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Designing effective wealth management websites goes beyond just looks. It’s about creating a platform that’s easy to manage, mobile-friendly, and built with the user in mind.
Based on our experience, here are five key lessons that can help you build a website that not only looks great but also performs seamlessly.
We find that many websites are still built on obscure platforms or rely on overly complex code, requiring an agency for even minor updates. Instead, we recommend to focus on a clean, user-friendly design paired with a straightforward implementation. Equip yourself with the tools to manage and update your website independently, ensuring your content is up-to-date and relevant for visitors.
If your website isn’t mobile-friendly, you risk losing potential clients who expect a seamless and efficient user experience in the palm of their hand. In December 2024, 61.85% of all website traffic came from mobile devices (source), by not adopting a mobile-first approach to your website, you risk missing out on a substantial portion of this traffic.
Ensure your messaging is clear and focused, with clear calls to action you want visitors to take. Limit CTAs to one or two that align with your key business objectives, whether that’s learning more about your services or signing up for your newsletter.
Having too many CTAs makes it more difficult for visitors to take meaningful action, resulting in lower click throughs and conversions.
When presented with multiple competing CTAs users may struggle to determine which action is most relevant to their needs. This lack of clarity can lead to hesitation, increased bounce rates, and ultimately lower click-through rates and conversions. A more effective approach is to strategically prioritise and streamline CTAs, guiding visitors toward a single, clear action that aligns with their intent and the website’s goals.
What do you want your visitor to think about you? That you are experts and that you offer useful insights on your subject matter perhaps. Your content strategy should ensure consistent and aligned messaging across all channels, creating a cohesive experience at every touchpoint. Start by understanding your business objectives and identifying the channels and content types that will best support them. Avoid spreading yourself too thin by focusing only on the channels that will drive the most impact based on your available resources.
Key points to include:
Wealth and asset management professionals love to write. Whilst rich content is important, there is a time and a place and on most pages of your website, particularly your homepage, it’s not a place for waffling! Instead spend time to trim your message down to the salient points. This is not easy, but put yourself in the position of your ideal viewer and their short attention span.
Ask yourself these questions:
Surprisingly something that sounds so easy and obvious is one of the most common downfalls we see with industry websites.
At WAM Digital, we specialise in designing websites tailored for the wealth and asset management industry. Our team understands the unique needs of audiences and creates websites that are not only visually engaging but also optimised for trust-building and client conversion.
Ready to elevate your online presence? Contact us here today, and let’s build a website that truly works for your business.
