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Website plugins for financial advisers

Posted:
July 1st, 2022
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Website plugins – you’ve probably heard of them but are too busy solving mortgage queries or inheritance tax planning to know much about them. Take a minute to read about website plugins now and the different plugins available that financial service providers should have on their site. They can increase engagement, consumer confidence and conversion rates!  

What is a website plugin? 

Website plugins are additional pieces of software that can be installed into a website development to offer more functionality. Some website plugins are available as free downloads via your Content Management System (CMS), while others may need to be paid for or even made bespoke for your website by skilled web or software developers.

Examples of finance website plugins 

Some common examples of website plugins are: 

  1. A live chat feature so you can provide a level of customer service 24/7 and save time for your staff 
  2. Social media feeds so website visitors are aware of your social media channels and recent updates and news posted there 
  3. Live currency conversion tables, which may be relevant to some of your financial services 
  4. Online financial calculators, such as a mortgage calculator that gives visitors details on their projected mortgage repayments 
  5. Mortgage best buy tables to provide relevant information from the market 

Why you need website plugins 

Website plugins provide many benefits to a financial services website. They usually provide an element of interactive engagement and clarity on specific products and services, such as a mortgage or mortgage advice.  

When most people look for financial services, they require clear information to maintain confidence in the service. Plugins that provide calculators, customer service and live data make it easy for the website visitor to understand information compared to blocks of text. They grasp information quickly before being put off.  

Each individual plugin will offer specific benefits, but overall, website plugins that are frequently used by financial services businesses can enhance engagement, increase consumer confidence and supercharge enquiries into services.  

How do I install plugins to my website? 

It is relatively simple to install a lot of plugins to your website via your CMS. However, even though the process behind installing pre-made plugins can be simple, it doesn’t mean you should do it alone.  

You should consider getting advice from a web developer before adding multiple plugins to your site. Adding plugins can cause issues with the layout of web pages, and adding too many or the wrong type can slow down your website and decrease visitor engagement.   

Get professional help from WEBPRO Adviser 

Contact our team for assistance installing website plugins to your existing financial services website or to enquire about plugins within new web design services. We offer pre-made website plugins that are quick to get going, and we can discuss bespoke software development to create unique website functionality.

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