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Service · Web

Sites that convert and disclose.

Web design for regulated financial brands. Conversion-focused sites with disclosures, accessibility, and performance built in, so the site grows the firm and clears review at the same time.

What is financial services web design?

Financial services web design is designing a regulated firm's website to convert visitors into clients while meeting accessibility (WCAG and ADA) and disclosure requirements, so the site performs commercially and stands up to both an examiner and a screen reader.

Often paired with Website development, Landing page CRO and Website strategy. We run it for RIAs & wealth and credit unions.

The compliance angle

Your marketing is regulated. We treat it that way.

SEC Marketing Rule
Performance, testimonials, and comparisons are framed within Rule 206(4)-1.
Rule 206(4)-1
FINRA 2210
Communications with the public stay balanced, substantiated, and fair, with no misleading claims.
Comms with the public
Claims substantiation
Every stat, figure, and superlative is documented and archived before it goes live.
Documented
Recordkeeping
Approved assets and version history, archived and retrievable on request.
Exam-ready

How the engagement works

A repeatable system, not a one-off project, built so compliance is part of the brief and never bolted on at the end.

01 · Audit

Scan & opportunity map

We map where you stand, what is winnable, and which existing assets carry compliance risk.

02 · Strategy

Prioritized plan

A roadmap aligned to AUM, capital, or member growth, scoped to your registrations.

03 · Produce

Compliant execution

Work drafted to your rule map with disclosures built in, then routed for compliance sign-off.

04 · Measure

Results & pipeline

A monthly scorecard tying the work to qualified pipeline your CFO can read.

Common questions

Questions compliance officers ask first

Yes. Disclosure placement and readability are designed into each template, not pasted in afterward, so required language is present, legible, and consistent across the site.

ADA and WCAG expectations apply to financial sites, and accessible design also converts better. We build to WCAG AA as standard.

Absolutely. Compliance is a constraint we design within, not an excuse for a dated site. You get a credible, modern site that also clears review.

Want to know what is winnable?

Get a free marketing audit: where you stand today, what is winnable, and what to fix first.