Industries
Financial Services — Balancing customer experience with regulatory complexity since day one.
Financial content carries regulatory weight. Your website needs to handle both compliance and clarity.
The problem.
Your financial services website has a problem unique to your industry: every page of product content carries regulatory weight. Disclosures, rates, compliance language — all of it needs to be accurate, current, and managed by a team that understands both the marketing goals and the legal requirements.
At the same time, your customers expect the same clarity and usability they get from any modern website. They want to understand your products without reading a legal document. They want to compare options, find a branch, and take the next step — and they'll leave if your site makes that harder than it needs to be.
The solution.
Financial services websites operate under constraints that most industries don't face. Content needs regulatory review. Product information changes with market conditions. Disclosures need to be accurate across every page that references a product. And the editorial team needs to manage all of this without creating compliance risk.
The organizations that get this right treat their website as a structured content system — where product information, compliance language, and marketing content each have defined sources, owners, and review processes.
We'd love to talk.
Ready to talk through your project? We're ready to hear from you. Drop us a line.
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How Blend helps financial services organizations.
Two decades of financial services projects give us pattern recognition that's hard to build any other way. We know what content models work for multi-product institutions, how to structure disclosure management so compliance teams aren't manually reviewing every page, and how to design product comparison experiences that help customers make decisions.
We approach every financial services project with the understanding that the content serves customers first, supports compliance requirements, and needs to be manageable by a team that has a hundred other responsibilities.
What can financial services web work include?
Web strategy, design, and development that balances customer experience with regulatory compliance.
Product content architecture
- Product content modeling
- Rate management systems
- Disclosure management
- Product comparison and decision-support tools
Customer experience
- Navigation and design that makes complex financial products understandable
- Pathways that help customers compare options and take the next step
- Branch and ATM locator integration
- Personalization based on customer situation, location, or relationship
Compliance and governance
- Content governance frameworks that separate marketing and compliance editorial workflows
- Audit-ready content management practices
- Structured data for financial products (Schema.org FinancialProduct markup)
- Accessibility compliance (WCAG 2.2 AA)
Web Strategy
Content strategy, information architecture, governance, and CMS planning — the strategic decisions that make complex web projects succeed.
Design
Design that works for your audience and your editors — from visual systems and prototyping to accessible, structured interfaces.
.NET Development
Custom .NET development on Optimizely, Umbraco, and Contentstack — built for complex content and the editorial teams who manage it.
Case Studies
A few financial services projects we're proud of.
Our thoughts and guidance in the financial services space.
Before you dive into your bank, credit union, or financial services project, here's what's worth thinking through.
Optimizely
As a Platinum Partner and past Partner of the Year, we have a long track record of successful projects with Optimizely (formerly Episerver).
Learn More about Optimizely
Umbraco
As one of Umbraco's Platinum Partners, we have both consulted on and developed for Umbraco, the "Friendly" CMS.
Learn More about Umbraco
Contentstack
Blend is a Contentstack Solutions Partner, giving us the power of an industry-leading headless CMS to our offerings.
Learn More About ContentstackFrequently asked questions.
How do you handle disclosures and compliance content?
We build disclosure content into the content model as structured, governed content — not copy-pasted text on individual pages. Disclosures are managed in one place, attached to the right products automatically, and updated across the site when requirements change. This reduces compliance risk and editorial burden simultaneously.
Can you integrate with our existing banking systems?
We've built integrations with a range of financial services systems — rate feeds, branch locators, CRM platforms, and member management tools. The specific approach depends on your systems and what data needs to flow to the website.
How do you handle the balance between marketing and compliance?
Through content architecture. When product information, marketing content, and compliance language are structured as separate but connected content elements, the marketing team can focus on messaging while the compliance team governs their domain — without one blocking the other.
Can you help with Schema.org structured data for financial products?
Yes. We have specific experience implementing FinancialProduct schema, including proper nesting of Offer elements, rate data, and reviewedBy properties for E-E-A-T signals. Structured data is part of our standard implementation for financial services sites and supports both traditional SEO and GEO readiness.