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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- Read our comparison between Sitecore and WordPress here.
- Read our comparison between Umbraco and WordPress here.
- Design
- Development
- Quality Assurance Testing
- Migration and Launch.
- Strategy
- Website Data
- Target Audience
- Industry Landscape
- Competitors.
- Your target audience now has a shorter attention span, and less patience when browsing websites and services online
- Your target audience also has more choice of options than ever before when choosing who to buy from.
- 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.
Announcement
4 June, 2024
SoBold and Kapow Primary shortlisted for the B2B Website of the Year at the UK Digital Growth Awards
SoBold are thrilled to announce that they have been shortlisted for the B2B Website of the Year at the UK Digital Growth Awards.
SoBold and Kapow Primary have been working closely together since 2019 to provide teachers with rich lesson plans and engaging experiences for their classrooms.
This nomination is a proud moment for everyone at SoBold & Kapow Primary, highlighting their hard work and dedication.
Leonardo Esposito, Senior Back End WordPress Developer at SoBold.
“When Kapow started, I was just a few months in with SoBold, and I’ve been one of the main developers on the project ever since. It’s incredible how both the project and I have grown. As I became more experienced as a developer, learning new concepts and understanding new things, Kapow was evolving as a platform. The project is now very challenging as there’s more at stake, and it’s so rewarding to see any new feature released successfully, making both Kapow and our customers happy”.
Our Story
How it began
Our journey with kapowprimary.com began in 2019. At that time, Kapow Primary was in its nascent stages, serving 20 schools. Since then, they have grown into a comprehensive online platform, offering lesson plans, resources, and interactive features for primary school foundation subjects.
We joined forces, collaborated and actively contributed to the website design, development and SEO strategy to improve and enhance the website, ensuring it met the needs of teachers.
The dedicated Kapow Primary team at SoBold
What we achieved ⭐
Fast forward to 2024, and Kapow Primary has grown exponentially, now serving over 6,700 primary schools!
This growth is a testament to the website’s value and the dedication of our teams. We’re excited about what the future holds as we continue to expand and grow. 👀
Here are some key highlights from the past 18 months:
Interactive History Timeline
This feature lets teachers and pupils explore historical periods interactively. It’s a fun way to engage with history, allowing simultaneous exploration of different periods and making historical events more vivid and memorable.
Presentation Mode
We developed a presentation view that streamlines lesson plans. This feature enhances the learning experience for students and saves teachers valuable preparation time, allowing them to focus more on teaching and less on admin.
Curriculum Hub – Coming soon!
The national curriculum can be quite overwhelming! To help with this, we developed a hub that houses national curriculum resources in one place and shows how they align with Kapow Primary’s lesson plans, taking the headache away!
At the heart of everything we do is the commitment to giving teachers the best experience possible. We have a dedicated team to make this happen. Each new addition is crafted with this in mind, ensuring that Kapow Primary remains a trusted educational resource.
Final thoughts
Being nominated for this award means a lot to our team. It’s a recognition of the hard work, dedication, and passion that everyone at SoBold and Kapow Primary has put into this. We are deeply invested in the continuous improvement and growth of Kapow Primary.
Winning this award would be an incredible achievement and well-deserved recognition for everyone involved.
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Industry News
12 January, 2023
WordPress vs Drupal – Comparing Both Content Management Systems
There are plenty of similarities between WordPress and Drupal. That can make it particularly hard to choose between the two if you’re tasked with finding a new content management system (CMS) for your business. But when you’re about to invest in a new CMS, it’s an important decision that needs careful consideration.
After all, your CMS will be the platform upon which your website is built, and the influence that will have on your business growth and success today shouldn’t be underestimated. With that in mind, it’s crucial to find a platform that aligns with your specific requirements and enables you to achieve your strategic objectives.
To help you gain a clear understanding of the differences between WordPress and Drupal, and decide which one is better suited to your business, we’ve provided this helpful side-by-side assessment.
This article is part of a new series where we’ve explored direct, objective comparisons between some of the leading options for CMSs. In the third article of this series, we’re looking at Drupal and WordPress. You can find links to the other articles in this series at the bottom of the page.
Approachability and Ease-of-Use
A CMS is a big investment, and so you’ll want to begin getting good use and value from your platform of choice as quickly as possible. Like any type of software, though, some platforms are more approachable for the average user, while others will require you to have some previous experience to get going.
How Approachable is Drupal?
Drupal is aimed at users with some prior coding skills or content management experience. If you have technical skills at your disposal, Drupal can provide great functionality once you’ve put some time and effort into setting everything up.
For non-technical users, however, working with the platform and getting comfortable using it can be a long-term process. It’s an advanced CMS that doesn’t offer much in the way of straightforward usability “out-of-the-box” unfortunately. If your team is made up of non-technical users and beginners, this might not be the best platform for you.
Even if you work with a web development agency to help you get everything set up and tailored to your preferences, the complexity of the code will make their project timelines and costs higher than the average CMS.
How Approachable is WordPress?
WordPress is very approachable for anyone, even beginners without any previous experience using a CMS.
Simplicity is one of WordPress’s greatest strengths, and many would argue that elevates it above all its peers.
This usability allows you to get up-to-speed immediately with a very fast time-to-market for your site. That means you’ll begin to achieve a positive return on investment (ROI) much quicker than most other platforms. Almost everything you need to build and manage your website will be readily available when you first begin using WordPress, making it more approachable for the average user than Drupal.
As it’s such an intuitive platform, pretty much anyone in your team will be able to use WordPress. That will make it easier to handle the daily management and running of your site as a shared responsibility.
Functionality and Customisation
As touched on above, you should be looking for a platform that you and your colleagues will be comfortable using on a daily basis. If you don’t like the way a CMS functions, you should remove it from your shortlist of options.
While Drupal and WordPress are similar at first glance, with the same fundamental functionality of a CMS, there are some unique features and capabilities that differentiate them. There’s also a wide range of ways to customise them to your own liking.
Working with Drupal
While the complexity mentioned in the previous section does require considerable time, effort, and money to get past, once you’ve got there you’ll likely find Drupal is a good CMS to use for building and editing your website.
Drupal’s user interface (UI) is fairly easy to get used to. You can publish, edit, manage, and organise content with flexibility, adjusting your page structure and site navigation. You can also lean on a large library of website themes and modules, which are additions similar to WordPress’s plugins, to tailor your CMS to your own unique specifications.
Working with WordPress
As a CMS, WordPress’s simple, intuitive functionality allows you to seamlessly launch and manage your site. It’s very convenient editing content on a page-by-page basis with WordPress with its block-based design. This allows you to create quality content from day one, with the freedom and flexibility to make adjustments to the platform as and when you require.
WordPress also allows you to customise it as well with a vast selection of plugins and themes. The difference between WordPress and other CMSs, though, is that there’s not much you’ll need to change about it out-of-the-box before you can begin using it comfortably.
Because it has a lower cost and faster time-to-market, it will free up more time for you (or your agency) to focus on higher value work, like differentiating your site from competitors or developing personalised content for your customers.
Platform Security
When writing down the criteria that you’ll use to select your CMS, security should be one of the first things on that list. Threats to cyber security and data protection are increasing by the day, for businesses of all sizes across all sectors, so it’s crucial to ensure you select a secure, trustworthy platform.
How Secure is Drupal?
One of the major advantages of a CMS that’s aimed at those with web development skills is that the users of Drupal work hard to ensure the platform is highly secure. Drupal regularly receives security updates and additional reinforcements to protect the platform.
Of course, you still need to test thoroughly and continuously double-check there are no vulnerabilities in your system. This is usually the responsibility of your agency, and a good partner should always prioritise security at the core of any development project.
How Secure is WordPress?
WordPress is a secure platform, but some still carry the misconception that it isn’t suitable for large businesses. To find evidence of its enterprise-grade security, though, you only need to look at the number of organisations using WordPress as their CMS of choice today.
Still, there are some potential vulnerabilities that are important to be aware of. For instance, be careful when adding plugins to your WordPress platform. As WordPress runs on open-source software, some developers will inevitably release plugins that aren’t secure, so you should only use plugins from reputable sources.
When you do use plugins, you’ll also need to test them thoroughly and keep them updated, and ideally have them working alongside security-specific plugins such as WordFence. These are issues that a good agency partner should be well aware of and handle for you.
Security is also influenced by the hosting environment of your platform. You can reduce your security risks further with WordPress if you find a trustworthy, well-managed hosting partner to look after your system.
The Global Communities
An active community of developers is a valuable asset for a CMS to have. This is a selection of dedicated users who work hard to contribute to growing and improving the platform, either by releasing new updates and plugins or fixing bugs in the software’s code.
For businesses like yours, the community could make the difference between having a small issue resolved quickly or growing into a big problem. Communities also provide resources to learn more about the technology, to further develop the digital offering you provide to your customers.
Drupal’s Community
Drupal has a fairly niche, but very passionate developer community supporting it. The size of Drupal’s community is considerably smaller than more popular platforms like WordPress, mainly because of that higher degree of coding skill required to use the CMS easily.
However, that doesn’t detract from the level of support or added value you’ll receive if you do opt for Drupal. New themes, modules, and updates are often released to contribute to the quality of websites that can be built on the platform.
WordPress’s Community
Most of what’s been discussed as strengths of WordPress in this article can be put down to the hard work of the community adding to the software.
WordPress’s community is truly global, with millions of users regularly producing innovative new themes and plugins that your business can pick up and begin using with ease.
No matter what issues you run into with your WordPress site, there will always be help readily available from the community.
WordPress users are renowned for their events as well, with free meet-ups and conferences often held to help users learn more about the technology. WordCamp, for example, is a non-profit event that has been run by the WordPress community since 2006 across several continents. WordPress also hosts an annual event called WordPress accessibility day, designed to help increase awareness of the importance of accessibility in modern technology.
The Cost and TCO
Another important aspect of your evaluation will be the cost of your CMS, and its long-term total cost of ownership (TCO).
The platform you choose will need to deliver good value for money and a strong ROI. How easily you can achieve these will vary depending on the CMS and how well it aligns with your business’s requirements.
Drupal’s Up-Front Investment and Ongoing Costs
Drupal is an open-source platform, which means it’s free to use. In most cases, Drupal is a good option in terms of value when compared to other CMSs.
You’ll only need to worry about costs like agency fees for development, your platform hosting, and post-deployment testing and maintenance.
However, the aforementioned complexity of Drupal often causes agency work to be more costly and time-consuming than it would be when working with platforms like WordPress. From basic set up and development to customisation, it’s possible your TCO will continue to grow over the years the longer you’re working with Drupal.
WordPress’s Low Cost and TCO
WordPress, on the other hand, is a very cost-effective solution with a much lower TCO than with Drupal.
It’s another open-source platform with no license fees, and you’ll rarely need to add on new features or capabilities because it comes with so much “out-of-the-box” already.
WordPress development is more simple and affordable, as are its maintenance and support. As mentioned earlier, the fast time-to-market helps you get a high quality website launched quickly so you can begin seeing ROI almost immediately.
Understanding the Role of an Agency
The role of an agency has been mentioned several times throughout this article. That’s because most businesses with a great website will have worked with an agency partner with platform-specific skills to help them bring their vision to life.
An agency can support you with hosting, design, development, maintenance, security, and updates, each of which can be highly complex and challenging to handle alone.
Therefore, it becomes even more important to consider how easy your CMS is to work with, not just for you and your team but for your development agency as well.
With a platform like Drupal, that has a reputation for being difficult and time-consuming to work with, agency projects are likely to be quite a big investment, and an ongoing one at that. WordPress is a platform that’s far easier to work with, meaning that the cost of releasing a quality, secure website will be much more affordable.
A CMS becomes far easier to use when you find an agency with the experience and expertise to help you gain as much value from the technology as possible. Whichever platform you choose, you’ll find it easier to achieve positive ROI if you have a specialist partner supporting you.
Deciding Between Drupal and WordPress
Both WordPress and Drupal are perfectly good options for most businesses looking for a new CMS. While there are strengths and weaknesses to consider, the most important thing is to keep your business’s specific needs in mind.
Make sure you’re clear on your strategic objectives, unique requirements, users, budget, and other factors to inform your decision. Once you’ve done that, use the comparisons in this article to see how each CMS lines up against what you’re looking for. It should then become evident which platform is more suitable for you.
If you need more help in your evaluation of the various CMS options:
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Industry News
21 June, 2022
Pixel Pioneers Bristol 2022
If you’ve never been to a conference of any type before, you possibly think you already know the important areas of your profession and can find out any developments from your colleagues or the internet. At least that’s what I thought prior to attending Pixel Pioneers 2022.
Which option sounds more appealing to you? Pick up extra skills on occasion, or go to a conference and absorb a mega-dose of industry knowledge, make connections and enjoy exploring fresh surroundings? Luckily at SoBold we have the opportunity to do both.

The conference covered both ends of the telescope – from broad topics such as energy consumption, to a fifty minute talk about the brief three milliseconds your screen goes blank in between webpage loads. How the visually impaired experience the internet, to technical developments in styling / fonts.
My personal hero was Chris How – his mantra of valuing your customer’s time and giving them small moments of delight strongly resonated with me. In accordance, I want to guide you through the content of the conference, with links to the core material that will best replicate what the SoBold team saw, whilst valuing your precious time.
GAVIN STRANGE : Less Thinkering, More Tinkering
A must watch to boost your levels of creativity. Gavin shares his personal and professional projects with Aardman Studios. Lots of useful insights into reaching the pinnacle of creativity. Highly engaging delivery, visuals and plenty of ‘further reading’ material. Definitely worth watching in entirety. Gavin Strange website – will give you a sense of his creative flair and influences. https://www.jam-factory.com/
“It’s better to beg for forgiveness, than ask for permission.”
Gavin Strange

BIANCA BERNING : Variable Fonts – WTF?
From a technical and design standpoint, learning about variable fonts is incredibly useful. Towards the end Bianca veers into the potential application of variable fonts – imagine a world where your computer mutates its content to fit the viewer’s specific needs. If you’re looking for new avenues for unique artistic features for your website – this talk is for you. Everyone should have a play with variable fonts – try it here https://v-fonts.com/

CHRIS HOW : You Got to Fight for the Right to Delight
Chris’s choice of examples and commentary is intentionally entertaining and eclectic. His approach to design changes your criteria for success and also would decisively influence your next project. Essential viewing. Whether you’re a seasoned designer or developer short of a design, this talk will give you a guiding direction. Information on the Kano product roadmap here. https://www.productplan.com/glossary/kano-model/

LÉONIE WATSON : Accessibility: The Land That Time to Interactive Forgot
Visually impaired people experience the internet through screen readers – the internet described in words. Léonie’s valuable insight will definitely re-balance your priorities and appreciation for how websites should function. Some of the technical history she overviews was a bit lost on the audience but the switch in mindset is valuable. Important to dip into, especially for gleaming a deeper understanding of how a web document is compiled and loaded. It might sound ‘techy’ but it’s like understanding how our lungs work – illuminating. If you haven’t viewed any of your own websites using a screen reader – you definitely should. For a great sense of how the net is best experienced for visually impaired users – just check out her website – tink.uk
LUKE MURPHY : Lightning Talk: Design Tokens – Searching for a Source of Truth
Design Tokens act as a very useful tool for blending the boundaries of where design and development meet, in fact, they act as a technical element that affect design and development in equal measures. If you have no idea what a design token is – this talk could unlock a tonne of structure for your product. Here’s an overview article on design tokens

HANNAH SMITH : How to Make Digital Services More Sustainable
Hannah Smith’s talk invited us to critique our energy consumption and make changes to our habits as both consumers and producers of digital content. She makes the case that space travel is a waste of resources, and that using less lays the path to fulfilment. See if her arguments resonate with you. Hannah’s book recommendation – Doughnut Economics by Kate Raworth
JHEY TOMPKINS : Supercharge Your Skills with Creative Coding
A mad professor of CSS and JavaScript – Jhey has a mixture of technical tricks and interesting libraries for speech recognition. Deadpan yet full of colourful examples, Jhey clumsily demonstrates his collection of magical creations and challenges you, the developer, to break out of your ‘siloed’ mentality for visual presentation. Check out his catalogue of wondrous CSS/JS creations here

STUART LANGRIDGE : You Really Don’t Need All That JavaScript, I Promise
Painting with the broad brushes down to the nat-hair infinitesimally small details, Stuart reminds us of the importance of returning to the basics in order to best utilise the web. Unfortunately some of the libraries he suggests do not have extensive compatibility and thus aren’t for mainstream production… yet. His insight does provide a deeper understanding of the mechanics of the tools we use, although the message is quite drawn out. Example of the shared transitions js library https://codepen.io/drenther/pen/NjzeOO
RACHEL ANDREW : What’s New in CSS?
Rachel Andrew – new css features either in or emerging from or newly arrived from CSS-land. Truly at the coalface of emerging CSS features. For a frontend developer it was akin to being shown new letters in the alphabet that were being proposed. A summary of similar information can be found here – https://www.smashingmagazine.com/2022/03/new-css-features-2022/

Bristol itself is well worth a visit – a centre for nightlife, hedonism and youthful idealism. Simply walking around the harbour area in the daytime will refresh your appreciation for one-of-a-kind shops and overflowing street art. Make sure you have plenty of free space in your phone for all the photos. The SoBold team had a very enriching experience and bonded even tighter as a team. I hope to see you at the next one!
Links to the conference videos will be available via the Pixel Pioneers website.
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UI Design
18 April, 2023
Exploring the End-to-End Process of Web Design
Summary
In this article, we’ll outline the end-to-end steps of what takes place in a thorough user experience (UX) and user interface (UI) web design process and discuss what modern web design requires to be successful.
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You may have read our in-depth guide to creating a brief for a web design and development project. A brief can be used to capture all your ideas and requirements before discussing your project with any web design and development agencies.
Once you’ve completed your brief, and evaluated your options for agency partners, you’ll be ready to launch into your website project.
An end-to-end website project is typically organised into phases, which will usually be structured as follows:
We’ve provided a detailed breakdown of these phases in a recent series of articles. This series is intended to give you a clear understanding of the full end-to-end process involved when working with an agency to design and develop a website. This will help you remove any apprehension heading into this kind of project and set you up for success.
The Current State of Web Design
“Design is not just what it looks like and feels like. Design is how it works.”
Steve Jobs, Co-Founder and former CEO of Apple.
While web design does focus on the visual aspects of the site, there’s a lot more to it than just the aesthetic elements like colour schemes and typography.
Web design is a complex blend of branding, user experience (UX) design, user interface (UI) design, graphic design, content creation, layout and structure, accessibility, and much more.
The design of your website needs to be visually attractive but, more importantly, it also needs to be simple and easy-to-use. Your website needs to find the perfect balance between supporting your strategic objectives and serving your clients with a seamless experience. Of course, that’s much easier said than done, which is why it’s so important to find an experienced partner you can trust to guide you through the process.
Outlining the Web Design Process
Phase 1 – Research and Planning
The phase that underpins EVERYTHING!
A good agency will have absorbed everything in your project brief. They should also have worked hard to understand your perspective and your requirements from your website, before you’ve even agreed to work together.
Once you’re preparing to launch the project, the research and planning phase will then go beyond that initial information gathering exercise.

The objective of this phase is to define the full scope of the website, including its design, its features and functionality, its content, and everything else involved.
Your site will be discussed in extensive detail, and then research will be conducted into some key areas that will inform your design and development, such as:
Whether you’re making small updates to an existing design or completely rebranding your business, it’s equally important to use this research to inform every decision you make. That’s because every element of your site’s design must be made to support your business goals and serve your target audience with a great user experience (UX).
This research and planning phase is essential in enabling you and your agency partner to do that.
Phase 2 – Visual Exploration
This exploratory phase involves defining the most appropriate and effective visual direction to take with your site.
The main tool used to help determine the right visual identity for your website is a set of mood boards. These are a visual compilation of different options for colour, typography, structure, images, and other visual components that are used to tell your brand’s story through your website’s design.

A good agency partner will usually present around three mood boards to help shape the direction, then collaborate with you to narrow it down to one final version.
Visual exploration, like most processes within web design and development, will be collaborative and iterative. You’ll be presented with ideas by your agency partner, then given the chance to provide feedback across several rounds of revisions.
Phase 3 – User Experience (UX) Design
The UX design process is the phase in which you work with your agency’s UX specialist to create a blueprint of the website functionality.

This involves creating wireframes (either low-fidelity or high fidelity) that help you visualise the design and outline your website visitors’ flow through the pages into your main calls-to-action. This is the way the website’s design works strategically to drive outcomes that align with your business goals.
This phase takes place before working on the site’s visual design to ensure the two separate aspects complement each other.
Phase 4 – User Interface (UI) Design
From there, your user interface (UI) will be designed. The styles, fonts, and look and feel of the site from the mood boards will be applied to the wireframes.

Your agency will likely present you with a design for your homepage before moving on to the rest of the site. This will typically be done on a desktop screen size, but it can be done on mobile if you want to take a mobile-first approach. Once this is complete, it will then be designed across the relevant breakpoints.
After completing this process, your agency partner will be ready to enter into developing your website.
Making Complex Processes Simple
As technology continues to become more advanced, more and more of our daily lives now take place in a digital-first context. This means:
In order to succeed, your website’s design requires careful planning, research, and a strategic approach if it hopes to meet the demands of the modern client.
Working with a specialist design and development agency is a proven approach to ensuring you gain a website that meets your requirements and delivers on the expectations of your target audience.
Completing a process like the one outlined in this article will enable you to design a website that can become your clients’ go-to online source when they have a need.
As mentioned earlier, we’ve provided a step-by-step guide to each of these phases to make the process even easier for you.
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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.