decides they want to work with you, they need to know what their next steps should be. They shouldn’t have to search for your contact information.
A strong call to action should be on every page, preferably towards the top. Taglines like “Want to Learn More?” or “Secure Your Financial Future Today” work great.
Getting to the contact page should be clear and easy. If you have an online intake system, the process should be self-explanatory and quick.
5. Concise Navigation
Personal finance websites shouldn’t be hard to understand or intimidating. Your navigation layout should be simple, organized and labeled appropriately.
Remember, a potential customer may already be hesitant. When it comes to finances, confusing someone is a sure-fire way to lose their business.
Don’t overwhelm visitors with too much content. Instead, let them comfortably read what they need and instruct them on their next steps.
6. A Simple Design
A conservative, subtle feel is always better for personal finance websites. Your color scheme shouldn’t jump out at the visitor. Consider blues, grays, and greens.
Don’t be afraid to incorporate white space into your design. This is a very popular trend right now, as it allows the site to breathe and the content to do the work. Take a look at how this company pulls off an engaging yet simple layout.
7. Straightforward Content
The content on your site should do a few things.
First, it should engage and inform your visitors, establishing trust in your expertise in the financial field. It should also inform visitors of your services and give them an idea of your overall vision as a business.
Keep in mind that nobody will read all the content on your site. Make it easily digestible with bullet points. Also, don’t be afraid to interject some of your own personality.
8. Responsive Design is Essential
Today, it’s essential that your website be compatible with mobile devices. This is achieved through responsive design.
People are now searching the internet with smartphones and tablets more than with their home PCs. Ignoring responsive design means you’re ignoring potential customers. Make sure your web developer implements mobile optimization.
9. Easy Access to Social Media
Like in all industries today, personal finance websites need to link to a business’s social media accounts. This gives visitors an easy way to connect with you through sites like Facebook, Twitter, and LinkedIn.
Make sure your design incorporates social media logos prominently. This is commonplace now, so people will be looking for them.
Social media is a great way for companies to stay connected and engage with current and potential clients. Make sure you’re easy to find.
10. Incorporate Video
Video is becoming a common vessel for content delivery and branding. Consider a design layout that accommodates a slick video player and take advantage of this growing trend.
Professionally shot videos about your company and the current financial landscape are great for establishing your authority and gaining the trust of potential clients.
You can also add video testimonials to give visitors a sense of what they’ll get when working with you.
Design Tips for Personal Finance Websites: Wrapping Up
Staying current when it comes to web design elements is essential today. Web users are very savvy and have little patience for outdated, clunky designs.
It’s also important you keep your niche market in mind when thinking about your web presence. Marketing in the financial industry is tough, but considering these tips will help you create a personal finance site that instills trust and converts visitors to clients.
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