Website Design for Financial Services: CPA Firms, Banks, and Advisors

July 30, 2025

Website Design

Most financial businesses today are found by customers through an online search. Financial customers rely heavily on trust and credibility, which will be lacking without a professional website. Across the industry, from banks to CPAs and financial advisors, client acquisition requires a balance of clean aesthetics, functionality, and security. If you are a financial organization looking for a website designer, there are some things to consider to have your website meet your business’s goals and present yourself in the best light.

Why Websites are Important for Financial Institutions

Your website will likely be the first interaction that visitors will have with your organization. A poorly designed website with a subpar user experience will erode trust in visitors before they even make contact. Clean design and intuitive navigation combined with clear calls to action are essential for guiding users toward scheduling consultations or applying for your services. This builds credibility through an active interaction. Sending the right signals is also important for building trust. Including testimonials and certifications, as well as secure portals, is important to reassure your visitors that they are on a safe website. It is just as important to communicate all of this through your website with an effective UI/UX design.

Some Key Features Top Performing Financial Websites Have

User experience design is top of mind for website designers working on financial websites. There are many aspects that must be incorporated into the site, including:

  • Mobile Responsiveness – A large portion of online users today are using mobile devices, tablets, and smaller computers. Your site has to function across all device sizes.
  • Secure Client Login Portals – For banking this is essential for account access and is also very important for CPA firms that share tax documents.
  • Compliance and Accessibility – Written content on financial websites must follow regulatory compliance and also meet ADA accessibility standards.
  • SEO Strategies Specific to Your Services – To be found online, your website has to perform in search engines. Creating pages with written content about your services will help increase the value of your site to search engines.
  • Fast Load Speed – Ensuring that your website loads quickly will not only impact user experience but also search engine rankings.

Best Practices for Financial Website SEO

To optimize your site for search engines, it is important to build a foundation of page sites that cover the various types of searches that you could be found for. The right audience is going to be different depending on your organization but you must optimize your site based on your services. Including pages that have important keywords about your services as well as implementing proper use of meta data, and links will boost your site’s value to search engines. These are some of the best strategies for implementing those aspects:

  • Using clear phrases that pertain exactly to your services and make them location based.
  • Write helpful content that answers questions customers are regularly asking.
  • Include testimonials and case studies if you can that discuss specific services.

You need to continue to keep your site updated with blogs discussing important topics specific to the industry. This tells search engines that your website’s content is dynamic and it should continue to reindex your site periodically. This also can be a good way to include keywords on time-specific topics like tax deadlines and market trends.

Tailor your Website for Specific Financial Sectors

Website design for Banks

Security and building trust here are what you will want to emphasize. FDIC insurance, fraud prevention tips, online banking, and personal vs business banking services are all important to include in the web content.

SEO Strategies for CPA Firms

Highlighting services like bookkeeping, audits, payroll, and tax preparation will help. In addition to including highly-sought after services, put information about your CPAs like bios and certifications to build trust.

Financial Advisor Sites

Customers of financial services value long-term relationships. Providing users with client testimonials and transparent information on your practices like fee structure tables will go a long way. In addition to these items, calculators and downloadable investment guides will help.

How to Get Started with Building a Website

Not every website designer is going to be able to understand the nuances of the financial industry. We have worked with numerous financial organizations and provided high-level professional websites that outperform others in the same market. Take a look through our portfolio of some of the financial websites we have completed and reach out to us if you want to get started transforming your online presence.