Website Design For Financial Services

Banker Financial

Upscaling the brand

With over a decade of experience, Banker Financial Consulting, LLC is an independent strategic and financial consultant offering a range of services and guidance to start-up companies as well as small businesses experiencing high growth, expanding into new business segments, or are in need of change. Our challenge was to develop a site that best reflected Sona’s success while striking a balance between high-end corporate with a personalized boutique-feel.

Finding a voice

phase 1

Understanding the upgrade

As a previous client, our kickoff focused on how Sona was looking to advance her brand image and presence with potential clients.

Who is Sona

With the voice being pivotal in this brand upgrade, we scheduled a followup interview after the kickoff.

Creative that connects

To proceed with creative we developed a client brief as well as overall content strategy for her to sign off on.

Branding with a personal touch

phase 2
We chose a bold serif font for its legible yet versatile design to elevate the brand identity.





Warm rich tones frame up the imagery and content while adding to the clean, crisp corporate feel of the site.



To avoid resembling content heavy financial sites, we chose a bold serif font for the headlines paired with a clean sans-serif for the paragraph content that allows for more clarity in the overall layout.


phase 3
To capture the quintessential client voice, we kept a more professional tone while also conveying her passion for her profession.

Image Selection

phase 4

Showing the Story

Visuals represent client’s personal values

Use of iconic imagery ties into the wealth of financial services.

Emotional contrast

Combination of corporate & personal imagery

Soft tones

Helps frame up evocative visuals

Prep for launch

phase 5
Personalized imagery
Evokes a warm, welcoming feel
Authoritative experience
Establishes client as a leader within the industry
Informative style
Developed educational industry-specific content to engage potential clients
Latest results
Up-to-date content keeps the brand relevant
Client showcase
Further establishes wide-range of financial capabilities
Call to action
Incentivizes potential clients to take that next step
Global form
Simplified form eliminates drop off

Responsive design and development for tablets and phones

Deployment of the WordPress CMS built for easy content and image editing

Integrated SEO module that includes Google Analytics & XML Sitemap

Up and running time

phase 6

Once the site is built and client approved, we begin the development stage. This includes a comprehensive Q&A as well as beta testing. To ensure a smooth transition, we provide a video walkthrough to help clients manage the backend and any content updates.

“A huge thanks to you and the entire team – you all did an amazing job!” Sona Banker

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