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
A financial services website frequently collects sensitive information through loan application or advisory enquiry forms, which raises the security and data handling bar for the platform beyond what a typical brochure site needs.
What the platform needs to support
- Secure form handling with appropriate encryption for any sensitive data collected.
- Easy management of disclosure documents and their required updates.
- Reliable uptime, since a financial services site going down during a promotional period has real business cost.
- Calculator or illustrative tool integration, built or embedded reliably.
WordPress with appropriate security hardening
A well-maintained WordPress site with proper security plugins and hosting can work for many advisory firms and smaller NBFCs, provided security updates are taken seriously given the sensitivity of data involved.
A beautiful financial services website that mishandles a customer's sensitive data is a far bigger problem than a plain one that handles it correctly.
For regulated lending platforms with application flows
A custom-built application flow, properly integrated with underwriting and compliance systems, is usually necessary once a business moves beyond simple enquiry capture into actual online loan or policy application processing.
The takeaway
Prioritise security and data handling capability in the platform choice — financial services websites often collect sensitive personal and financial information through forms.
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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