Financial Services Website With Secure Enquiry Flow

Financial services websites have an unusual constraint: most of the content is regulated, and a small number of pages carry the most legal risk. Those pages are usually written last and reviewed least.

The build started by identifying which pages were regulated and what each one was required to say, because that determines the structure. Product information was separated from promotional content so a wording change to one cannot silently alter the meaning of the other. Every regulated page is versioned and dated on the page itself.

The enquiry flow collects the minimum needed to open a conversation and sends it to a queue the client already used. Nothing is stored on the site, no document is uploaded, and the confirmation tells the customer what happens next and when. Those three decisions remove most of what a phishing attempt would want.

Provider APIs for product data were connected rather than transcribed, so a rate change reaches the page without anyone remembering to update it.

Security testing covered the enquiry path, the forms and the third-party scripts, because that is where a financial site actually gets compromised.

Handover included the review chain, so the next person to change a regulated page knows it needs sign-off and from whom.