EFM Financial Website Design

Unlike most financial website design, we wanted this site to be more engaging, and less stuffy. Our choice of imagery was key to bringing the site to life. We used a hierarchy of business-lead pictures for the hero images, and more fun imagery for areas such as news articles. We also opted for a more colourful design palette.

This is a large website aimed a different groups of people within the financial sector. When building the site, it was therefore imperative the design clearly signposted each section of the site, so users could navigate easily. To do this we colour coded each section, creating individual ‘templates’ for them.

The site was built in WordPress making it easy for the client to update adding new  pages. We coded the site to allow the client to choose from different template types, each controlling the colours and showing different links on the side navigation panel.

The home page has colour-coded icons linking to each section, a small introduction and a series of animated stats which count up when the user scrolls to them. Again, these stats can be updated by the client in the WordPress Content Management System (CMS).

Throughout the site are many different ‘call-to-action’ blocks. We created a central area within the CMS to control the content of these blocks, so a single, global change can be made in one place, meaning the client does not have to update 20 different locations – saving time and mistakes!

EFM have a network of experts throughout the country and we wanted to show this on the ‘Our Locations’ page. We created a map showing experts and also office locations. We used Google Maps and added functionality for the client to be able to add offices and experts where needed within the CMS. This type of functionality takes time to code up-front, but saves the client any additional costs of going to a developer to update the map – they can simply add to it themselves.

Another important function of this financial website design was to convert visitors into leads for the business. A series of health-check forms, quizzes and other data-capture methods were used to gain contact details from users. This information is then automatically synced with ERM’s Customer Relationship Management (CRM) system.  Allowing them to engage with customers in future marketing activities.

We also greatly improved how the client could add content to the FAQs and Glossary pages, as well as adding a better search facility for the users.

The client’s old website was slow, did not work properly on different devices and was difficult for them to manage. We developed a bespoke theme thus minimising the need for plug-ins and improving the speed of the site by only including those features required by the client, and not having unnecessary excess plug-ins.


Project Completed October 2016