Financial Services Website Templates in WordPress

What is a Financial Services Web Site?

I’m sure that many of you have heard of web sites such as or Sometimes, we need a break from our everyday routines and visit the internet for some fun. When we surf the web, we usually visit sites that provide some useful information or allow us to do some thing. For example, when we search for “mortgages”, we get a list of websites that offer mortgages. Now, imagine that you are in the financial services industry and want to create a website to attract potential customers. Before you start coding, you need to decide on a few things first.

Goals And Target Audience

What is the goal of your website? What do you hope to accomplish with this site? Think about this for a minute. When you have a clear idea of the goals and target audience, the rest will be a lot easier. For example, if your goal is to attract potential customers and you have decided that the most effective way to do that is through the internet, your next step is to plan the structure and content of your site. You should start by considering the type of person you hope to reach. Are you trying to reach mortgage brokers? Credit card processors? Bill collectors? Mortgage brokers typically work with a smaller number of clients, so you may want to consider focusing on them. This will help you to limit the amount of information that is already available online about them.


What would make your customers click? On a Google search, you get a list of the most relevant results. In the case of a financial services website, you want people to click and stay on your site as long as possible. To accomplish this, you need to consider the features that will make your site stand out. Do you have a regularly updated blog? If so, make sure that you use SEO to make your blog stand out above the competition. In addition, you can use plugins such as the Akismet plugin to get rid of spam. You can also use the WP Smush tool to optimize your images. If you are unable to do any of these things yourself, you can hire someone to help you with this. Before you start hiring anyone, try DIYing (do it yourself) first to save money and ensure that everything is managed professionally.


What will be on the site? This is the part that can be the most troublesome. If you have decided that your target audience is mortgage brokers, and you have decided to focus on them, then you know that there will be a lot of information that you need to keep track of. You are going to have to make sure that everything is easily accessible to your audience, and that it is easy for them to find what they are looking for. Of course, you will have to create a lot of content for this website because it will be regularly updated, but how much content are you going to need? The answer will depend on a number of things. First, how long do you intend on running the website? Second, how often do you intend on posting new content? Third, how much new content do you intend on posting each month? You will need to consider all of these things and create content that is of good quality but most importantly ensures that your audience has what they want when they want it. To give you some more ideas of what you could include on your site, here are some topics that you could write about:

  • Mortgage rates
  • Housing markets
  • Buying a Home
  • Home renovations
  • Shopping For Homes
  • Mortgage Calculator

…and the list goes on. Just think about all the topics that you know about or are interested in and create content around those topics. You can use free websites like WordPress to create your site and can use a tool like Google Sites to quickly set up and launch your site with just a few clicks of the button.


Creating a high-quality, informative web site that is regularly updated is going to cost you some money. There are a few different options for how you can pay for this. You can use a credit card on file with HubSpot to charge the monthly fees to the card. You can use the PayPal Pro Plus account to receive payments through PayPal. You can sign up for a hosting plan with Bluehost to get started for free. You can purchase a reputable and cheap web hosting company to launch your site with a cheap rate as long as you stay within the terms and conditions of their services.

If you need an alternative way to pay for your web site hosting, you can purchase a hosting plan with Bluehost and use the money you would have paid to host your website to pay for your domain name and setup a PayPal account.


Do you have a design concept in mind that you would like to see implemented? If so, great! Otherwise, you can use a tool like Canva to easily create a design that will be perfect for your site. Simply paste in your content and design elements such as images or stock photos and you will have a professional looking web site in no time. Designing a website can be a lot of fun and it can greatly boost your excitement level during the whole process. However, if you are not a professional designer or you just want to get the job done quickly, there are pre-designed templates that you can use. There are a few different websites that you can visit to get the designs that you need. For example, you can use a tool like Easy To Use Theme to browse and download free WordPress themes with no strings attached. Just remember to keep your design concepts clean and simple because there is a lot that can be done with CSS and graphics these days to make a design look unique and custom-made.

Promotions And Discounts

How can you get people to visit your website? The answer is simple – you can use promotions and discounts. There are a few different ways that you can implement promotions and discounts on your site. You can set up a discount code for people that visit your site regularly. You can put up special offers on the “About” page on your site. You can even set up a daily or weekly deal (depending on how often you intend on posting) for people that visit your site. Just remember to make sure that you monitor your site for signups (people that sign up for your mailing list) and use the information that you get from them to offer them promotions and discounts.


Building a financial services website is not as difficult as you might think it is. You can use tools like WP Smush to easily optimize images on your site. You can use SEO techniques to get more visitors to your site. Remember to consider your target audience when creating content and use promotions and discounts to draw in customers.