Cyber security and data protection should be top priorities for your business right now. Of course, this is particularly important for large businesses, and those in strictly regulated industries like financial services, where the outcome of a cyber attack or data breach can be catastrophic.
As these security concerns continue to intensify, you must be increasingly careful and vigilant about the technology solutions you use. You should also take more proactive steps to ensure everything in your tech stack is built and managed in a way that minimises your risks.
When it comes to WordPress, there’s a common misconception that the platform isn’t secure enough for large businesses. This misunderstanding tends to come from the fact that it’s free-to-use, so it was originally more popular among smaller independent businesses and B2C blogs.
Today, however, WordPress is the world’s most popular content management system (CMS), and for good reason. Considering a significant percentage of that user base includes global enterprises, you’d think such popularity would be enough proof that it’s a secure platform.
On the contrary, large businesses still ask us on a regular basis, “Is WordPress secure enough for us?”
Is WordPress Secure?
The answer to that question is, yes, WordPress is a secure, stable platform, even in its “out-of-the-box” state. WordPress’s core code is thoroughly tested and quality-checked by a team of security experts continuously. Not only that, but the same team regularly releases security updates and reinforces any potential weaknesses before they can be capitalised on by cyber criminals.
In fact, the speed at which security updates are implemented in WordPress is arguably the fastest in the world today when compared with other CMSs.
Additionally, WordPress is open-source software, meaning all its code is available to the public. Users are constantly suggesting changes and updates, often to fix bugs in the code and minimise opportunities for cyber criminals. This keeps the platform safe and secure for everyone else.
But while WordPress does have the ongoing support of some of the most talented and devoted developers in the world, it’s not immune to security vulnerabilities. No software is, unfortunately.
That’s why it’s important to be aware of, and work with, some fundamental best practices for security. Listed below are some steps you can take to further strengthen the security of the WordPress CMS.
Best Practices to Strengthen WordPress Security
1 – Secure Hosting
The hosting service you choose for your platform will determine how secure and well protected your data will be.
It goes without saying that WordPress should be hosted in a secure environment, overseen by an experienced provider who prioritises security within their services.
Some things you should consider essential for a hosting provider include:
- A fully-managed service with 24/7 support
- Automated monitoring and alerts
- Back-up and disaster recovery
- 99.99% up-time
- 100% pass-rate for data centre audits.
Before choosing your hosting provider, do plenty of research to ensure they’re able to provide these measures. Most businesses will work with a development agency partner for WordPress, and that agency should be able to help you with this process.
2 – Back-Up and Disaster Recovery
Following on from the previous point, any good hosting provider should also offer back-up and disaster recovery services. These are like safety nets that will allow you to protect, save, and recover all your data in the event of any losses.
3 – Be Careful with Plugins
Plugins are a great way to enhance the WordPress platform with new capabilities and features. But you should only ever use plugins from reputable, credible sources, otherwise you could experience security problems.
It’s also important to keep all your plugins regularly tested, maintained, and updated. Again, this is an area where a WordPress agency partner will help you.
4 – Always Keep Your Platform Updated
When you’ve built a website with WordPress, you’ll often receive software updates from the platform. Any time this happens, it’s because a bug has been fixed or some improvements have been made to the software.
Keeping up with these updates is so important from a security perspective, because they’re designed to keep your site secure. By letting your site run on an outdated version of the platform, you leave yourself at risk of a known issue being exploited by a cyber criminal or some malware.
This is another thing that a good agency partner should take care of for you, so you don’t need to worry about keeping your platform up-to-date.
5 – Never Auto-Update Your Plugins
You have the option to enable auto-updates within your WordPress platform. While this may seem like an easy way to keep your CMS up-to-date, doing so can create technical issues and security risks that simply aren’t worth the convenience.
Each plugin you use will have its own button for you to turn auto-updates on or off. Any good agency will advise you to turn those auto-updates off and instead opt for a more secure approach to your updates, to maintain the resilience of your platform.
6 – Use Security-Specific Plugins
Another way to reinforce the security of WordPress is by implementing security-specific plugins like WordFence, Sucuri, or Defender Pro.
These handy tools will do a lot of the hard work for you, monitoring your platform and spotting potential vulnerabilities so you can fix them before they’re allowed to have any negative impact.
7 – Enable SSL
A secure sockets layer (SSL) is a protocol which encrypts the transfer of data between your website and your users’ browsers. Enabling SSL makes it more difficult for cyber criminals to steal or compromise data online. Don’t worry, though, as this will be taken care of by your hosting provider as a standard practice.
8 – Avoid Tools that Open Direct Access to Your Site Database from the Dashboard
Some tools and plugins will enable direct access to your site’s database from within your CMS dashboard. While this can make certain aspects of website management easier for you, it also creates security vulnerabilities. This is something you should always avoid, because these additions are often severe security risks.
9 – Encourage Your Users to be Mindful of Security
The biggest security risks, and many opportunities for cyber criminals, come from unsafe user behaviour, poor platform maintenance, and badly built sites.
Your behaviour, and the behaviour of your end-users – and your agency – should always be mindful of security. If it’s not, sooner or later you’ll encounter problems. Some security best practices you can introduce include making strong passwords compulsory for all users and implementing measures like two-factor authentication.
10 – Find a Trustworthy Agency Partner to Support You
We understand that following all these steps sounds like a lot of work. Of course, when you’ve got your own job to focus on, the last thing you need is to be spending time struggling through complex website security processes.
That’s why it’s so valuable to find a reliable, trustworthy agency partner when using WordPress to build and manage websites. A good agency will ensure everything is secure and up-to-date for you, so you can spend more time providing outstanding services and experiences to your customers.
It’s always worth taking time to find an experienced agency with a strong track record of building robust, secure sites, to give you the peace of mind you deserve. That means they should handle your secure architecture, testing, monitoring, updates, and ongoing support for you as part of their services.
Being Truly Secure is an Ongoing Process
When you’re selecting a content management system (CMS) to build critical digital assets like your website, security must be a top priority. It’s for that very reason more and more large businesses are looking to WordPress as their platform of choice.
However, it’s equally important to choose an agency you can trust, and one that has these security best practices incorporated into their approach. This doesn’t just stop at the delivery of your website, either. True security is a constant ongoing process, and your agency partner should help you through that.
Following the tips listed here will give you everything you need to build a resilient, secure website on WordPress, suitable for the enterprise.
Interested in learning more about WordPress? Discover how a global enterprise achieved game-changing results by using WordPress to build a secure, innovative, bespoke solution. Check out the story of RedeWire from Rede Partners LLP here.
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- Simple, intuitive navigation
- Clear, logical page and content structure
- Large text that’s easy to read
- Clear input boxes
- Helpful error messages
- Simple password requirements
- Large buttons and clickable icons
- Easy undo, edit, and cancel capabilities
- Reliable refresh and back buttons
- Refresh functions that retain any input information
- Tapping or clicking buttons, rather than hovering over
- The ability to pause and scroll through auto-rotating carousels
- Videos with the option of closed-captioning
- Auto-fill for information input in forms.
- Optimise your site to ensure its pages load quickly
- Make all your site’s content is easy to perceive and consume
- Be consistent
- Give your site a simple, logical structure and navigation
- Use responsive design to maintain usability across different devices and screen sizes
- Use proper headings and sub-headings to organise your pages well
- Make sure clickable buttons and links stand out
- Use distinctive colours and contrast on your pages alongside white space
- Avoid making any of the text, buttons, or other touch-points too small
- Provide clear, useful error messages.
- More efficient and effective digital processes and services (both internally and externally)
- Greater adoption and usage rates
- Quicker, stronger ROI
- Improved user or customer retention and loyalty
- Commercial business growth.
- A bespoke website that differentiates you from your competitors
- An online portal, either for training internal users or providing a more engaging experience for your clients
- A new platform that can better integrate with your legacy systems
- A new content management system (CMS) that can provide greater flexibility and scalability
- A way to transform time-consuming, inefficient manual processes into a unique, easy-to-use digital tool.
- Proven financial services sector experience and success
- A strong track record with complex bespoke development projects
- A long-term partner who can advise and guide you to make the correct decisions
- Certifications and accreditations
- Compliance with financial services industry regulations
- Secure hosting, with back-up, disaster recovery, and risk mitigation plans
- Security built into the core of every project
- Automated monitoring, maintenance, and support services
- Ongoing updates and optimisation for your platform
- Training and learning to help you gain maximum value from your investment.
- Improving your internal UX, creating greater operational efficiency
- Improving your external UX, providing more convenient, intuitive services to customers
- Streamlining mission-critical processes to reduce costs
- Building enterprise-grade security into the core of your systems
- Enabling real-time interactions with data
- Increasing customer retention and loyalty
- Achieving competitive differentiation
- Accelerating business growth.
Latest from agency
24 November, 2022
SoBold obtain Skilled Worker Sponsorship Licence
SoBold are delighted to announce that we have obtained a sponsor licence in order to sponsor international skilled workers to come and work at SoBold.
SoBold have always put heavy emphasis on hiring the best global talent for our needs, and we have strengthened our ability to do this by obtaining a Skilled Worker Sponsorship Licence.
With all sponsorship licences that the Home Offices grants they need to be reassured that the sponsors can live up to the “significant trust” that the department places in them. The Home Office further made checks that SoBold is a “honest, dependable and reliable” workplace, and capable of meeting the responsibilities that it expects from sponsors.
Since being granted our Skiller Worker Licence, we have been fortunate enough to put it to use to hire two new team members.
Anna de Moraes, joined SoBold, from Portuguese company, SpringParrot. Anna had been able to work remotely, and was living and working from the UK, when she got in touch with SoBold. Anna, who is natively from Brazil, said of the process:
“The steps were pretty clear and the whole process was quite simple. I’ve had friends waiting years for their visas to be approved while we were able to complete everything in a short period of time! I was already excited to start and, in a blink of an eye, I was finally part of the SoBold team!”
More recently, SoBold hired Santosh Gajera as a Back End WordPress Developer. Santosh has relocated from India in order to provide his services to SoBold. When asked about the process behind him getting his Skilled Worker VISA granted, Santosh said:
“To keep my IT career moving forward, I needed sponsorship from an organisation that sponsored my visa. SoBold has been an invaluable help in obtaining my Tier-2 (Skilled worker) visa. I am very thankful to their hard work and professionalism. My documents were handled very scrupulously by them, and they provided full support throughout the whole application process . I got my visa approved in two days, which is amazing, and they handled everything for me.”
SoBold worked with all-in-one digital platform, Nation Better in order to achieve our sponsorship licence and the process was streamlined, affordable and transparent.
SoBold already have a diverse talent pool, with staff from all over Europe, and with the help of Nation Better, we have been able to improve the way in which we hire international talent and open up opportunities further afield. We look forward to continue growing our team with exceptional overseas talent and have access to a wider talent pool.
SoBold Managing Director, Will Newland said:
We are absolutely delighted to welcome both Anna and Santosh to the SoBold team. Without our Sponsorship Licence we would be missing out on a large pool of talent that is the future of our business. We very much look forward to continuing to use our Sponsorship Licence to our advantage and giving skilled employees the opportunity to come and work here at SoBold.
For more information on what current vacancies we have, please visit our website careers page.
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Announcement
10 September, 2022
SoBold achieve ISO 9001 Certification in Quality Management
SoBold are delighted to announce that they have been awarded the world’s most recognised Quality Management System Standard, ISO 9001.
SoBold have worked incredibly hard over the past few years to set and follow processes and procedures as a company that ensure they are providing quality work to their clients.
As the number of enterprise clients grows, SoBold’s ISO 9001 certification will be able to give their clients the assurances they need around SoBold’s consistency and quality services in the work they produce.
ISO 9001 is one of the most commonly used management system across the world and SoBold believes this is going to open up considerably more opportunities with winning tenders and contracts to ensure SoBold continues to be one of the leading WordPress Website Design and Development Agencies in the UK.
As SoBold continue to scale as a business, the need for efficiency has never been greater. It is absolutely essential that all internal communication works to the same processes and agenda and the ISO 9001 certification allows this to be possible.
In order to achieve our ISO 9001 certification, SoBold worked closely with QMS International, who provide expert consultancy to businesses looking to achieve their certification. QMS have a team of over 50 consultants and auditors and they ensure the experience they provide is streamlined and uncomplicated.
SoBold Technical Director, Sam Phillips said:
We are delighted to have been issued with our ISO 9001 certification, recognising our commitment to quality. Over the past 12 months we’ve spent a great deal of time improving and documenting our internal processes to help streamline delivery of projects and ensure we continue to deliver on the high standards we set for ourselves. Achieving this certification is a reflection of all this work.
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Digital Business
9 February, 2023
Usability Explained – How Better User Experience Can Help You Grow Your Business in 2023
Usability is crucial to the success of any website, but it’s something that most businesses are still struggling to get right. This article explores what’s required to design a website with good usability, highlights common mistakes you should aim to avoid, and provides advice to help you improve the usability of your own site.
Digital Business Success Depends on Good Usability
Almost every business today has a website. At this stage, it’s safe to assume your business falls into that category. In addition, you may have gone beyond an ordinary website and carried out a bespoke development project to create something entirely unique for your business.
In today’s digital business landscape, having a great website is a necessity. And while developing a business website is no easy task in itself, it’s a challenge you’ve almost certainly already worked through. However, a challenge that you may still struggle with – like many other businesses we’ve spoken to recently – is mastering the usability of your site.
Providing a user experience (UX) in line with the standards of today, that meets the demands and expectations of your target audience, is a complex problem that may be holding your business back from achieving certain goals.
Of course, a complex problem is best solved by breaking it down into simple steps. So, let’s start by looking at the issue of usability, and why it’s so important to businesses today.
What is Usability?
According to ISO-9241, usability is defined as “the extent to which a system, product, or service can be used by specified users to achieve specified goals with effectiveness, efficiency, and satisfaction in a specified context of use.”
In this case, the product in question will usually be a website. And, while user-centric design is an approach to creating a website that’s easy-to-use, usability is the measurement of how well that design has worked.
Essentially, usability is about making the experience of using your website as convenient, simple, and reliable as possible for all your visitors. This is equally important for all kinds of users, whether they’re prospects you’re hoping to convert to customers, or employees accessing an internal process or system.
In a real-life example, if your business had built an internal site for your employees to access corporate resources and training material, usability would be determined by how easy – or difficult – it is to perform basic tasks. This includes actions like logging in, navigating the site across various pages, consuming the site’s content, inputting information into the system, and resolving errors quickly and efficiently.
We each have experiences with usability hundreds of times every day, as we access websites and apps like LinkedIn, Amazon, Gmail, and so on. But there lies the key
Good usability on a website is something you don’t even notice. Bad usability on a website is something you notice, and will remember the next time you have the option of returning to that site or looking for a better experience elsewhere.
Usability can often be the difference between users adopting or rejecting technology. It could be the difference between your website’s visitors bouncing off the home page or converting to become customers.
Common Mistakes with User Experience (UX)
One of the most common, and damaging, mistakes businesses make is assuming they know how their users will think, behave, and interact with their website.
It’s always a risk to assume your users will respond well to decisions you make because you feel they’ll make things easier for you, from the development or management side of things. You should also try to avoid assuming users will understand certain things just because you do.
Often, the opposite is the case.
For example, certain structure and functionality of website menus may be something you assume your users are comfortable with, but are actually difficult for some people to use. You may assume that your users are happy using a website that has pages that infinitely scroll, when in reality that causes a negative experience for them.
A common mistake we see lots of businesses make is deciding what kind of design and functionality they want, without considering who the target audience is and what they need from their experience.
Remember your users are the ones who will determine the success or failure of your investment in this site, so their perspective is the one that should be taken when making important decisions during the design and development.
By making those assumptions, not only will you provide your users with a more inconvenient or frustrating experience, but you may also drive them to find alternative means of completing their task at hand. If that task is purchasing a product or service, poor usability could begin to have a negative impact on your business.
What Do Users Want in 2023?
People expect a seamless experience when using technology, meaning they want websites to be simple, quick, and convenient.
This involves a lot of components, not just in your design and navigation, but also by finding the right balance with things like passwords, pop-up messages, audio and visual content, push notifications, and more.
Typically, a positive user experience will come from:
Users become frustrated when things are presented to them outside of their control or choosing. For example, some of the most maligned features of websites include push notifications, chat window pop-ups, pop-ups requesting feedback, prompts to install apps, requests for access to their camera or microphone, security questions, and so on.
It’s also likely to create a negative experience by presenting things in a way that doesn’t align with the logic of most of your target audience. For instance, if a website has an unclear structure and navigation, many users will be more likely to leave the site rather than persist in trying to use it.
A Word on Accessibility
Usability is sometimes confused with accessibility. While they are related, they are actually different concepts. Accessibility refers to the practice of making technology accessible and easy-to-use for everyone, equally, with a significant focus on those with disabilities and other difficulties.
Web accessibility is covered under the Equality Act of 2010 in the UK. Many organisations now have a legal – as well as a moral – obligation to ensure their websites are accessible, by following a set of principles and standards known as the Web Content Accessibility Guidelines (WCAG). If you’re working with an agency, they should already have accessibility best practices included in their approach to design. Be sure to check this anytime you’re evaluating agency partners for a project.
While accessibility and usability are different, all websites should be designed and developed to be accessible to everyone. This will include some of the same conventions mentioned above, as well as ensuring you cater for people with impaired vision and hearing, cognitive difficulties, those that need to use assistive technology, and so on.
Keep an eye out for our upcoming article taking a deep dive into web accessibility.
Tips and Advice for Improved Usability
1 – Keep it Simple
When it comes to UX, the simpler the better. If something is complicated in its design or functionality, it will likely be complicated to use as well. Always try to keep things as simple as possible to give your site the best chance to achieve great usability.
2 – Get the Fundamentals Right
Similar to the issue of making assumptions about your target audience, it’s important to understand that certain aspects of usability are more objective than they are subjective.
Yes, some people may prefer to hover over a drop-down menu rather than click it, but there are some fundamental principles every website needs in order to provide a satisfying UX. Get these right, and your site’s usability will be in good shape:
3 – Learn from Experience
Draw on your own experience in your personal use of the web to put yourself in the shoes of your users. If you encounter a feature or process that gives you a bad UX online, make sure you don’t have similar features or processes within your own site.
4 – Test With Real Users
Test your site with real end-users who are part of your target audience. The best way to give your website great usability is by asking people to test it out, gather their feedback, and put those learnings into practice. This is known as usability testing, and is a phase of the design and development process that should be planned into your timeline at the beginning of any project.
5 – Know When to Ask for Help
To ensure your site is built with usability as a priority, you’ll require the support of a good agency partner. Work with a web development agency who can provide guidance from their experience delivering dozens, if not hundreds, of similar projects successfully in the past. A good agency should also help you with crucial processes like usability testing and user acceptance testing (UAT).
6 – Use the Right CMS
Your selection of content management system (CMS) or platform is another decision that can have a significant influence on the UX your visitors will be given.
Some CMSs have a reputation for being clunky, difficult to use, and slow. Others, such as WordPress, are specifically designed to make websites as easy-to-use as possible for visitors. For example, WordPress is built with plenty of functionality that promotes accessibility for those with difficulties using technology.
For more insight into this issue, we recently produced a series of articles comparing the pros and cons of the leading CMSs available today. You can read that here:
The Benefits and Opportunities of Better Usability
Working hard on your usability to create a great UX is something all businesses should be prioritising in 2023 and beyond.
As technology continues to become more convenient and pervasive, people’s tolerance for slow, unintuitive websites and frustrating functionality is rapidly shrinking.
If you do create a site that provides your users with what they’re looking for and meets their expectations, your business will begin to benefit from a number of outcomes:
2023 Trends and Future Predictions
While users’ preferences for speed and convenience haven’t really changed much over the years, their frustrations with poor UX and their demand for greater usability have increased.
With technology now present in so much of our daily lives, people’s pateince for bad experiences is getting smaller and smaller. When it comes to web design, the best way to manage this is to stick to what’s proven to work and give your users what they want.
The most important usability trend in 2023 may be to focus entirely on those fundamentals we mentioned earlier. Keeping things clear and simple is likely to be the most effective approach to UX design for the majority of businesses right now.
Always Ensure Your End-User is Your Priority
You’d be surprised how many websites fail because they don’t provide their users with a straightforward experience that aligns with their expectations. When you’re investing a significant amount of time, effort, and money into building a site for your business, you can’t afford to overlook the importance of usability.
Whether your target users are prospective customers, existing customers, or your internal workforce, tailoring the UX to that specific audience is absolutely crucial. If you do, not only will your users have a better experience, but your business will also benefit from advantages that will begin to drive increases in business growth.
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Latest from agency
3 February, 2023
What a Successful Bespoke Development Project Should Look Like for Financial Services Businesses
As a business in the financial services industry, you have to navigate a range of sector-specific challenges that make it difficult to meet current user expectations with technology. This article will explain why a bespoke development project is often the most effective way to solve those challenges, and provide guidance on how to approach such a project.
For a long time, apprehension towards cyber security and data protection, alongside challenges with decades-old legacy systems, meant that many businesses in the financial services sector were a bit behind the technology curve. Banks and other financial services companies weren’t typically known for their impressive websites or sleek digital processes, at least not until fairly recently. Those days are long gone now, though, as digital transformation and technology-driven innovation have changed the financial services industry forever.
Today, both your clients and employees alike expect a seamless digital experience when interacting with your services and processes. And meeting these expectations has become increasingly important over the past 10 years or so, as the more traditional finance businesses have faced disruption from trends like FinTech and digital banking.
But whether you’re a long-standing financial institution, or an early-stage FinTech start-up, there’s a common priority among businesses in this industry – you simply must keep up with the pace of technology in order to stay relevant with your customers and maintain your competitive edge.
Changing Demands from Your Audience of End-Users
The technology trends we’ve highlighted there will have caused you to shift large parts of your business model online over the past few years. Consequently, that will have created a range of new challenges for you.
Self-Service
Whatever services or products you provide, your clients now expect the same convenient, effortless experience they’re used to with the technology they use on their smartphones every day.
When interacting with businesses, most people want to be able to do everything for themselves online, ideally without having to interact with a sales-person or customer service rep. If you can’t enable this self-service in a simple and efficient way, your customers will be left frustrated.
Cyber Security and Data Protection
The amount of data passing through your business is mind-blowing. All that data can be placed at risk if any technology attached to your corporate network is not secure. When you’re working with such highly sensitive financial data and strict industry regulations, all your technology must be highly secure.
Responsive Design
Your digital systems need to be highly intuitive, dynamic, and, perhaps most importantly, simple and easy-to-use. That should ideally be the case for all systems, both client-facing and internal.
User Retention
If your current website feels clunky, unintuitive, or difficult to navigate, your clients will not hesitate to go elsewhere. While that may have been acceptable with cumbersome legacy systems in the financial services market 20 years ago, it’s simply not an option today.
People will leave a company’s website forever after one poor experience. This demonstrates just how important an excellent user experience (UX) is in retaining your user base.
Similarly, with internal systems like staff training portals or corporate knowledge bases, a poor UX will stifle adoption and usage of the technology. In turn, that will have a negative impact on your return on investment (ROI).
Using Bespoke Development to Overcome Business Challenges
In order to break down those barriers and overcome those challenges, many of the leading financial services companies have developed websites that are entirely bespoke.
Modern enterprise systems need to be dynamic, intuitive, and user-centric. Delivering on all those attributes often requires bespoke development, especially in an industry as nuanced and complex as financial services.
Your customers, partners, and clients must be able to interact with your services and access their data online, from anywhere, at any time. Not only that, but they also expect personalised content, tailored to their specific needs or challenges, at every stage of their user journey.
For that reason, it’s often necessary to take the route of a bespoke development project to ensure that your business gains exactly what it needs – and that your users get exactly what they want – in terms of both functionality and capability.
This covers all the possibilities and ensures your digital presence is tailored to your specific business objectives, the preferences of your users, and unique requirements, including:
Whatever it is your business requires, you can follow the simple, proven process outlined below to ensure your investment in new technology is a successful one.
How to Approach a Bespoke Development Project for a Financial Services Business
Understand the Purpose of What You’re Building
The first thing you need to do is reach a clear understanding of exactly what you’re trying to achieve with your website. Whatever you’re looking to build, it should align with, and support, your company’s strategic business objectives.
It should also meet a specific need or solve a specific challenge for the users it’s aimed at. This will help you begin to determine exactly what you need in terms of design, usability, and any other bespoke functionality.
Define Your Requirements in a Project Brief
A brief is a simple written document that lists all the key ideas and details you think are relevant to the website or platform you’re looking to build. Use this to list all your functional and non-functional requirements, as that will make the project as clear as possible for the design and development agencies you speak to.
Try to be as specific as possible to give yourself the best chance of having the project delivered on time, within your budget, and to your bespoke specifications. Without that specificity, you’ll likely be disappointed and could even end up drastically over-spending.
For a comprehensive guide to creating a brief that will set you up for a successful web design and development project, read our useful article here.
Evaluate Your Technology Options
In most cases, you’ll use a content management system (CMS) to build your bespoke site. This is a type of software-based platform that allows you to create, edit, and publish digital content across a range of online channels and devices.
Every bespoke development project will be different, so you should aim to select the CMS that best aligns with your objectives, requirements, budget, and other factors.
For example, WordPress is fast-becoming the platform of choice for many forward-thinking financial services businesses, because of the flexibility and fast time-to-market it offers.
To learn more about how to understand and evaluate the enterprise CMS options for bespoke development, read our helpful related article here.
Find and Select an Agency Partner
Building, managing, and maintaining a high-performance website in the current technology landscape can be very complex. It requires a wealth of expertise and experience, and also takes time. For that reason, the vast majority of businesses work with a web design and development agency to bring their vision to life.
The choice you make about which agency to partner with will have a significant influence on the success or failure of your project, so approach this decision with a great deal of care.
When you’re dealing with such a high volume of sensitive financial data, you must find an agency that understands and respects the critical nature of the work they’ll deliver for you.
You should consider the following qualities as non-negotiable for your an agency:
What Are the Key Components of a Successful Bespoke Development Project in the Financial Services Sector?
There are some key components of a web development project that you can specifically include in your requirements before you speak to any agencies. These will ensure you minimise your risks and mitigate potential problems, both during and after the delivery of the project.
You should use these as criteria when assessing your agencies and your technology platform, as they should all be non-negotiable for any business in the financial services sector.
Hosting and Performance
Hosting refers to the physical and virtual data centres used to house your website. It’s crucial to ensure your site will be hosted in a secure environment, with an experienced, trustworthy provider, because this will have a significant influence on things like security and performance. You’re likely expecting to deal with a high volume of data and a large audience of users, so it’s crucial to ensure your website or platform can handle that.
Enterprise-Grade Security
Security is not an after-thought, it’s a critical priority. From your choice of hosting services, to your data back-up and disaster recovery, right through to the frequent testing of your live site. Always place this at the very top of your list of questions when speaking to an agency or a technology provider about developing something bespoke.
Personalisation
Providing your users with personalised services and content is another crucial capability for modern financial services companies, but not all platforms can facilitate this.
In order to ensure your end-users are having their experiences tailored to each individual, some bespoke functionality could be necessary.
Scalability and Multi-Site Development
As business growth is likely one of your key strategic objectives, your site must be able to support that. A scalable platform will allow you to seamlessly expand your online presence as your business grows and your needs change.
Integration with Back-End Systems
Like most financial services companies, your corporate network probably includes a variety of old and new systems and applications across all your different departments. If you’re going to have something new developed, you’ll need to build it on a technology platform that can seamlessly integrate with all those relevant systems.
Ease-of-Use
Whether or not a technology solution is a good investment or a bad one often depends on how easy it is to use, both for your team internally and your end-users. Usability is a key criteria
Time-to-Market
One of the great advantages of developing a bespoke site is that you can continue to iterate and improve it based on user feedback. However, you’ll want to ensure you’re able to do so quickly and efficiently.
Working with an agency, and a technology platform, that enables a fast time-to-market with your development projects is an important part of the process in terms of achieving positive ROI.
Ongoing Development and Optimisation
Following on from the previous point, your web development project shouldn’t stop at the delivery and deployment of your solution. Once your site is live, measure and analyse its adoption and usage. You can use that feedback to continue optimising its capabilities and functionality for the best possible results.
The Business Benefits of Bespoke Development
While technology does create its fair share of challenges for businesses that are unprepared or unwilling to adapt, it also presents a vast range of opportunities to those who embrace it.
A bespoke development project delivers something entirely unique and specific to your business, giving you a range of benefits and advantages, including:
In Summary
Financial services has always been a highly competitive industry, but with recent technology trends and changing consumer behaviour, it’s now more important than ever to have a strong, user-centric digital presence.
Not only do your clients and partners demand their data be handled in a secure, compliant way, they also expect a seamless, consumer-grade performance from all digital processes and services they use. Unexpected down-time, poor UX, or any similar frustrations will leave your customers unsatisfied and may put their loyalty in question.
In order to avoid these challenges and minimise your risks, it’s important to find the right agency, with the right technology, to create a website tailored to meet your strategic objectives and exceed your clients’ expectations.
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Digital Business
28 February, 2023
Seven Simple but Effective Tips to Improve the Usability of Your Website
Providing your website’s visitors with a great user experience (UX) is a challenge. Especially for corporate websites that require sophisticated features and functionality, this can be an ongoing struggle. But it’s a challenge you need to solve if you want to stay relevant and remain competitive in today’s digital business landscape.
Usability is the measurement of how easy or difficult your website is to use for your audience. Good usability makes the experience of using your website as convenient and simple as possible for all your site’s visitors.
Despite the obvious value of this, usability is often neglected by businesses when building a website. That could be because you don’t have the time or budget to follow best practices, you don’t have the in-house design expertise, or you simply aren’t aware of just how important usability is today. Whatever the reason, you can’t afford to take the risk of releasing a site with a poor UX.
Understanding the Importance of Web Usability
You’d be amazed by how many websites these days fail to give their users an experience that delivers on their basic expectations. If your website falls in that category, poor usability may have an influence on whether your users adopt or reject your site. This could be the difference between a visitor abandoning a poorly designed page or sticking around and converting to become a customer.
So, how do you ensure your website doesn’t end up on this ever-growing list of failures?
The key is to focus on your users’ needs, and put yourself in their shoes when planning, designing, and developing your site.
Even if your site isn’t customer-facing, good usability is also crucial for internal systems. Employees are users too, and their adoption – or rejection – of your technology will also have an impact on your business.
This is easier said than done, we know. That’s why we’ve provided a selection of tips and advice to help you overcome this challenge.
How to Improve the Usability of Your Website
1 – Keep it Simple
Whenever you’re thinking about UX, always follow the rule that simplicity is best. If a website has a design or functionality that’s complicated, its usability will suffer. Try to keep things as simple as possible at all times.
2 – Nail the Fundamentals
While some design choices, like colour and font, can be argued as subjective, there are certain aspects of usability that are more objective. Getting the fundamentals right will help you ensure you’re delivering great usability.
For example, optimising your site to ensure its pages load quickly, organising your pages with proper headings and sub-headings, making sure clickable buttons and links stand out, avoiding making any text or touch-points too small, even providing clear, useful error messages, and so on.
3 – Adhere to Accessibility Guidelines
Usability shouldn’t be confused with accessibility. Accessibility’s purpose is to make all technology accessible and easy-to-use for everyone, equally, with a significant focus on those with disabilities and other difficulties.
To ensure your website meets the current requirements for accessibility, you need to follow a set of principles and standards known as the Web Content Accessibility Guidelines (WCAG), linked here.
If you’re working with an agency, they should have best practices for accessibility already incorporated into their approach. Make sure you check this anytime you’re evaluating agency partners for a website project.
4 – Learn from Experience
We’re all users of websites, and we all know how it feels to encounter a frustrating UX. Use your own experience of this to try and build empathy for your users and what they might like and dislike. Any time you come across a website that gives you a bad experience online, make note of this and ensure you don’t allow similar problems to creep into your own site.
5 – Don’t Make Assumptions
While the previous point is important, it’s also crucial to realise it’s not enough. Using your own experience will only get you so far and, in some cases, it could even cause additional problems.
Remember that usability is dependent on delivering for your target audience’ personal preferences when interacting with your website. It’s always risky to assume you know how your users think and feel.
Don’t make decisions about design and functionality without considering who the target users are and what they need from their experience. This leads us nicely into the next point.
6 – Test With Real Users
It’s always necessary to test the usability of your site with real people who are part of your target audience. The best way to ensure your website will provide a great UX is by asking real-life users to test it out, collect their input, and put that feedback into the final version. This is known as usability testing, which is a phase of the design and development process that every successful project requires.
7 – Know When to Ask for Help
All of these tips are helpful to be aware of, but for the average business they can be daunting and difficult to put into practice. That’s why the majority of large businesses with outstanding websites have worked alongside a specialist agency partner with expertise in user-centric design. To ensure your site has great usability, it’s often necessary to find the support of an agency who has proven experience delivering similar projects successfully.
Usability Should be a Priority
Usability is crucial to the success of any website, but it’s something most businesses are still struggling to get right. Ultimately, though, your users are the ones who will determine the success or failure of your investment.
You have to put yourself in their perspective when designing and developing your site, and that includes getting real people’s feedback and approval. Only then will you create something that meets your target audience’s expectations for speed, convenience, and simplicity.
If your website provides a clunky or frustrating UX, most users today won’t hesitate to go elsewhere rather than waiting around to complete their task on your site. If that task in question is purchasing a product or service, you’ll see that poor usability will eventually begin to have a negative impact on your business.
Following the tips and best practices listed in this article will help you avoid that trap and create a UX that’s better than most websites. Doing that will begin to drive positive outcomes like greater adoption rates, improved customer retention and loyalty, and a stronger return on investment.
To continue learning with a deeper dive into the topic of web usability, including more insight into its principles, additional guidance on design best practices, and current trends and future predictions, read our related article here.