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:

• 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.

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: 

• 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. 

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: 

• 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. 

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.

To learn more, read our comprehensive guide to understanding and evaluating the enterprise options for bespoke development here.

Discover how global private equity advisory firm, Rede Partners LLP, transformed a time-consuming manual process into a game-changing client-facing online portal here.

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SoBold, the High-Performance WordPress design and development agency, has delivered an industry-first portal for Rede Partners, a private equity fundraising advisory firm that provides fundraising services to PE funds across Europe, North America and the APAC region. 

This bespoke portal, built on the WordPress platform, allows institutional investors to navigate upcoming funds advised by the placement agent.

Rede approached SoBold wanting to create a better user experience and improve fundraising outcomes for its customers. Rede wanted to achieve this by replacing its ‘Current Fund Offering’ mailout and PDF with an interactive, personalised, and secure online portal. Rede and SoBold worked in close collaboration to devise a simple, bespoke solution capable of delivering on a complex set of requirements, and that online portal soon became RedeWire.

RedeWire was fully integrated with Rede’s CRM system, Dealcloud, passing back data on user interactions and page views, allowing the team to follow up with interested clients.

RedeWire has been built fully personalisable for users, meaning that limited Partners are able to set all their preferences on first login, and through their account, allowing them to tailor the funds they see on their fund offering dashboard. 

As part of the RedeWire platform, SoBold also designed and developed a bespoke front-end editing and approval interface to digitalise their offline fund approval process. This process has enabled Rede Partners and their clients to send out live previews of how a fund will appear on RedeWire, gather real-time comments, or make fully audited edits to a page’s content before submitting it for approval and publication on the RedeWire portal.

RedeWire has now launched to Rede’s full customer base and initial feedback has been overwhelmingly positive. The platform has already seen a high number of account activations and interactions within its first full week of use.

SoBold and Rede will continue to work together to develop RedeWire’s capabilities further and improve the portal’s user experience. SoBold will provide ongoing support to manage the platform and deliver enhancements on a monthly basis.

You can read more on our working relationship with Rede Partners here.

Gabrielle Joseph, Head of Due Diligence and Client Development for Rede Partners said,

“The SoBold team has been a real pleasure to work with and has successfully made our vision a reality. Originally conceived as a game-changer within our industry, we are thrilled with the outcome of RedeWire and have had several clients highlight how intuitive and easy-to-use the platform is.” 

“Throughout the project, SoBold clearly understood our vision and provided thoughtful solutions to our needs. Choosing to partner with this team was one of the best decisions we’ve made, and we couldn’t be happier. We look forward to continuing to work with the team as the site evolves.”

Will Newland, Managing Director, SoBold said,

“We’re delighted to see such high early adoption of the new platform. The user feedback has been excellent so far, and this is the first of its kind in the private equity space, creating a personalised experience. We’re continuing to roll out enhancements on a monthly basis and can’t wait to grow the platform further.”

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When developing a high-performance website with WordPress, certain requirements will demand that your agency partner goes beyond the “out-the-box” functionality of the platform. 

There are two main ways your agency partner may work with you to build out custom functionality:

1. Plugins 
2. Bespoke development.  

While plugins are the go-to option for many small and medium-sized businesses, it shouldn’t always be such a quick decision between those two options. If you’re working on an enterprise-grade website, your agency should always give careful consideration when determining the best approach in every scenario. 

In this article, we’ll help you understand how to determine the right option between plugins and bespoke development for your own WordPress website. 

Why Are WordPress Plugins so Popular? 

Since WordPress is an open-source platform with a very active global community of web developers, there are tens of thousands of plugins readily available. For almost any use case you can think of, there’s almost certainly a plugin for it; probably even several. 

Plugins serve so many businesses so well because they’re pre-built functionality that quite literally plugs into your platform.

One of the main reasons plugins are so popular, especially for smaller businesses, is because they’re usually free. This provides a great cost benefit over bespoke development, on top of the obvious benefits in the speed of attaining the new functionality as well. 

Why You Should be Careful with Plugins 

Despite their popularity, there are downsides to plugins too. 

Relying on too many plugins, or using low quality plugins, may slow the speed of your site down significantly. A good WordPress development agency will try to keep the use of plugins at a minimum to ensure the speed and performance of your site isn’t compromised. 

Poorly built plugins, or ones that aren’t maintained sufficiently, could also cause glitches and errors to occur with the functionality they’re adding to your site. 

Security is another concern with certain plugins. If a plugin isn’t maintained and updated regularly, this will create vulnerabilities in your platform that could be exploited by malware or cyber security attacks. These vulnerabilities could also creep in if your plugins are auto-updated and left untested by your agency partner. 

Some less experienced agencies often fall into the trap of using too many plugins, while others are simply unaware of the risks associated with plugins from untrusted sources. This has given a bad impression of plugins in some circles. The missing ingredient there, however, isn’t the value of plugins, it’s the agency’s best practices. 

When to Use WordPress Plugins

If there’s a feature you need to add to your site that’s already been built perfectly in a trustworthy plugin, it’s worth considering that approach instead of building something from scratch. 

However, here at SoBold, we ensure a strict set of best practices are followed, and due diligence conducted, every time we’re considering using a plugin.

We’ll always make thorough checks to ensure any plugin we use is best-in-class, aligned with our high-performance standards, and so should any other agency you work with. 

This will include asking questions like:

• Does it have a large number of positive reviews?
• Is it built by an author with a good reputation?
• How active and trusted is the author in the WordPress community?
• When was the last date the plugin was updated? 
• Has it been updated regularly enough in the past? 
• Does the code quality meet our standards?
• Does the code align with modern WordPress development best practices?
• Is the plugin compatible with the WordPress block editor? 

Before implementing a plugin on your platform, your agency should also use it in a local testing environment to ensure it functions as expected.

The majority of plugins are reliable, offering a quicker and easier approach than building something bespoke. However, there are many cases where bespoke development is the more suitable option. 

When it’s Better to Use Bespoke Development 

When it comes to sophisticated, dynamic websites, plugins may not be capable of delivering the required level of performance, security compliance, or functionality. 

In these cases, your agency will turn to bespoke development to deliver what you need. This is often the necessary approach, because high-performance websites do require some complexity behind the scenes. And WordPress is arguably the best platform available today for bespoke web development. 

Building out your platform by creating new features completely from scratch, tailored to your exact need, brings with it a wealth of advantages over using plugins. 

This is particularly beneficial in terms of flexibility and customisation, giving you something entirely unique to your website. You’ll have complete control and ownership of your bespoke features, which provides greater security and seamless integrations with the rest of your technology systems. 

Performance will almost always be superior with bespoke development, delivering a far greater user experience (UX) and improving your customer engagement as a result. 

Bespoke development could even be more cost-effective in the long-run too, when compared to plugins that turn out to be problematic or aren’t updated past a certain point. 

Rely on Your Agency’s Expertise 

Determining whether to use a plugin or build something bespoke will be a decision your agency should guide you to make correctly. 

Each website and each business are different, so the right option will be unique to your own requirements and circumstances. Therefore, it’s also worth mentioning that this must be specific to each individual requirement as well, rather than taking a blanket approach.

The decision shouldl be based on the most straightforward way to give you the capability you’re looking for. It will also involve ensuring that your site’s security, performance, and UX are maintained. Another important factor to consider are your circumstances, such as your budget, timeframes, the amount of traffic your website is likely to encounter, and so on.

For example, if your agency knows that one of your top priorities for your website is excellent performance, they’ll make different decisions in that case than they would if you were more concerned with the fastest possible time-to-market. 

Some businesses even use plugins in the first phase of their website, then look to rebuild their plugin-based functionality with bespoke development when their business grows, or when they have more time and resources available.

It’s important to trust your agency partner with this decision and rely on their advice. This is why it’s so valuable to work with an experienced agency who understands your needs, so they can help you make the right choices and take the best possible option. 

Finding the Right Balance for Your Website

Plugins can be very useful, and it must be said that many WordPress plugins are outstanding in their capability and quality. However, if your specific requirements demand more than a plugin can deliver, bespoke development will be the correct approach.

Regardless, it’s crucial to find the right balance to ensure your site’s performance, speed, and security are maintained. 

Ultimately, your agency partner should always consider the specific requirements and circumstances of your project before deciding whether to use plugins or build bespoke functionality for your site. This makes it even more important to work with an experienced agency you can trust to guide you. 

Discover more about the scalability and flexibility of the WordPress platform, and its ability to deliver complex requirements for enterprise websites, in our related article here: Just How Scalable is WordPress?

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Summary 

Despite being the most popular content management system in the world, many large businesses and organisations in strictly regulated industries are still asking, “Is WordPress secure enough for us?”

This article will give you a detailed explanation of how WordPress can provide enterprise-grade security, to help you make your own decision about whether it’s secure enough for your own business. We’ll also share some helpful tips to enhance the platform’s security and reduce its risks even further.

As technology has become more pervasive in our daily lives, cyber security concerns have intensified, especially in the workplace. Each year, we read about more high-profile cases of global brands becoming victims of malicious cyber attacks, most often with sensitive data being the real target.

As a business, you should be increasingly careful and vigilant about the technology solutions you deploy today. This is even more important for large businesses and organisations in industries with strict regulations, where the consequences of security issues can be catastrophic.

When you’re choosing a content management system (CMS) to build critical digital assets like your website, security must therefore be a top priority. 

Despite being the most popular CMSs in the world today – powering almost 45% of the world’s websites – WordPress is still seen by some as the platform for smaller organisations. You’d think its popularity alone would be sufficient evidence that WordPress is secure, especially as a large fraction of that user base includes enterprises across both the public and private sectors. However, when it comes to WordPress security, there are still some question marks.

So, is WordPress secure? 

Yes, absolutely. 

But there are certain factors and potential pitfalls you should be aware of if you’re considering WordPress as your CMS of choice. 

Understanding Security in a CMS 

As business challenges with cyber security and data protection continue to grow, selecting a platform that offers robust security is crucial. But how does that work, exactly?

Ultimately, a CMS like WordPress is just a piece of software, and all software can be vulnerable to security issues in a variety of ways.  

The most obvious of these is a cyber security attack, either by hackers, a virus, or malicious software (malware). Any CMS used in a business environment needs to be built to withstand these attacks on a daily basis, and WordPress is definitely capable of doing so.

Another significant risk is when software has accidental weaknesses, issues, or vulnerabilities – known as bugs – built into its code. Bugs are common in software, and they can manifest as anything from a box appearing in the wrong place on your website to a platform vulnerability that leaks mission-critical data to cyber criminals.

Bugs aren’t difficult to fix, and we’ll explain later in this article why WordPress users can be confident that these kinds of risks are minimal with the platform.

However, when it comes to a CMS’s security, it’s important to understand the following point: 

The biggest security risks, and the greatest opportunities for cyber criminals, are unsafe user behaviour, lack of best practices, insufficient maintenance, and poorly built sites. Not the platform itself.

Your behaviour, and the behaviour of your end-users, is an area that can be exploited or cause problems if you don’t prioritise security. That’s why it’s necessary to take a proactive, rather than reactive, approach to protecting your data. The rest of this article will help you do that, and remove any concerns you still have about WordPress security. 

Is WordPress Secure? 

The misconception that WordPress isn’t secure enough for large businesses still lingers, but why? Well, the main reason is because the platform is free-to-use, and so it was initially most popular among B2C blogs and smaller independent businesses. 

Today, however, this couldn’t be further from the truth. Industry-leading enterprises such as private equity advisory firm Rede Partners LLP, global investment firm Coller Capital, and global research and advisory leader Forrester use WordPress for their CMS, just to name a few. This goes a long way to proving the apprehension towards WordPress security is unnecessary. 

So, let’s explore the WordPress platform in more detail to understand why these global enterprises have full confidence in the security of their data, as well as the data of their clients and partners. 

WordPress is already a secure, stable platform out-of-the-box.. You can rest assured its core code is highly secure, because it’s overseen by a team of security experts who thoroughly test and quality-check it on a continual basis. They regularly release updates and reinforce any potential weaknesses before they’re exploited to protect you against any new-found threats. 

A team of security analysts study the ever-changing cyber security landscape and respond to it with speed and precision.

While WordPress may be seen by some as a CMS for small businesses, the speed at which security updates are implemented is arguably the best in the world when compared to other platforms.

WordPress is also open-source software, which means all the code it’s built on is available to the public. Anyone from outside the WordPress team can view it, download it, and make adjustments to it. Users often suggest their own changes and updates to the code by submitting them to the WordPress moderator team for approval. If improvements are made to the WordPress code, these updates will be released to the global user base.

These people are part of a global community of dedicated, passionate users who work hard to ensure the platform is always developing into the best version of itself possible. Anything WordPress’s own team misses, the developer community will catch. This means users are often fixing bugs and shutting down potential opportunities for cyber criminals, keeping the platform safe for everyone else. 

WordPress Security Vulnerabilities

While WordPress does have the support of some of the brightest developers in the world, who keep it as secure as possible, they can’t take care of everything for you. As mentioned earlier, your biggest security risks will probably lie within your own business, regardless of what CMS you’re using.

Additional security vulnerabilities can arise in certain scenarios, often caused by ignoring best practices or failing to take responsibility for simple maintenance of the platform.

Web Hosting 

Your hosting environment is an important factor that can influence how secure and protected your data will be. Your WordPress websites will be hosted in a server that stores your files and data in a data centre. 

WordPress, like any platform, should be hosted in a secure environment, with an experienced provider who prioritises security as part of their services. This should include putting proactive security measures in place for scenarios like unplanned down-time or even natural disasters.

Secure hosting should also involve automated monitoring for malicious activity and vulnerabilities in your servers and software, as well as incident response.

Before choosing your hosting service, be sure to carry out some due diligence and look into the security best practices of your host. In many cases, it’s wise to work with an agency partner who will help you with this, but more on that later.

Plugins 

While the WordPress community is one of the platform’s greatest strengths, interacting with unsafe additions to the software can also be its downfall for some businesses. It’s important to be cautious of the constant stream of new features, updates, and plugins being made available, because some of them could create issues for you.

To avoid these problems, you shouldn’t download plugins unless they come from recognised, credible sources. Furthermore, you should always ensure all your plugins are correctly tested, maintained, and updated.

We appreciate this may sound complicated. For that reason, you should entrust this responsibility to a partner. When using WordPress to build and manage websites, a good agency should help you ensure everything is secure and up-to-date.

Software Updates

When you’re running a website or application on WordPress, you’ll regularly receive software updates from the platform. Any time an update comes through, it’s because certain bugs have been fixed or some improvements have been made.

It’s crucial that you keep up with WordPress updates because they’re there to keep your site secure. By leaving your site running on outdated versions, you’re at risk of a known issue being exploited by cyber attacks. Again, this should be taken care of by your agency partner so you don’t need to worry about keeping your web platform up-to-date.

Tips to Strengthen WordPress Security 

If you still have doubts, there are some simple steps you can take to further strengthen the security of the WordPress CMS. Some of these more general tips can also be applied to most website platforms and other software software products in general as well.

Use a managed hosting service that offers enterprise-grade security. 

You wouldn’t rent an office in a building that leaves its doors unlocked at night. Why would you place your sensitive data in a data centre that isn’t fully secure?

Some things you should consider non-negotiable for a web hosting provider to offer include: 

• 24/7 support
• Back-up and disaster recovery
• Fully-managed service
• Automated monitoring and alerts
• 99.99% up-time
• 100% pass-rate for data centre audits.

Put back-up and disaster recovery services in place to ensure you’re protected from all potential risks.

To build on the above point, ensure your hosting service has measures in place for back-up and disaster recovery. This fail-safe measure will give you a way to save and recover all your data in the event of any losses. 

Do not use, or allow your agency to use, any plugins from unrecognised sources. 

As mentioned earlier, only use plugins from sources you trust. You should also keep all plugins and additions to the platform up-to-date, and make sure they’re rigorously tested – or, rather, make sure you can rely on your agency partner to do this for you behind the scenes.

Use plugins alongside security-specific enhancements.

You can further bolster the security of the WordPress platform by leveraging security-specific plugins such as WordFence, Sucuri, and Defender Pro. These can inform you of potential vulnerabilities or incidents so you can respond quickly before they have an impact on your business.

Don’t use tools that enable direct access to your site database from within the dashboard. 

Some digital tools or extensions give direct access to your site’s database or files from within the dashboard, to make managing your website easier. This is something to avoid, because they’re often a major security risk.

Enable SSL 

Enabling SSL (Secure Sockets Layer) introduces a protocol which encrypts the transfer of data between your website and your users’ browsers. This makes it more difficult for cyber criminals to steal information and data online.

Encourage your users to follow security best practices.

You can put all the security measures and data protection possible in place, but they could all be for nothing if a weak password or bad behaviour compromises your website.  

Some  security best practices every business can easily implement include making strong passwords compulsory among all users and introducing additional measures like two-factor authentication.

Rely on an Expert to Minimise Your Security Risks

As touched on throughout this article, another factor which will determine how secure your WordPress platform is will be which agency you decide to work with.

While deciding whether to invest in WordPress is a big decision, don’t underestimate the importance of finding the right agency partner to support you with your CMS, especially when it comes to WordPress security.

Ultimately, you should understand that:

• WordPress by itself, out-of-the-box, is secure enough for most businesses to use. 
• WordPress in the hands of an inexperienced or negligent agency will create significant security risks. 
• WordPress is the hands of a dedicated, specialist partner is a platform you can trust and rely on without any concerns.

Your data will be fully protected if you work with an agency who takes security seriously and prioritises it at the core of every development task they deliver for you.

That means they should be capable of handling secure architecture, testing, monitoring, updates, and ongoing support for you as part of your service. You should always take the time and care to find a specialist agency partner who has a proven track record of building robust, reliable sites, to ensure you’re minimising your risk.

WordPress is a Suitable Platform for the Enterprise 

Cyber security and data protection are critical for businesses of all sizes, across all industries. But it can’t be denied that large businesses often face more severe consequences by falling victim to a cyber attack or data breach. 

Choosing a platform that you have total confidence in is a necessary factor in the process of evaluating your options for a CMS.  

When you have your own role and responsibilities to focus on, the last thing you want is to be constantly worrying about the security of your site. Following the advice and best practices listed in this article will provide you with a highly resilient WordPress platform with enterprise-grade security. That will allow you to spend more of your time creating an outstanding website that differentiates you from your competitors and drives business growth. 

If you need more help understanding and evaluating platforms to deliver a web design and development project, read our comprehensive guide to selecting the right solution here.

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Back in early October, SoBold made our debut visit to Brighton SEO. Since then, we’ve been busy putting the invaluable lessons from the event’s talented speakers into action, all while navigating Google’s November and December Core Updates. Now the dust has (hopefully) settled on the update-front, and the with next iteration of Brighton SEO still a few months away, we’ve taken the opportunity to reflect on our key takeaways and their impact on our approach.

A functional relationship with your development team is critical for SEO success

During Brighton SEO, a recurring theme across different talks was the challenges SEOs face when working with development teams, particularly those that operate in silos. Whether in-house or outsourced to separate agencies, a lack of communication, deprioritised SEO tickets, and limited understanding of SEO best practices often lead to delays, errors, and missed opportunities. Many speakers and attendees expressed frustration at the need for excessive hand-holding to ensure even basic tasks were actioned correctly.

At SoBold, we avoid these risks with a collaborative effort between our development and SEO teams. As a WordPress-first agency, our integrated approach ensures SEO tickets are prioritised appropriately, and implemented to the highest standard. By removing barriers between teams, we’re more efficient and deliver results that drive SEO success.

Don’t discount the basics

It sounds very simple, but one of the biggest takeaways from Brighton SEO was how critical the fundamentals remain to SEO success. Numerous case studies and real-world examples shared by speakers reinforced that many websites fail to rank well simply because they lack a strong foundation. While advanced techniques and tools may sound exciting, the potential is often wasted on websites that haven’t addressed core issues.

Speakers emphasised that getting the basics right still yields some of the highest returns. Core Web Vitals, metadata optimisation, fixing 4xx and 3xx errors, a clear site hierarchy and URL structure, proper indexation, robots.txt configurations and ensuring basic analytics are in place all play a pivotal role. These essentials are often the difference between stagnation and significant ranking improvements. Ensure your fundamentals are sound before turning to more advanced methods and strategies.

AI can be a game-changer for audits, but nothing beats human written content

AI has been the buzzword of the industry in the past two years. Incorporating AI into everyday tasks to maximise efficiency was a key theme at Brighton SEO, specifically the use of AI to streamline time consuming tasks like audits and data analysis. 

Audits are central to developing an SEO strategy and crafting roadmaps, and leveraging different AI and machine learning strategies to research, collate, and organise relevant data was a hot topic at the conference, with lots of very knowledgeable people offering extremely useful and actionable insights into how existing workflows can be enhanced through AI. 

By leveraging AI tools and machine learning, SEOs can quickly identify technical errors, gather keyword insights and generate comprehensive reports, freeing up more time for the higher-impact strategic work. Speakers showcased actionable ways to integrate AI into workflows, potentially revolutionising the process of audits, roadmaps, and reporting.

However, there are clear limits to the use of AI. While it excels behind the scenes, it falls short when it comes to creating authentic, engaging content. Google’s guidelines, a number of algorithm updates, and leading voices within the SEO community on social media continue to emphasise that nothing beats human-written content based on real expertise and experience. The message was clear: AI can enhance efficiency, but content that resonates with users, builds trust and meets the intent of the searcher must remain in the hands of skilled human writers.

Google’s AI snippets are traffic thieves

Generative AI has been a hot topic across numerous industries since the launch of ChatGPT 3.5 in November 2022, especially in SEO. Google has released numerous updates (to mixed responses) to combat the large influx of AI generated content and the ability for anyone to churn out masses of content on subjects outside their areas of expertise.

There’s no doubt the rise of AI sent internal shockwaves at Google, who had to quickly innovate to withhold a potential threat to their dominance. As a consequence, they released the Google Generative AI Snippets, which generates AI answers at the top of the search results for a range of queries, based on information it’s gleaned from the top ranking pages for said query.

While the concept may seem beneficial to users, the reality is stark for website owners and their SEOs: visibility is drastically reduced. Data presented at Brighton SEO revealed that URLs in Position 1 under these snippets suffered traffic drops of 70%. 

Many SEOs and site owners argue this practice borders on theft, as Google repurposes content with minimal credit or incentive for users to click through, and wouldn’t be able to surface any of this content without the websites creating it in the first place. This controversy isn’t going away anytime soon, and SEOs will need to strategise carefully to adapt to this new reality.

Test, test, and test again

Many of the talks were very insightful, offering new methods and solutions for a range of tasks. But each website is different, and what may have a profound impact on one website may not do the same on another. 

There are very little one size fits all in SEO, and our testing of the new methods and techniques detailed at Brighton SEO has shown just that. We can take the direct learnings from these talks and apply them literally with minimal change, but with benchmarking the initial metrics, examining the difference once recommendations are applied, and tweaking these with our own insights, we can maximise the impact. 

Whilst the wealth of talent and expertise of the speakers at Brighton SEO was at a very high standard, SEOs shouldn’t rest on the laurels and only go as far as these talks suggest, but leverage their own expertise and knowledge, pairing it with the expertise from these conferences to get the best results. Building upon some of the strategies outlined at Brighton SEO and putting our own SoBold-spin on these is already bearing fruit, and testing is at the heart of this.

Final Thoughts

From the importance of solid fundamentals to embracing AI’s potential while recognising its limitations, these takeaways are invaluable for SEOs and developers alike. By testing, adapting, and collaborating, we can turn these learnings into impactful strategies allowing us to navigate the uncertainty of Google Updates, as we look ahead to the next conference in April.

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