The agency for financial service providers.
Website, calculators and lead backend from a single source. So prospects turn into qualified inquiries.
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Trust first. Then data.
People who make decisions about money first check who is behind the offer. That's where most financial service websites lose prospects, at three points.
Credibility can't be verified.
No team, no partners, no registration in sight. Anyone who is supposed to entrust you with money would rather leave.
Portals intercept the search.
For finance topics, comparison portals dominate the results. Your website only shows up on page 2.
Leads come in without details.
A name and a phone number, nothing else. Your team spends its time chasing calls instead of advising.
This is where we come in. A dedicated team builds you a website that earns trust, gets found in Google and AI answers and delivers every lead straight into your own system pre-qualified.
Book an intro call
More trust. Better leads.
Three things a website for financial service providers has to deliver today. Website, calculators and backend from one team.
Calculators pre-qualify for you.
Prospects enter key figures and instantly see a non-binding estimate. After that, the form only asks for what your advisor really needs.
Leads straight into your system.
Every inquiry lands in a dedicated lead backend or in your CRM, with project, volume, source and status. So you see which page and which calculator bring in the best inquiries.
Trust at first glance.
Team, partners, registration and data privacy appear right where the decision is made. Forms are encrypted, and we only ask for financial data when the inquiry needs it.
Finance companies that work with us.
“Many thanks to the whole INSYNC team for their excellent work. Our entire group of companies received a completely new rebrand, with several websites, completely different designs and more, including CMS management.”
How your project runs.
Three steps. Business websites are usually live in four to eight weeks.
- 1
Intro call
Your offering, your target groups and how leads come in today. Afterwards, you know whether we're a fit and what it costs.
- 2
Concept and design
Sitemap, moodboards and the design of every page in sprints. You weigh in at fixed points.
- 3
Development and launch
Development with Astro or Next.js and Sanity. Then everything goes live, set up for Google and AI search.
- One dedicated point of contact
- Shared Slack channel
- Your team maintains everything itself
What does it cost?
Clear packages instead of price on request. Three project sizes, one team.
Business website
For financial service providers with a clear offering and inquiry path.
from€8,000usually €8,000 to €15,000
- 5 to 10 subpages
- CMS you can update yourself
- Live in 4 to 8 weeks
Includes
- Trust section with team and partners
- Inquiry forms with pre-qualification
- Technical SEO and AI readability from launch
Premium website
For calculators, multiple products and regions.
from€15,000usually €15,000 to €30,000
- Extensive page structure
- Multilingual with dedicated URLs
- Live in 6 to 12 weeks
Everything in Business, plus
- Calculators built on your criteria
- Guide and regional pages alongside the portals
- Multi-step forms with plausibility checks
Website plus system
For leads that should go straight into your system.
Based on scopeWebsite and backend from one team
- Customer portal or login area
- Lead backend and dashboards
- Timeline based on scope
Alongside your website
- Lead backend with status, source and volume
- Handoff to CRM and partners
- Website and backend from one team
Included in every project: concept and sitemap, three mood boards, three hero variants, SEO basics and onboarding. You'll know where your project lands after the intro call.
Everything included that a finance website needs.
Built with Astro, Next.js and Sanity. Readable for Google and AI, maintained by your team.
Guides alongside the portals
Visible in AI answers
Create new pages yourself
Secure and GDPR-compliant
Read first, then decide.
Guides on inquiry paths, conversion and AI visibility, drawn from our work.
Free tool
Can ChatGPT read your website?
Find out in seconds whether ChatGPT, Perplexity and Google can read your website. No email, no sign-up.
Check website
Funnel thinking in web design: from visit to qualified inquiryHow to structure a website along the funnel and which page type does which job.Read the article
Conversion optimization: more inquiries from the same trafficHow to calculate your conversion rate, the most important levers and the most common conversion killers.Read the article
ChatGPT SEO: how your company shows up in ChatGPT answersStep by step: how your website gets cited and recommended in ChatGPT.Read the article
Common questions from financial service providers.
Your question isn't here? We'll answer it directly in the intro call.
What does an agency for financial service providers do?
It builds the part of your sales process that builds trust online and pre-qualifies inquiries: a website with a clear offering, calculators and multi-step forms, visibility in Google and AI answers, and a backend where the leads land. At INSYNC, all of it comes from one team, from €8,000.
How much does a website for financial service providers cost?
At INSYNC, from €8,000. A business website usually costs €8,000 to €15,000; with calculators, multiple products and regions, €15,000 to €30,000 and more. We price a lead backend based on scope.
How long does it take to build?
A business website is usually live in 4 to 8 weeks. Projects with calculators and a lead backend take longer. For a fixed launch date, we plan backwards.
Which financial service providers does INSYNC work for?
For companies with a team: mortgage lenders, asset managers, financial advisors and financial sales organizations, insurance brokers, insurers and fintechs. Individual brokers who only need a standard site are usually better off with a website builder.
What sets you apart from an advertising agency for financial service providers?
A classic advertising agency delivers campaigns and creative. We build what campaigns land on: the website, calculators and forms and the backend for the leads, plus SEO and visibility in AI answers. That makes financial marketing measurable, because every inquiry arrives with its source.
How does a financing calculator on the website work?
Prospects enter a few key figures and instantly get a non-binding estimate. The calculation logic follows your criteria. After that, a short form leads to the inquiry, which reaches your team pre-qualified.
Where do the leads end up?
In a dedicated lead backend or directly in your CRM. Every inquiry arrives with its source, the details from the calculator or form, and a status. Handing leads off to partners via an API is possible.
Can we get found in Google alongside comparison portals?
Yes, with pages the portals don't have: guides on financing and subsidies, pages for your regions and a clear offering of your own. Technically, we build with server-rendered HTML (the page arrives at Google and AI crawlers fully rendered), structured data and fast load times. Our SEO retainer keeps expanding this over time.
How do we handle data privacy for financial inquiries?
With encrypted forms, tracking only with consent and clear rules on who sees which data. We only ask for financial data when the inquiry really needs it.
Which mandatory disclosures belong on the website?
That depends on what you do. Details on registration and supervision often belong in the legal notice. Which ones apply to you is something to clarify with your legal advisor or industry association. We build in the structure for them and don't provide legal advice.
Can we maintain the website ourselves?
Yes. You manage offerings, guides, team and news in Sanity, and you edit text directly on the page. With our AI module, your team creates new guide and landing pages in the website's design.
Since you got here, you've already lost
0 leads.
How much longer do you want to wait? Max will get back to you personally and tell you right away whether we're a fit.
Exaggerated for effect: one lost lead every 6 seconds. Not a measurement, but a picture of how many visitors leave without sending an inquiry.
