I’m Kayla. I design sites for folks who handle money. Banks. Advisors. Fintech teams. I’ve used a bunch of tools. Some helped. Some got in the way. You know what? Trust is the whole game here. If the site feels slow or shady, people bounce. I unpack the nitty-gritty of that trust equation in this detailed three-site case study if you want the full numbers and timelines.
Let me walk you through what I built, what worked, what bugged me, and what I’d pick again.
What I Built (Real Projects, Real Messy Notes)
1) RIA Website on FMG Suite (formerly Twenty Over Ten)
Client: a two-advisor firm with about $120M AUM. Nice people. They wanted clean pages and fast compliance review.
What I liked:
- Built-in compliance queue. I sent pages for review, and the team logged changes. No panic before audits.
- Pre-made page blocks for services, team, and fees. Easy to fill in.
- FINRA/SEC-style disclaimers baked in. Less guessing.
What bugged me:
- Design felt a bit boxy. I could tweak colors and type, but deep changes were tough.
- Support got slow around quarter-end. Everyone needs help at once.
- Add-ons add up. Blogging tools, extra archiving, email—costs creep.
Result: load time was okay, the advisors got leads, and the site passed compliance checks. It just didn’t feel very “them.”
My rating: 4.2/5
2) Credit Union Promo Microsite on Webflow
Use case: a spring loan promo. Rates change a lot. The marketing crew needed control without calling me every hour.
What I liked:
- Speed. Pages felt snappy on mobile. Core Web Vitals looked good.
- Webflow CMS let staff update rates and FAQs on their own.
- Clean forms tied to HubSpot and Calendly for branch calls.
- I added Pagefreezer for auto archiving. Compliance could pull history in two clicks.
What bugged me:
- First week setup took time. We tuned color contrast and keyboard tabs for ADA. Worth it though.
- Legal wanted every tiny change logged. Pagefreezer helped, but it’s another bill.
Result: more loan apps during the promo, fewer angry calls. The team felt in control.
My rating: 4.5/5
If you’re evaluating layouts, Webflow keeps a curated collection of finance-sector templates right here that’s worth scrolling through before you start.
3) Fintech Landing Page on WordPress (Astra + Elementor)
Goal: get signups for a debit card with round-ups. Simple page. Clear pitch. Fast build.
Stack I used:
- Astra theme + Elementor for layout
- Gravity Forms for a short, two-step form
- Stripe for payments later, and Plaid Link for bank connect tests
- Cloudflare for caching and a little DDoS shield
What I liked:
- Very fast to ship. I had a MVP in a weekend.
- Tons of plugins. Whatever I needed, there was a tool.
- Easy A/B tests with headline swaps.
What bugged me:
- Mobile scores dropped at first. Elementor adds weight. I had to trim scripts, lazy-load images, and fix CLS.
- Plugin updates broke the form once. Had to roll back.
- Security needs care. I added 2FA, reCAPTCHA, and tight roles.
Result: strong early signups, but more babysitting than I wanted.
My rating: 3.8/5
What Actually Matters on Money Sites
Here’s the thing—people don’t read every word. They scan. But they do feel trust. So I build for that.
- Clear fees and plain talk. No maze of footnotes.
- Photos of real people. Not stock handshakes. Please.
- Fast pages. If it drags, they leave.
- Simple forms. Two steps work better than one giant wall.
- ADA basics: color contrast, alt text, keyboard tabs. It helps everyone.
- Mobile first. Most folks check money stuff on phones while waiting in line.
- Real compliance: archive every change (I’ve used Pagefreezer), set approval flow, and lock old pages.
- Privacy stuff: cookie banner (Cookiebot or OneTrust), clean privacy page, GA4 with IP masking.
- Scheduling right on site: Calendly or Acuity. Fewer back-and-forth emails.
Seeing how other verticals handle immediate trust and conversion can sharpen your instincts. For instance, dating-style classifieds live and die by whether a visitor feels safe enough to click “reply” in the first five seconds. A clear demonstration of those psychological levers sits inside this step-by-step guide to using Craigslist personals—it breaks down how headline framing, social proof, and risk-reversal language turn skeptical scrollers into action-takers, lessons you can port straight into lead-gen flows for banks or fintech products. Likewise, if you study the structure of Westbrook escorts you’ll see a real-world example of how a hyper-local service page uses upfront vetting badges, transparent rates, and a minimalist layout to build trust quickly—insights you can translate directly into financial-services landing pages that need to convert cold traffic.
Tools That Helped (And a Few That Didn’t)
Loved:
- FMG Suite: the compliance queue saved time.
- Webflow Designer: fast and tidy. The CMS is friendly.
- Gravity Forms: multi-step forms felt smooth.
- Plaid Link: bank connect looked pro and secure.
- Cloudflare: speed boost and basic security.
- Pagefreezer: website archiving for audits.
- Calendly: quick booking. Clients love it.
- DocuSign: for account forms. Clean trail.
For an even broader perspective on structuring high-trust money pages, check out this in-depth breakdown that unpacks layout, copy, and compliance tricks in plain language.
For real-world inspiration, take a spin through this top-10 roundup of finance company Webflow sites; it’s a quick way to see how other teams nail credibility and conversion.
Meh:
- Heavy page builders on WordPress. Easy at first, but they can slow pages.
- Chatbots that pop up too soon. People feel watched.
- Generic stock photos. They scream “we’re not real.”
Money and Time (Realistic Ranges)
For a look at how pricing shakes out for non-finance builds, see my side-by-side test of three small-business web design packages; the numbers might surprise you.
- FMG Suite site: setup fee (a few thousand), then a monthly plan. Worth it if you want compliance help and less back-and-forth.
- Webflow microsite: hosting is a modest monthly cost; most cost is my build time. Great for promos and fast edits.
- WordPress landing page: cheap hosting, low plugin fees, but more time on care and updates.
Note: costs swing based on content, legal reviews, and custom parts. Custom calculators? More time. More testing.
What I’d Do Again
- Start with words. Services, fees, and risk notes. Then design.
- Build a “rates CMS” so staff can tweak numbers without touching code.
- Make a disclosures library with short names. No mystery files. And when you’re hunting for fresh angles to fill that library, my notes on web design blog ideas for local businesses can jump-start the brainstorming.
- Set GA4 goals for form steps and calls. If we can’t measure, we’re guessing.
- Run a tiny user test. Five people. Watch where they get stuck. Fix that first.
Who Should Pick What
- Solo advisor or small RIA: FMG Suite or Advisor Websites. You get compliance help and decent templates.
- Credit union or community bank: Webflow + Pagefreezer + Cookiebot. Fast updates, clean logs, strong mobile.
- Fintech startup: WordPress or Webflow. Move fast, but lock security and QA early. Use Plaid for bank connect and DocuSign for forms.
Little Things That Punch Above Their Weight
- Fee table that fits on one phone screen.
- A “What We Don’t Do” line. Builds trust.
- Team page with real hobbies. People connect with people.
- A short “How We Handle Risk” box. Calm tone. No scare words.
- Plain English disclaimers. No all caps walls.
Final Take
Financial services web design is tricky, but not magic. FMG Suite felt safe and steady. Webflow felt fast and flexible. WordPress was speedy to ship, but needed care.
If you want fewer headaches, pick the platform that matches your compliance needs first, then your design taste. Sounds backward, right? I thought so too. But every time I did that, the site launched on time, and clients said, “This feels clear.”
And that’s really the point—clear wins. Every time.