Choosing a marketing agency for a financial services firm
What to ask a marketing agency before hiring them for a financial services firm, and why compliance fluency should be a hard requirement.
4 min read
Finance & insurance marketing
Website design for NBFCs and financial advisers: disclosure without clutter
How to design a financial services website that includes all required disclosures while remaining genuinely usable for a customer trying to understand a product.
Financial services websites often swing to one extreme or the other: either burying required disclosures in dense text that discourages reading, or over-simplifying to the point of omitting required detail. A better structure keeps the main page usable while making full disclosure easy to find.
A structure that works for both usability and compliance
- A clean product page explaining the offer in plain language, with a clearly linked 'full terms and disclosures' section.
- Key numbers (rate, fees, tenure) shown prominently, with a note that full terms govern.
- A single, easy-to-find compliance and registration information page, linked from the footer of every page.
Trust signals on the homepage
Registration details, years in operation and a clear statement of what the company does (and does not) offer help a cautious visitor quickly assess legitimacy before going deeper into product detail.
A financial services page that hides its disclosures is not simpler — it is riskier, for the customer and for you.
Calculators and illustrative tools
Any EMI, premium or return calculator should clearly state that results are illustrative, with the assumptions used shown, not just a final number presented as a guarantee.
The takeaway
Separate required disclosures onto a clearly linked page or expandable section rather than cramming them into the main product page — this keeps both usability and compliance intact.
Written by Fibvo — Bengaluru and Erode, India — working with clients in other time zones. Questions, or think we have it wrong? Tell us.
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