Public Website Design for Financial Services Firms
A clear public website —
not a client portal, and we won’t claim otherwise.
We design public-facing informational websites for advisors, lenders, and finance firms — services, advisor profiles, and a general enquiry path. This is not a secure client portal, payments system, or compliance service; those need separately-scoped work with qualified specialists, and we’ll say so plainly.
Prateeksha designs public-facing informational websites for advisors, lenders, and finance firms -- service pages, advisor profiles, and a general enquiry path. This is not a secure client portal, payments system, KYC/onboarding integration, or a PCI DSS, FCA, SEC, FINRA, RBI, or SEBI compliance or certification service; those require separately-scoped work with qualified specialists. Contact forms on these sites collect only general information and never request account numbers, transaction details, or KYC documents.
What this service is
A public-facing informational website: service pages, advisor profiles, location and contact details, and a general enquiry form -- designed with accessible, semantic structure.
What this service is not
Not a secure client portal, payments system, KYC/onboarding integration, or a PCI DSS, FCA, SEC, FINRA, RBI, or SEBI compliance or certification service. Those need separately-scoped work with qualified specialists -- we'll say so plainly if your situation needs one.
Where financial services websites go wrong
Most advisor and lender sites weren't built around how a visitor actually decides to reach out.
- 01
Services hard to understand
Financial products and services described in jargon, without plain-language explanation for a general visitor.
- 02
Advisor information thin
Names and titles listed with no real context on background, focus area, or approach.
- 03
Compliance claims overstated
Vague 'secure and compliant' badges that imply certification the firm hasn't actually obtained.
- 04
Contact path ambiguous
No clarity on whether a form submission is a secure account channel or a general enquiry.
- 05
Sensitive detail requested too early
A generic form asking for account or financial specifics before any client relationship exists.
What a structured public site changes
Services explained clearly, advisors introduced properly, contact kept simple.
We structure service information in plain language, introduce advisors with real context, and keep the contact form to general fields only -- pointing anything more sensitive toward your own approved system. We can also help harden the website itself once it's live, which is a separate, narrower service and does not constitute regulatory compliance -- see our website security service.
- Services explained in plain language, not just financial jargon
- Advisor profiles with real context, supplied and approved by you
- A general enquiry form only, kept away from account or financial data
- No overstated compliance or security-certification badges
- A clear, honest handoff to your own payments or account system
What's included
What a financial services public website build actually covers.
Scoped to public-facing informational content -- not account systems or regulated transactions.
Service information architecture
Structure
Advisor & team profiles
Profiles
Accessibility-conscious design
Accessibility
See our interface design approachGeneral enquiry form
Contact
Payments-provider handoff
Handoff
Content governance
Governance
Public-site SEO foundations
SEO
See our SEO approachOngoing maintenance
Care plans
Explore maintenanceThe visitor's journey
Find a service, understand the offering, review the advisor, make general contact.
The site supports this path up to the point of contact -- everything after is your own process.
Find a service
A visitor searches for, or is referred to, a specific financial service or product.
Understand the offering
Plain-language explanation helps them understand what the service involves.
Review the advisor
Advisor context and location details help them decide who to contact.
General enquiry
A phone number or a general contact form -- not an account or transaction channel.
Direct onboarding
Account setup, KYC, and any regulated exchange happen through your own system, not the website.
What changes
A generic financial brochure vs. a structured, honestly-scoped public site.
Both aim to inform visitors. The difference is clarity, honesty about compliance, and a clear scope boundary.
Who this suits
Scoped honestly -- for public information, not account handling.
We're upfront about what fits this service, and what needs a different, specialist scope entirely.
Independent advisors
Solo practice
Multi-advisor firms
Firm site
Firms adding a new service
New service
Situations outside this scope
Out of scope
Choose your starting point
Three ways to start, depending on where your firm's website is today.
A new site, a redesign, or ongoing content support -- each stays within the honest scope above.
New
New public website
Service pages, advisor profiles, and a general enquiry path built from scratch.
- Service information architecture
- Advisor & team profiles
- Accessible, semantic structure
- General enquiry form only
Recommended
Redesign & content restructure
For an existing site that needs clearer service content and honest compliance messaging.
- Content and messaging review
- Plain-language service restructuring
- Redirect plan to protect existing SEO value
- Payments-provider handoff, if you use one
Ongoing
Content maintenance
Keep service and advisor information current as your firm changes.
- Monthly content updates
- New service pages
- Security and performance upkeep
- See our website maintenance service
What ships with every financial services website engagement
Service pages
Financial services and offerings written in plain language for a general visitor.
Advisor profiles
Advisor information you supply, presented with real context.
Accessible structure
Semantic markup, contrast, and keyboard navigation built in as a design practice.
General enquiry form
A simple contact form kept to general fields -- never a channel for account or financial data.
An honest scope statement
A clear note on what this engagement does not include, so expectations match reality.
CMS access
A way to update service and advisor content yourself, without developer help.
Ready to talk through your public website?
Tell us about your firm -- we'll tell you honestly what's in scope.
Whether it's a new site or a redesign, you'll get a clear, honest read on scope before anything starts -- no PCI or regulatory-compliance claim, no client-portal promise, no invented outcome.
FAQs
Financial services website design -- frequently asked questions.
Straight answers on scope, what we don't offer, and what this engagement can and cannot promise.
Need work on the website itself once it's live? See our website security service (not a regulatory compliance service).
No, and we won't claim that it is. We are a web design agency, not a PCI-certifying body, a financial regulator, or a compliance auditor, and we have no PCI DSS, FCA, SEC, FINRA, RBI, or SEBI compliance practice to offer. If your project has regulatory requirements in any of these areas, you'll need a qualified specialist for that specific scope -- we'll say so plainly rather than imply coverage we don't have.
Not as a claimed, evidenced capability. Secure client portals, payment processing, and KYC/onboarding integrations are regulated systems that need separately-scoped work with an appropriate specialist or payment/compliance provider -- we haven't published evidence of building these, so we won't claim the capability here. What we build is your public-facing informational website: services, advisor profiles, and a way for visitors to get in touch.
No -- we keep any contact or enquiry form to general fields (name, phone, a short message) and do not design forms that ask for account numbers, transaction details, or KYC documents. Any information a client needs to share for account-level or regulated purposes should go through your own approved system, not a general website form, and we'll tell you plainly if a request would need that kind of form.
We follow standard web hosting practice -- HTTPS, current software, and reasonable server hardening -- as part of every build. This is ordinary web-hosting practice, not a compliance certification, a security audit, or a regulatory control, and we don't present it as one. If you need our website-hardening service specifically, see our website security page, but note that it is not a substitute for financial-regulatory compliance work.
We won't promise either outcome -- client acquisition depends on your market, reputation, and follow-up, and we have no influence over investment performance at all. What we build is a site that explains your services clearly and makes the next step -- a general enquiry -- obvious.
No -- testimonials and case studies must come from you, and are subject to your own regulatory advertising rules. We structure whatever you supply and approve into a clear layout; we don't fabricate or write it on your behalf.
Locations
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We proudly serve clients in major cities worldwide, delivering exceptional web design, development, and digital marketing services.