SKT Consulting Pro - Financial Services WordPress Theme

A financial services WordPress theme is designed and developed for financial institutions.

Financial institutions can include banks and businesses dealing in financial services. Tax consultants and financial advisors can also opt for this type of website template.

This kind of conversion focused template will help attract clients and customers. Because they feel trustworthy after seeing a complete website.

They will feel confident in clicking on the call to action buttons and filling lead forms and also connecting with the company.

Some of the key features of the Financial Services WordPress theme are explained:

Online loan and account opening

Online loans can be provided to the needy and eligible candidates. So for account opening and for availing loans this template can help companies market their website to borrowers.

And for lenders they can ask for documents to be uploaded online so that the verification can be done.

This financial services WordPress theme provides compatibility with various forms for having upload options and loan application options.

Online calculators

Several online calculators can be kept in order to calculate variety of things.

Like if the person is availing a loan and at a rate of interest then how much will be his EMI for 15 years or 20 years.

Then similarly mortgage loan calculators can be calculated.

How much finance is available for a car or vehicle and how much downpayment needs to be provided?

These kind of questions can be answered with the help of online calculators.

Integration with external verifications

This financial services WordPress theme can be integrated with several APIs. These APIs help you to integrate with external verification agencies for personal verifications.

These verifications are automated and help reduce manual work and increase trust and reliability for the company.

Also, the process of verification becomes hassle free and the customer knows he does not need to wait for anyone.

Automated verifications need to be completed from his side and he does not need to wait for someone else to complete this.

Online quotations

Online quotes can be given in this financial services WordPress theme.

This can be provided on the client portal or directly emailed to the customer.

The customer’s details are taken using lead forms and then those online quotations can be shown in a client portal or they can be shared via email directly.

These online quotations will reduce the hassle to explain major things by the sales person and the expectations of the clients are also set up.

So it becomes easier to close a deal.

Online payment system

Online payments provide hassle free options for customers to pay insurance premium or mortgage EMI etc.

With a specialized Banking WordPress Theme, financial institutions can offer a secure and user-friendly online payment experience. Depending on the financial institution using the website, they can integrate WooCommerce to collect both recurring and one-time payments online. This ensures seamless transactions for banking services, loans, and other financial products while maintaining security and compliance with industry standards.

Chat support

Chat support will help customers reach out to the company at any point of time.

Also they can ask about their application processed or rejected or their status of application via chat.

Chat support also reduces frustration of customers if they are reaching out to the company after office hours the chat will help them with FAQs and the office timings.

Chat support is also helpful in giving real time insights and tips as well as quick resolution to problems.

Privacy

Privacy of such websites is very important.

The financial services WordPress theme is compatible with cookie consent plugins.

It is also compatible with GDPR, CCNA and other privacy laws. All the consent will be taken before the visitor finalizes what he/she wants to share.

Also SSL compatibility is also given for this template. Anti spam and security plugins are also compatible.

Contact information

Contact information with all the details of all departments is provided. So that a customer can directly reach the billing or the sales department depending on their requirement and stage of progress for a loan.

They can also contact the operator and can be shifted to the correct department in case they are unsure.

Also, the company location with Google Maps will be provided.

Advanced analytics

The financial services WordPress theme is compatible with advanced analytics like clarity, heatmap, GA4 and other kinds of analytics.

This is important for such website since the admin should know customers are clicking on which navigation more for their requests so that the call to action can be decided later on.

Site search

A robust site search has been provided so that customers can easily search for the relevant pages and information with regards to their mortgage or loan.

Since the interest rates and penalty are written in the fine print and are often not studied while signing up. Later on, these things should be easily searchable via the website.

Security

Security wise the template is compatible with security plugins and also compatible with Cloudflare for mitigating DDOS attacks. Privacy compliance and SSL compliance is also provided.

User experience

User experience is also important in such consultation websites. This financial services WordPress theme has a nice navigation design on top. And can also set up a mega menu on top to facilitate easy navigation for users and visitors.

Multi-Language & RTL Support

Expand client reach with multilingual compatibility. RTL support for Arabic, Hebrew, and more languages.

Who Can Use a Financial Services WordPress Theme?

Investment Firms & Wealth Managers

They can use this to display portfolios and investment strategies.

Tax Advisors & Accountants

They can offer tax filing and accounting services using this financial services WordPress template.

Banks & Loan Providers

They can promote loan products and financial tools using this template.

Insurance Agencies

They can highlight policies and client benefits.

Financial Bloggers & Educators

They can share insights and expert analysis.

Benefits of Using a Financial Services WordPress Theme

• Establish credibility with a professional website.
• Attract and convert more leads with optimized forms.
• Showcase services, case studies, and client success stories.
• Boost online presence with SEO-friendly features.
• Easily manage and update content with a user-friendly interface.

Final Thoughts

The financial services WordPress theme can be used for financial planners or loan providers. It is a good premium website template to provide financial consultancy and loan. Mortgage options can be discussed with the client and then as per their requirements and EMI requirements with respect to years and monthly payment the option can be selected.

This is a professional site template for these wealth managers and investment firms.