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These companies include mortgage brokers, insurance agents and financial advisors. As a financial services provider, it is vital that you understand the advertising regulations that are in place for your industry. When possible, use your web site as an opportunity to educate prospective customers sufficiently so that they recognize the need to contact you.

Design
A professional web site design goes a long way toward giving credibility to your business. Being approachable is also important.
  • In the text, talk to your web site visitors in a conversational way.
  • Put photos of people on your web site so that visitors "see themselves" as prospective customers. You want them to know immediately that your service is for them.

Features
A variety of web-based tools are available to support customers and providers in the financial services industry.
  • Some businesses choose to use online tools like mortgage calculators, loan applications, insurance quote systems and others.
  • Other clients prefer a personal approach, where the web site is used for advertising only, and visitors are encouraged to call in.

Marketing
This is a highly competitive industry.
  • Search engine marketing works well for some.
  • Others rely on non-Internet advertising and referrals.


 



Financial Services Sites
Omnivest 
Optimum Mortgage 
Preferred Benefits 
Windsor Financial