Financial services website development
A mortgage, lending or insurance website carries more than marketing pages: rates, broker profiles, calculators, consent and a CRM that holds the real records. We build and look after WordPress websites that keep all of it accurate, fast and in both languages.
- Broker and office records from your CRM
- Rates and calculators that stay current
- English and French, each found in search
- Fast pages on lean, secure hosting
Six things that shape a financial services website
The tools are the ones we use for every client. These six decide how a financial services project is planned, from the first written questions to the years of support.
Data that lives somewhere else
Brokers, offices and rates are kept in a CRM. The website shows them, so it has to follow every change without anyone copying it by hand.
Buyers looking close to home
Most visitors want a broker or an office near them. Location search and regional pages decide whether they find one.
Numbers people act on
Rates and calculators feed real decisions. They have to be current, clear and quick on a phone.
Consent and privacy
Analytics and lead forms fall under privacy law, including Québec’s Law 25, so consent is managed on every page.
Several brands, one team
Groups often run more than one brand. Each needs its own look, voice and audience, and a team that knows them all.
Changes on a live site
A busy financial site cannot go dark for a redesign. Improvements have to reach it safely, often, and without breaking what works.
What a financial services website needs
Each piece is built so your marketing team keeps it current, and a developer is needed only for new features.
How a project runs, phase by phase- Broker and office search. A search on a map, so a buyer finds the brokers closest to them, with profiles that come from your CRM.
- A two-way CRM link. Records come in from the CRM, and leads from the site’s forms go straight back into it, so nobody types anything twice. Integrations
- Rates and calculators. Rate blocks that show current rates from your systems, cached so pages stay fast, and calculators kept working through every change.
- A page for every region. Regional pages that list their local brokers, each found in search in English and French.
- Pages your team builds. Blocks with the brand’s design, so marketing builds and updates pages on its own. Custom blocks
- English and French. Both languages linked page to page, each with its own keywords. Bilingual platforms
- Consent and tracking. Each brand with its own analytics and consent management.
- Speed and hosting. Hosting tuned and kept updated and secure, so pages stay fast as traffic grows.
- Structured data. Schema.org markup that describes the organization, its offices and its services to search engines.
Five mortgage brands, four years
From 2021 to 2025 we took over the websites of a Canadian group of five mortgage brands from a US agency, then kept developing them. The work covered all five brands, so each one got these results.
- page load, down from 16 seconds
- <1s
- servers instead of 12
- 2
- to deploy a release, down from 15 minutes
- 27s
- requests handled over four years, with the same senior lead
- 1,200+
Where the same work applies
Banks, credit unions, insurers, lenders and wealth managers need much the same website: directories, product and rate data, calculators, consent, two languages and a CRM that holds the records.
Our delivered work is in mortgage brokerage. We have not published work for a bank, an insurer or a credit union, and we will not imply otherwise.
What carries over is the engineering: connecting a website to the systems behind it, and improving a busy site while it stays live.
Directories Brokers, branches and advisors Data Rates and products from your systems Tools Calculators and quote forms Languages English and French, kept in step Privacy Consent, Law 25, data in Canada After launch Updates, security, new features
Planning a change to your website?
A redesign, a CRM link or a site inherited from another agency. Send us what you have, however early. We reply in writing with how we would approach it and where the risk sits, before any quote.
Tell us about your projectThe work behind these numbers
Each brand had its own audience and features, so each has its own case study.
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Taking over five mortgage brands from a US agency
The M3 Tech group’s five mortgage brands, taken over from a US agency at a lower cost, then developed for four years.
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Enterprise platform for a national mortgage network
Broker search across Canada, brand blocks and bilingual SEO for Mortgage Alliance, one of the M3 Tech group’s five brands.
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Broker search fed by the CRM for a national brokerage
A location finder and broker search that follow the group’s CRM, so Invis buyers find a broker near them.
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A national broker network and its French brand
Blocks with their own editing screens, a redesigned front end and 200+ translated strings for Mortgage Intelligence and its French brand.
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A French-language mortgage brand for Québec
Mortgage terms in proper French, its own design and a French keyword strategy for Intelligence Hypothécaire.
Guides for a website change
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Strategy
How to Write a Website Redesign RFP
An RFP is a filter. Publish the budget, give the content and document volumes, separate mandatory from rated criteria, state the contract terms, and never request speculative design.
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Technology
How to Migrate Thousands of Documents Without Losing Search Visibility
Page migrations get planned. Document migrations get discovered. Inventory, triage, URL strategy and reconciliation, for the nine thousand PDFs nobody budgeted for.
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Strategy
8 Signs You Need a Website Redesign, and 3 Signs You Don’t
A redesign is a large, disruptive instrument. Eight signals that say rebuild, three that say do something cheaper, and the five measurements that tell you which situation you are in.
Questions from financial services teams
Can the website use data from our CRM?
Yes. Broker, office and rate data can come in from your CRM, and leads from the site’s forms can go back into it. We start by reading what your CRM can share and how often the data changes.
Have you worked for banks or insurers?
Not yet. Our delivered work is in mortgage brokerage. A bank or an insurer needs much the same website, and we will tell you plainly which parts would be new to us.
Can you take over a site from another agency?
Yes. That is how our longest financial services engagement began: we took the sites over from a US agency, documented them, then kept improving them for four years.
How do you handle consent and privacy?
Consent management is set up for analytics and tracking, and we document where form data goes. That record helps with Law 25 and with your own privacy review.
Can you deliver in English and French?
Yes. Both languages are planned together, linked page to page, and each gets its own keywords so it is found in its own market. You can write to us in either language.
What happens after launch?
The studio that built the site keeps looking after it: updates, security patches and new development. Training and documentation are delivered before launch, so your team handles routine changes on its own.