There comes a time when every financial institution needs to make changes to its website. In many cases, this involves a full redesign, which comes with many considerations. If it’s been a long time since you have gone through the redesign process, you likely aren’t sure what is important for a new site to include. At forbinfi, we specialize in creating newly designed websites for banks and credit unions built around user experience to help drive conversions. So, what should your newly designed website include? Check out our checklist to learn more. 

Bank & Credit Union Redesign Checklist: Must-Haves 

  • Easy-to-Use CMS – Make sure your new website’s content management system (CMS) will allow you to make updates when needed without reaching out to a third party. 
  • Mobile-Responsive Design – Make sure your website properly scales and stacks to match the device your users are browsing on. 
  • Security – Your customers trust you with their money, so having a secure website equipped with an SSL certificate is a critical need. 
  • ADA Compliance – Your website is a digital branch, and it needs to be as accessible to users with disabilities as your brick and mortar branch offices. Make sure your website adheres to Web Content Accessibility Guidelines (WCAG) established by the Americans with Disabilities Act.  
  • Site Speed – Most users will access your website via their mobile device. Ensuring fast load times is essential to keeping them engaged and helping your organic search rankings.  
  • Ability to Integrate with Third Parties – Many banks and credit unions have third party partnerships. Your new website should be able to integrate seamlessly with those partners to keep them featured for your customers. 

Bank & Credit Union Redesign Checklist: Optional Enhancements 

  • Chat Assistance – Many customers prefer to interact with a chat feature rather than call a branch. A chat can be a great option to connect with your customers, but should only be added to your website if you have the capabilities to keep it staffed to meet user demand. 
  • Tool Integrations – The more functionality you give your users on a website, the less likely they are to simply log into their online banking profile after getting to your home page. From online account opening, to completing a digital loan application, your users will appreciate the more tools you give them. 
  • Blog – A blog gives you the opportunity to create unique, keyword-focused content for your users. Writing regular blog posts is also a great way to drive organic search traffic to your site from searches performed on a search engine. 
  • MFA Login – Protect access to your bank’s CMS by enabling multi-factor authentication, which requires any user attempting to log into your CMS to confirm their identity before completing the login process. 

The team at forbinfi is ready to work with you to design a new website for your financial institution. 

Schedule a Consultation! 

Need a helping hand? 

Whether you’re a team of one who also is the lender or teller at the bank OR you have a marketing team of two or ten, forbinfi can help in any capacity to build your brand. Contact us today to discuss your marketing, strategy, branding, website or IT needs!  

Creative & Brand Development 

  • Logo & Brand Guide Creation 

  • Rebranding – phases from start to finish 

  • Strategic Marketing Campaigns 

  • Public Relations 

Website Development 

Everything listed above for website must-haves and trends, we can do! 

  • Easy-to-Use CMS 

  • Mobile-Responsive Design 

  • Custom Content & Design 

  • WCAG Compliance & Security 

Digital Marketing 

  • Blogging  

  • Email Marketing 

  • Search Engine Marketing (SEM) 

  • Search Engine Optimization (SEO) 

  • Social Media Marketing 

  • Reputation Management 

  • Video & Podcast Creation 

Print Marketing 

  • Target Marketing & Direct Mail Campaigns 

  • Postcards 

  • Flyers 

  • Brochures 

  • Pop Up Banners 

  • Custom Branding Products 

Managed IT Services 

  • Managed IT Services 

  • Disaster Recovery 

  • IT Compliance 

Training & Coaching 

We can provide education and coaching on topics that include: 

  • Implementing user experience for your website 

  • Financial marketing trends & maximizing budgets 

  • Security & compliance 

  • DEI programs 

  • Emerging leader development 

  • Teaching sales and service strategies