When a visitor lands on your website, the visual design is likely to be the first thing they’ll notice. It’s also usually the thing they’ll remember most.
75% of consumers reportedly judge a business’s credibility based on its website design. This first impression can make or break a prospective client’s interest in working with you.
The ultimate goal of your website is to attract and retain as many prospects as possible, and then convert them into clients. But most websites are designed in a way that leaves those goals unfulfilled, failing to reach their full potential.
With that in mind, your visual identity should be treated as a top priority within the overall design of your website. Believe it or not, this can have a significant influence on the growth and success of your business.
When working on a web design project, you should always go through a careful visual exploration phase to find the right visual identity for your website.
Whether you’re going through a full company rebrand or just refreshing the style of your website, it’s important to ensure your design is tailored to your specific target audience. This is how you begin to drive business growth through your website.
Without a visual exploration process, your website may not convey your company’s brand identity and values as clearly as you’d like it to.
In this article, we’ll outline the steps taken so you’ll know what to expect when working on a website design project.
What Does the Process Involve?
The purpose of this process is to define the best visual direction to take with your site.
This is a crucial aspect of your overall design, with aesthetic elements being brought together to create a look and feel that engages your site’s visitors and retains their attention. To achieve that, your visual design needs to establish a connection between your audience and your brand immediately. It should also demonstrate why your visitors should work with you.
Exploring your visual identity will cover a wide range of elements, including:
- Your brand
- Your company values
- Your colour scheme
- Your typography
- Imagery and other visual content
- Structuring of pages
- And other visual components that are used to tell your brand’s story across your website’s design.
What are Mood Boards and How Can You Use them?

The main tool used to help determine the right visual identity is a set of mood boards.
These are a visual compilation of all the various elements that make up your website’s visual design. Each mood board is essentially just a single-page collage of design styles based on previous discussions and the findings from the research and planning phase of the process.
The aim of these is to capture your brand’s visual style and tone. This will give the stakeholders, and your designers, a shared understanding of the design you’re working towards.
Mood-boarding helps you visualise the work on your website’s design before it begins and agree on a design aesthetic that accurately reflects your brand identity and values.
Think of this like a problem-solving exercise. Your design agency will take a research and data-driven approach to conveying your brand identity, while also catering to your target audience and accommodating the latest industry trends.
Collaboration and Iteration
Like most processes within web design and development, this visual exploration process should be collaborative and iterative.
You’ll typically be presented with a mood board and a set of ideas by your agency partner, then given the chance to provide feedback across several rounds of revisions.
Rounds and revisions are always important in any creative process. It’s usually necessary for your agency to develop and present a minimum of three mood boards before the optimum aesthetic is agreed upon. This is a crucial step towards the ultimate goal of creating a new website that accurately reflects your brand and has a positive impact on your target audience.
Connecting with Your Clients Through Design
Your website’s visual identity is what makes your brand resonate with your target audience. Your design needs to clearly convey the values of your business, the quality of your products and services, and the reason why your visitors would benefit from working with you.
Working through this visual exploration phase is an important step towards designing a website that will attract more visitors and increase your conversions.
Once this visual exploration is complete, the next phase of your web design process will be to craft your website’s user experience (UX).
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- 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.
Company Milestone
8 June, 2021
SoBold is a Proud Clutch 100 Fastest-Growing Company for 2021
Clutch is a B2B review and rating platform that spans the IT, marketing, and business services industries. The site annually holds an awards cycle to celebrate the best and brightest service providers from the aforementioned sectors. SoBold are delighted to be one of the Clutch 100 fastest-growing companies for 2021!
“The Clutch 100 growth lists represent the top service providers based on revenue growth over the years,” said Clutch Founder Mike Beares. “Their recognition is only possible because of their willingness to participate and their commitment to delivering the best services to their clients.”
“We are delighted to be recognized as a Clutch Leader. This award highlights our consistent project success and growth as a business,” said SoBold Managing Director, Will Newland.
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Latest from agency
26 May, 2023
Contentful vs WordPress: Which Platform is the Best Choice for You?
Deciding between two content management systems (CMS) is no easy task. Your CMS is an important long-term investment, so you must ensure you choose a platform that will meet all your requirements, both now and in future.
If you’re currently weighing up the pros and cons between Contentful and WordPress, there are some key differences between the two platforms that you should be aware of.
To make this evaluation process easier for you, and help you pick the best option for your business, this article provides a direct, objective comparison between these platforms.
Platform Overviews
Different types of software will provide you with different capabilities and limitations. The Contentful and WordPress platforms can both deliver quality enterprise-grade websites, but they each take a slightly different approach.
Contentful
Contentful is a cloud-based “headless” CMS. Being headless means that the back-end of the platform you use to publish, edit, and manage content is not directly connected to the front-end of your live website.
Your content is managed and stored in one central hub, hosted within the cloud, and this is the back-end of your platform (also known as the “body”). APIs are then used to take your content from the back-end and present it in website form.
A headless CMS gives you a high level of flexibility and customisation with your website’s front-end. These same APIs allow you to publish your content in different formats in different channels as well, facilitating a multi-channel approach to marketing.
This makes Contentful a flexible platform that can meet a range of different content requirements, but it is admittedly more complicated than the traditional approach to website management.
WordPress
WordPress is a traditional CMS that provides a more straightforward approach to managing your website. You can use WordPress to build sophisticated, dynamic sites with a simple, user-friendly set of tools.
While most businesses use WordPress in the traditional way, the platform can be leveraged with a headless approach as well, allowing it to match the scalability and multi-channel capabilities of solutions like Contentful.
WordPress gives you the flexibility to choose how you’d like to develop your website, based on the complexity and size of the project, and the objectives you’re trying to achieve. In the likely case that you’re working with a web design and development agency, that can all be handled for you by your partner.
The Scalability of Each Platform
Your business will grow and evolve over time, so you need a platform that can quickly and easily scale up with new features and functionality. You also need to ensure the platform can handle high volumes of traffic and maintain performance as your audience grows. That’s why scalability is one of the most important aspects to consider when choosing a CMS.
How Scalable is Contentful?
One of the main benefits of a headless CMS is that the infrastructure allows you to grow your digital presence rapidly, on a large scale.
The back-end offers easy customisation, and the cloud-based nature of the platform allows you to scale up dynamically whenever you need to.
Its multi-channel capabilities also inherently promote the idea of developing your content in different formats at a larger scale, while always maintaining consistency. This enables you to produce individual pieces of content once and easily repurpose them across different channels a number of times, saving valuable time and resources.
This can all be done without any concerns over technical issues like server capacity or network bandwidth, because the platform is delivered in a software-as-a-service (SaaS) model.
How Scalable is WordPress?
WordPress is a highly scalable platform in its own right, currently used to power the websites of some of the largest and most successful businesses in the world.
The platform is agile and scalable enough to grow seamlessly alongside your business and adapt to your changing requirements, whichever way you decide to use it.
As mentioned earlier, taking the headless approach with WordPress can provide the same enhanced scalability and pervasive multi-channel capabilities as Contentful, if you require those aspects from your CMS. This can also deliver benefits with speed of development and time-to-market, saving you valuable costs with your agency partner.
Expanding your WordPress site with the more traditional approach is made even easier than most other CMSs as well, thanks to the platform’s unique block-based editor. This is a method of building websites that provides great benefits in the areas of flexibility, efficiency, and ease-of-use.
WordPress also allows you to continually enhance your site with new features and functionality through bespoke development, with almost no limitations on what can be achieved.
Ease-of-Use
Like all technology, some tools are more approachable for the majority of users, while others will require some existing skills. This makes ease-of-use a key part of your criteria when selecting a platform to manage your website. You’ll be using it almost every day, after all, so you need to be comfortable with it.
How Easy is Contentful to Use?
While Contentful being solely a headless CMS does have its advantages, such as scalability and customisation, this approach also creates some challenges for the average user.
For example, adding content to Contentful can be difficult because it doesn’t provide you with a way to preview how your content will look in the front-end of the website.
Contentful doesn’t have a simple editing interface on the front-end, so there’s a much higher risk of error with this platform than with most others.
Granted, Contentful’s user interface (UI) is well structured and intuitive, but it’s also known for being more difficult for non-technical users than platforms like WordPress.
Handling the API rules is also complicated without the help of an experienced web development team. If you’re working with an agency, you may end up calling on them regularly for tasks that you could likely handle yourself in other CMSs.
How Easy is WordPress to Use?
Conversely, WordPress is renowned for its simplicity and ease-of-use. Even if you don’t have any existing knowledge of coding or content management, WordPress is very approachable and easy to learn.
When you first get started with WordPress, virtually everything you need to set up and manage your website will be readily available within the platform.
Publishing, managing, and editing in WordPress are all quick and convenient, thanks to an intuitive back-end that provides you with everything you need to build out a content-rich website.
Thanks to this ease-of-use, most of the people within your team will be able to use WordPress, allowing you to share the responsibility of the daily management and running of your site.
It is worth noting that taking a headless approach with WordPress does also require experienced web developers to be able to manage the platform though.
Security
Security should always be a top priority with any software you introduce into your business. If you’re considering a CMS that seems like it could be unable to provide the enterprise-grade security you need, it’s wise to continue looking for more reliable alternatives.
How Secure is Contentful?
As a cloud-based SaaS product, Contentful comes with useful in-built security features, including HTTPS data encryption, role-based access controls, and multi-factor authentication.
Headless CMSs also take a different approach to security compared to traditional platforms like WordPress. Its use of APIs allows you to control access to your content through a token-based authentication system, and it uses industry-standard encryption and secure storage measures to protect your data. With that in mind, Contentful should be seen as a very secure and robust platform.
How Secure is WordPress?
WordPress is a secure, platform. To find proof of this, you only need to look as far as the wealth of global enterprise businesses that have chosen WordPress as their CMS.
As with any software, though, there will always be vulnerabilities or potential risks that can arise in certain scenarios. For example, WordPress regularly releases updates to its software, and failing to test your platform upon these releases could lead to bugs or security issues creeping in. Similarly, certain plugins can create security problems if taken from the wrong sources or left untested for too long.
Finding an experienced agency partner you can depend on is usually a wise move to reinforce the security of your website. That partner will also be able to support you with important related services like hosting, maintenance, and ongoing optimisation.
Cost and TCO
Your CMS also needs to deliver good value for money and a low total cost of ownership (TCO).
To understand your long-term TCO, you’ll need to take into account things like license fees, hosting costs, maintenance, bespoke development with your agency, and more.
Contentful’s Initial Costs and Ongoing Investment
Contentful has basic and premium pricing plans for businesses, although you can use the platform for free to see if it’s a good fit first.
The basic plan starts at around £250 per month and supports up to twenty users, so it’s only suitable for small businesses. The premium plan is priced based on the resources you’ll use, such as number of users, API requests, and storage. You can usually expect this to start at around £450 per month.
However, as mentioned earlier, most businesses will require a lot of support from an agency to get the platform set up in both the back-end and front-end. You’ll likely need ongoing work from an agency to ensure you can use the platform to its full potential as well, which won’t come cheap.
All these things tend to add up to a high TCO over time, making Contentful less cost-efficient than some of the other CMSs around today.
WordPress’s Low TCO
WordPress is one of those solutions that is far more cost-efficient than Contentful, with a much more reasonable TCO.
Its software is open-source and the platform free to use. This means your initial costs are limited to just hosting, agency fees, and any other support you may need once your site is live. Plugins and extensions of the platform are licensed and paid for separately.
As WordPress is such an intuitive and easy-to-use platform, it’s also affordable to run it and manage it, even if you do use an agency to handle that for you. This includes any bespoke development or customisation requirements you may have, which experienced agencies can often deliver with a very fast time-to-market as well.
Which Platform is Right for You?
Both these CMSs will enable you to build sophisticated, high-performance websites that will support your business goals and allow you to gain an edge over your competition.
As you’ve seen throughout this comparison article, they each have their strengths and weaknesses, as do all the other CMSs available today. That means you need to base your decision on which one is the best fit for your specific business.
For example, a headless CMS, whether that’s Contentful or WordPress, may be too complex in many cases. But if you’re looking to execute a holistic multi-channel marketing strategy, it might be the right choice for you.
In the early stages of your evaluation process, it’s crucial to carefully consider your own unique requirements, objectives, budget, resources, agency relationships, and various other factors.
In order to make the right decision between two CMSs, you need to understand which one will be more suitable to deliver on your needs and expectations, both in the immediate term and for years to come.
Still not convinced? Discover five key benefits of WordPress’s industry-leading scalability in our related article here.
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Announcement
24 March, 2020
SoBold’s response to COVID-19
In response to COVID-19, we’ve put in place a number of measures at SoBold to make sure we can continue to provide our services to our clients around the world as well as do what we can to help contain the spread of the virus.
It’s helpful to reflect on the fact that we offer a service whereby the performance and outcome of work produced will not be affected at all.
We’ve moved to full-time remote work
SoBold has decided to close our office in London and have our employees work remotely until further notice.
We’re doing this in an effort to help prevent the spread of the virus because, while most SoBold employees are healthy and not in the high-risk category, we appreciate that is not the case for all of those around us, or in the wider community we live in.
We have a responsibility towards these people, including others who work in our building and those we come into contact with during each others’ daily commute.
We’ve set up enhanced support for remote work
We don’t believe it’ll cause much disruption to the rest of the team and business.
Most of our clients, for example, will be familiar with remote meetings; we regularly host virtual meetings between clients and SoBold.
All team members have access to reliable remote conferencing and workflow tools, so they can speak to anyone either within SoBold or outside of the organisation, whenever they need or want to.
This means we can continue to frictionlessly share and work collaboratively cross-functionally, with the ultimate goal of always delighting our clients and partners.
Free support to those directly affected by the closure of their businesses
We want to give back and help businesses and individuals that have been so badly damaged by the closure of their shopfronts, gyms, restaurants and other businesses in the hospitality industry.
We are offering free website help to these businesses during these tough times.
If you would like to get in touch with a team member about this, please email hello@soboldltd.com
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Digital Business
2 March, 2023
Harnessing Your New Website’s Full Potential by Taking a Block-Based Approach With WordPress
Did you know you can use a block-based approach with your WordPress website to gain more value from the platform, with significant advantages in flexibility, scalability, and ease-of-use?
In this article, we’ll explain what blocks are, how they work, and how you can use them to build enterprise-grade websites quickly and efficiently, without compromising on quality.
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WordPress is the most popular content management system (CMS) in the world right now, and it has been for a while. Unfortunately, though, some people still have the wrong impression that it is a CMS that can only be used to build more simple websites that do not have any real complex functionality or integrations, but this couldn’t be further from the truth.
In fact, WordPress is far more intuitive and robust than most realise. The fact that around 45% of all websites online today are built on the platform goes a long way to prove that. WordPress also provides more scalable, agile capabilities that are perfectly suited to building enterprise-grade websites if leveraged in the right way.
There are intelligent – but still very straightforward – ways to use WordPress that can unlock more value from the CMS. If done with the right guidance, this can make WordPress a far better option than the more traditional, rigid approach of building websites.
This is an opportunity most large businesses are currently missing out on. In this article, we’ll show you how using blocks is a more flexible approach that can provide you with a wealth of benefits.
Understanding How Using Blocks In Your Website Backend works
In 2018, WordPress released a new block-based design and editing user interface (UI), known as Gutenberg. Instead of the typical page creation and editing functionality of a CMS, where you’d input text and images into a rich text editor, you can now build your site by creating and using a set of components. Components are blocks of code which have pre-defined style and input types.
Each component is named, to denote what it is from the perspective of the front-end of your site on the web page.
Note: Some agencies only provide a list of block names, but here at SoBold we also provide screenshots of each block so you can see it first. This makes the process much easier and saves you a great deal of time.
Each part of each web page is made up of these components, as pictured below.

However, taking a bespoke approach, you can design and construct unique blocks that are entirely your own. Blocks or components can be built for you by your agency so they’re bespoke to you, your style guidelines, your design preferences, and so on. And, when building your site, you can go into your pre-built components and edit things, like changing background colours, adding images, adding text, and so on.

This can be set up for you by your agency, so you have everything you need to create, edit, and publish new pages with your pre-built blocks. Anytime you need to create a new page, you just have to pick the appropriate components and place them in the correct position to quickly and easily build the page.
The Business Benefits of Using a Component-Based Approach
Scalability
Scalability is one of the greatest benefits of using these blocks, especially if you are wanting to continue to build out your sitemap and build out the content.
This scalability is where WordPress really shines, enabling simple, rapid, virtually limitless scaling of your website with a high level of accuracy. This is a cost-effective way of growing without having to compromise on the quality of your design.
Flexibility
Blocks provide you with a great deal of flexibility in building, editing, and structuring of pages as well. The ability to customise all your components, along with the intuitive drag and drop functionality, allows you to effortlessly adapt and expand on your website.
Efficiency
Building components, and repurposing them repeatedly across your website, is a highly efficient way of growing your site. It also makes it very difficult to make mistakes or take a wrong turn.
This efficiency of reusing blocks across your website will free up time for you to develop innovative new features, or focus on improving the service and experience you provide your clients.
Ease-of-Use
If you have non-technical members of your team who would benefit from using WordPress, blocks will almost certainly improve the usability of the CMS for those people.
An easier design and editing function helps more members of your team create web pages within clear, pre-set brand guidelines. That’s another aspect that frees up more time and resources to focus on higher value tasks.
If you’re working with a design and development agency, this also makes it much easier for them to be able to train you and enable you to use the platform to manage your site.
Faster Time-to-Market
All this efficiency and ease-of-use will enable you to achieve a faster time-to-market for new web pages, extensions of your site, or even entirely new websites.
That can, in turn, create competitive advantages for your business, particularly if your competitors are working with CMSs that are slower and harder to use.
Whether it’s you or your agency handling this, you can create and publish new web pages quicker than you could with any other approach.
Lower Costs and TCO
As a result of all of the above, you can reduce costs on development and design, and achieve a much better total cost of ownership (TCO) with the WordPress platform.
Something that takes an inexperienced agency days to complete with the classic design approach can be done in hours using bespoke blocks. This drastically reduces development costs and gives you a lower TCO in the long-term.
The Importance of Finding a Capable Agency Partner
As mentioned earlier, bespoke blocks provide you with a proven way to unlock more potential with WordPress and gain greater value from the platform. However, in order to do that, it’s important to find the right agency partner. You’ll need an agency with enterprise-grade expertise and a certain level of skill to guide and support you through this process.
Taking this approach to building WordPress websites is nothing new, but the real value here comes in creating blocks that are completely unique and specific to you, then enabling your team to use those to scale your site.
Many WordPress agencies may lean on the generic block editor. But to get this right, you should push beyond that to find a partner who can educate you on the opportunities of using a bespoke design system to build a high-performance website that’s effortless to manage and edit.
A great partner will also facilitate this for you in a way that ensures you have control, removing the risk of any users making mistakes with the flexibility of this system. You won’t need to worry about the integrity or quality of your site being spoiled because all your components will be built specifically to prevent that.
You’ll gain tremendous value from receiving an intuitive, quality website that you can easily grow at will, but one that’s also managed and supported by an experienced partner. Sticking to these blocks helps you stay within brand guidelines, adhere to best practices, and keep your site consistent.
You then have the choice to manage, edit, and expand your site yourself, or rely on your partner to do it for you quicker, easier, and more efficiently than they would with a traditional CMS.
Making the Most of Your WordPress Platform
Modern businesses today require a powerful, sophisticated CMS that can deliver great websites at scale with enterprise-grade performance. WordPress is a platform that’s built to provide all those qualities and more. Embracing this block-based approach is the most effective and efficient way to achieve that.
With a skilled agency partner to help you maximise the value your business gains from the platform, you’ll quickly realise just how well WordPress can deliver agile, intuitive websites.
If you’re in the process of evaluating platforms to deliver a bespoke web development project, check our comprehensive guide to assessing and selecting the right CMS here
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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.