Accounting firms
Business services, engagement options, document workflows and consultation enquiries.
Direction 15 / 24
Financial websiteswith clear service terms
Visitors need to understand your service, its terms and how to make an enquiry. We develop financial company websites with dedicated offer pages, documents and consultation forms. Your team approves calculations and required disclosures; client accounts and private transactions are scoped as separate workflows.
01 / 05
Who it is for
A solution shaped around your operating model
The architecture adapts to the scale, workflows and roles of your organization.
Financial organisations
Structured products, terms, documents and appropriate departmental contacts.
FinTech and B2B services
Platform presentation, customer journeys and authorised integrations.
02 / 05
Functional architecture
What the solution can include
We define the final module set after researching goals, users and integrations.
Services and fees
Create clear product pages with comparable terms and explanations approved by your specialists.
Documents and disclosures
Organise files, versions and dates so visitors can identify and find current information.
Consultation enquiries
Capture focused enquiries by service area with useful context and minimal data collection.
Client portals
Add documents, invoices and reports as a separately scoped portal with authentication and access boundaries.
Integrations and accounting
Connect approved business systems through available APIs with error logging and synchronisation controls.
Reports and calculations
The client defines formulas, sources and assumptions; calculations are verified against agreed examples.
03 / 05
Project value
Present financial services with clear, approved information
We help visitors understand each service, its terms and the next step. Your responsible team approves financial calculations, legal wording and required disclosures. Public information and private operations are designed as separate journeys.
- 01Approved fees, formulas and explanations
- 02Current document versions and disclosures
- 03Separate journeys for public and private data
- 04Verification of permissions, integrations and calculations
04 / 05
iSoft process
From industry logic to a stable launch
- 01
Discovery
We map business goals, audiences, roles, content and external systems.
- 02
UX architecture
We design journeys, structure, prototypes and the data model.
- 03
Design and build
We create the responsive interface, features, integrations and protection.
- 04
Launch and evolve
We verify quality, train the team and plan future iterations.
FAQ
Frequently asked questions
01Can you build financial calculators?+
Yes, using agreed formulas and conditions. Your specialists provide the explanations and limitations accompanying calculated results.
02Can you integrate a banking API?+
Feasibility depends on access, agreements and the provider’s documentation. We assess integration after reviewing those conditions.
03Who approves legal information?+
Your responsible team or appointed legal adviser. We structure and publish approved material without replacing its specialist review.
04How is the project estimated?+
Public pages, portals, integrations and verification are estimated separately, allowing you to start with the right scope and plan later development.
iSoft / 15
Discuss your financial website
Outline your services, markets and content approval owners. Tell us about calculators, client accounts and APIs so we can define the public website and any private modules.