1 May 2025

Sector: Financial services

Focus: Website Design & Development, WordPress, Oxygen Builder

Situation

Marketing wanted room for helpful education, compliance needed fixed disclaimers in the right places, and forms had to collect the right data without turning every page into a wall of fields.

What we focused on

  • Disclosure components: Oxygen blocks for warnings and updates, versioned and easy to audit.
  • Topic templates: Consistent article layout for guides, internal linking to regulated product pages.
  • Forms: Field sets aligned to CRM and advice workflow, fewer re-keying errors.

Outcome

Faster content approval cycles and fewer compliance reworks on publish.

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