Website planning for financial-service businesses

Questions the page should answer

• Which services and customer types are within the actual offer?
• Who approves regulated claims and professional descriptions?
• How is a general inquiry kept separate from sensitive financial information?

Bring the source material

Use the business’s current service descriptions and approved examples to answer these questions. Identify the person who can verify each material claim, along with permission for any customer story or photograph.

Keep the scope accurate

Do not invent licences, returns, approvals or assurances. A qualified reviewer must approve applicable financial claims.

Review the next step

Check that the page leads to the process the business actually uses. Make it clear whether the next step is an inquiry, an appointment request or a confirmed booking. A confirmation should match what the business can actually receive and handle.