Communicating credibility through design

Brand strategy & web development for financial services firms

Financial services firms need brands and digital experiences that communicate trust, professionalism, and credibility. At Social Design House, we help banks, investment firms, and financial advisors stand out through brand strategy, web design, and marketing that builds client confidence and drives engagement.

Services / Services /

Brand Strategy

Every project should begin with a clear roadmap that outlines your direction and invites others to join in.

  • Stakeholder & Team Alignment
  • Messaging Development
  • Brand Storytelling
  • Copywriting
  • Brand Roll-Out Strategy

Identity Design

Putting pen to paper, this is when your brand strategy comes to life. From sketches to signage, every detail matters.

  • Logo Development
  • Typography & Color Palette Exploration
  • Branding Guidelines
  • Collateral & Merchandise
  • Icon & Illustration

Web Design & Development

The importance of your website – often the front door to your business – can’t be understated.

  • Site & Content Mapping
  • UX/UI Design
  • Front & Back-End Development
  • Accessibility & Performance Optimization
  • Third-Party Integrations

Digital Marketing

With a refreshed brand and new website, it’s time to analyze, iterate, and build on your new foundation.

  • Marketing Automation
  • Search Engine Optimization
  • Analytics & Reporting
  • SEM & PPC Advertising
  • Conversion Rate Optimization

Experience Integrating the Most Powerful Tools

From CRM to API and CMS to KPI, we’ve seen just about everything in terms of processes and integrations. Whether you’re choosing a platform for lead generation or need a custom-coded client portal solution, we will guide your project through planning, execution, and any necessary training of these tools on your new website.

Certified Pros

HubSpot Solutions Partner ProgramOfficial Webflow Partner

Turning Industry Challenges into Creative Solutions

Establish Trust Through Branding

We create brand identities that convey expertise, stability, and professionalism to clients and investors.

Design Visuals That Reflect Expertise

Our designs visually communicate authority, reliability, and attention to detail.

Build Websites That Guide Clients

We develop websites that make services, portfolios, and processes easy to understand and engage with.

Communicate Complex Financial Concepts Clearly

We translate complex products and services into accessible messaging for clients and prospects.

Increase Reach with Targeted Digital Marketing

Our strategies improve visibility and attract qualified leads through SEO, content, and campaigns.

Support Growth with Scalable Digital Systems

We design systems that maintain brand consistency and adapt as your firm expands services and client base.

Common Questions

What types of financial firms do you work with?


Banks, investment firms, advisory services, and fintech companies.

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How do you approach branding for financial services?


We focus on trust, credibility, and differentiation to communicate expertise effectively.

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Can you design websites with secure client portals?


Yes, we can integrate client portals, account dashboards, and secure forms.

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What makes a great financial services website?


It communicates expertise, simplifies complex offerings, and builds client confidence.

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How long does a typical project take?


Depending on scope, most projects take several weeks to a few months.

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Do you offer ongoing website support after launch?


Yes, we provide post-launch maintenance and support to ensure your website continues performing at a high level.

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How do you attract clients online?


Through SEO, content, and campaigns that position your firm as credible and trustworthy.

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Can you redesign an existing brand or website?


Yes, we refresh brands and digital experiences while maintaining compliance and continuity.

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Do you work with both local and national financial firms?


Yes, we adapt strategies to fit firms of all sizes and markets.

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How do I start a project with your team?


Submit a quote request form to schedule a conversation and explore how Social Design House can help your company.

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Let’s build something amazing. Together.
Get a Quote
Chelsea Pagliuca
Amanda Mangiarelli
Taylor Foxx
Ben Visser
Jesse Shoffstall
Adam Phillips

The Go-To Creative Agency for Financial Services

At Social Design House, we help financial services firms build credibility, communicate offerings clearly, and create digital experiences that attract clients. For over 15 years, we’ve designed websites, brand systems, and marketing strategies that establish trust and drive measurable growth.