Finance sites that earn the trust the regulator demands.
Editorial websites for community banks, RIAs, wealth advisors, accounting firms, and fintech brands. Compliance-aware design, financial calculators, secure portal entry points, and the editorial weight that financial decisions deserve.
Patterns
Compliance
SEO
Stack
Why this exists
Most finance sites are template builds with a compliance disclaimer.
Finance marketing has plateaued at template sites with stock photography and lifestyle imagery the regulator hates. Real finance marketing earns trust through editorial weight, advisor expertise, calculators that work, and content that respects the seriousness of money decisions. We build that — for community banks, RIAs, and fintechs alike.
What we hear most
Common finance website failures.
Lifestyle photography contradicts the brand
Stock photos of beaches and laughing seniors. Regulator hates them. Clients don't trust them. The brand voice doesn't survive.
Calculators are clunky or absent
Mortgage, retirement, savings, tax calculators are conversion drivers and trust-builders. Most finance sites either lack them or use embed iframes that read like 1998.
Portal entry is ugly
Your secure portal lives behind a basic 'Log in' link. Customers' first interaction with your brand each visit feels like an afterthought.
Compliance language is improvised
FINRA / SEC disclosures missing or wrong. Testimonials handled wrong. Performance numbers without context. Compliance is not designed-in.
Editorial content is thin
Resource center exists; content is generic, infrequent, undifferentiated. Search engines and prospects both ignore it.
What we deliver
What ships in a Haxtiv finance site.
Editorial design, conversion-aware patterns, and the compliance + SEO work specific to finance.
Architecture
- Service + advisor + resource + portal structure
- Calculators integrated as first-class content
- Secure portal entry designed as part of the brand
- Editorial resource center with search and tagging
- Multi-office / multi-region handling
Design
- Editorial design system tuned to financial seriousness
- Advisor photography direction (no stock)
- Calculator UX designed for actual decisions
- Trust signals: certifications, regulatory disclosures, recognition
- Mobile-first patterns
Compliance
- FINRA / SEC / GLBA-aware content review
- Disclosure language designed-in, not bolted-on
- Testimonial handling per regulator rules (Marketing Rule, etc.)
- Cookie / privacy compliance for the jurisdiction
- ADA / WCAG 2.2 AA accessibility
SEO & content
- Organization, FinancialService, FAQ schema
- Local + intent landing pages where applicable
- Editorial content hubs with proper schema
- Internal linking that builds advisory authority
- Real-user CWV monitoring
Process
How this service runs end to end
The same six-step shape we use across every Haxtiv project — adapted to the specifics of this scope.
01
Discover
Audit, intent, and the part nobody is saying out loud
We open with a working session — not a deck. We pull analytics, crawl the existing site, audit the brand, and interview the people closest to revenue. We surface the friction inside the team, not just the friction on the screen.
02
Define
Sitemap, story, and the metrics that actually matter
We define the audience journeys, the commercial pages we are willing to defend, the SEO architecture, and the measurable outcomes. You get a shape of the project that survives feedback because it was built on evidence.
03
Design
Editorial system, art-directed, never templated
Type, grid, motion, and tone built as a system. We design the hero, the long pages, the unloved corners, and the empty states. Every screen looks like it belongs to the same studio. Nothing is parked for later.
04
Build
Production code your team can keep
WordPress, Shopify, or page builder — we build clean, accessible, performant, and documented. Component-led, naming you'll recognize next year, and a changelog your in-house team can read.
05
Launch
Migration without losing rankings or sleep
Pre-launch crawl, redirect map, schema and metadata cutover, performance baseline, and a launch playbook. We run the deploy with you, not at you.
06
Grow
Care plan, CRO sprints, and quiet improvements
We stay involved. Monthly performance reports, security and core updates, and CRO sprints that compound. The site gets better the longer you keep us.
What this looks like in production
Numbers we earn, not numbers we round up.
Sites shipped
across 27 countries
Studio hours
delivered since 2019
Avg conversion lift
post-redesign clients
Client retention
into year two
In their words
Senior teams who chose us.
Haxtiv replatformed our marketing site without losing a single ranking. We saw organic leads up 38% inside the first quarter and the editorial team finally has a layout system they don't fight.
Mara Iglesias
VP Marketing · Lumenwave Health
Headless WordPress redesign
Our previous Shopify build was a Frankenstein of apps. The Haxtiv team simplified the stack, rebuilt the PDP and CRO patterns, and our store is faster and more profitable than it has ever been.
Daniel Korver
Founder · Northbound Goods
Shopify Plus rebuild
Frequently asked
Answers worth asking for.
Don't see the question you're holding? Send it to [email protected] and we'll answer the same day.
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Where to go next
Start here
Brief us on the finance site that has to land trust under regulation.
30-minute call. We'll review the brief and share a fixed quote.