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Updated checklist 2023

30 ways FinTech software can increase their MRR.

Does your website meet most of the requirements per section? These are necessary for a well-converting website within Fintech software.

30 ways FinTech software can increase their MRR.

Does your website meet most of the requirements per section? These are necessary for a well-converting website within Fintech software. 2023 Update.


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Step one

What you must know before building a website

2. Is your USP strong enough.

A USP is a marketing statement that distinguishes your brand from its competitors.

Start with research internally & externally
What, how, who, where, why, when
May change overtime

3. It’s not what we say it is. It’s what they say it is.

Customers will pay a premium for products that shape their personal identities.

The target audience builds your brand
Involve your audience in every step
Long-term process to build

Browse our set of features

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Step two

Creating a converting landing page.

4. Is a website going to solve your problem?

Begin by tracing your audience's path from first meeting you to becoming a loyal customer.

Find out where they're having problems
Both users and decision-makers
Recognize every intention

Above the fold

Everything you see before you scroll. Around 60% won't scroll.

5. Your H1 (title) should be the USP.

The most straightforward method to build hooks is to address your client's main complaint.

Fill in what makes you unique
Keep it short and readable
Value + objection = hook

6. Try to address their pain points immediately.

60% will stop scrolling. Therefore make sure you address their concerns directly.

In bullet points or short sentences
Focus on your software’s outcomes
Your tone & voice have a significant influence

7. Add social proof for instant credibility to your promising.

Quickly capture the attention of visitors and provide immediate validation of your product or service's value proposition, helping to increase trust and conversions.

Show daily users or reviews
Show "no credit card required"
Increases conversions

8. CTA / CTV / Email + CTA.

When your CTA stands out, people will be more likely to click. You could also opt for a CTV or email enter, speeding up the onboarding process.

Call to action
Call to value
Email + Call to action

9. Show your UI (user interface).

Display your software in all of its beauty. The idea is to simulate reality as closely as possible. Don't simply show me lovely pictures. It's preferable if you demonstrate your software in action.

Show your software in action
Keep it close to your target audience
Use a video / Lottiefile

Some interesting examples

Not all examples are based on financial software, but always show the key elements.

Below the fold

Everything you see after you scroll. Below the fold you earn the sale.

10. Start with more social proof.

Above the fold, social proof is about credibility. Below the fold, social proof is about motivating others to take action. It's an open invitation to market your stuff.

Show brands using your software
Show well known partners
Display in a consistent color

11. Am I in the right place?

By creating this area, people will know right away if your solution is for them. Make a page only for decision makers. Accountants and business owners are two examples. They're all there for various reasons. You'll persuade them if you address them differently.

Accountants & entrepreneurs have different benefits
Provide the option to switch (at the top)
They know if your software is for them

12. Features that answer main objections.

Highlight product features that provide solutions to your audience's pain points.

Use animations
Use lottiefiles - high quality, low file size
Positive language - benefits

13. When it comes to money matters, we expect human support.

Given the nature of financial transactions, having a trustworthy point of contact in the case of any difficulties or concerns is critical, since users deserve rapid and attentive help when dealing with money.

Lead into your funnel with a CTA - "ask your question"
People buy from people
Builds trust

14. Lay out all your features.

This section has demonstrated significant impact in our user testing by showcasing the extensive capabilities of your software, proving its ability to meet diverse user needs and requirements.

Short but powerful explanation
As little scrolling as possible
Use icons

15. Persuade them by dispelling their last doubts (FAQ).

One of the most underrated sections of a landing page. This is where you remove some last doubts.

Explore the questions in user testings
Link questions to pain points
One sentence questions

16. Use a QR code in your end call to action.

If you have successfully added the elements above, there is a good chance interested visitors will start your onboarding process. Make it easy.

Insert a QR code for optimal app onboarding (except for mobile)
CTA - CTV - Email + CTA
Make the ask as low as possible
Step three

Creating an error-free onboarding page

17. Web onboarding repays itself in no time.

If your website is visited from a pc, you gain data and potential users with web onboarding as an option. This is a place where others may lose some.

Avoids data loss
Higher onboarding success rates
Potentially resulting in more subscriptions

18. Don't show all fields from the get go.

The simpler the job, the greater the chance of it being accomplished. Apple has been using this method for years.

Lowers the ask
Show on a darker background
Avoid more than four fields

19. Show social proof in onboarding.

An often overlooked place to put social proof. However, this is precisely where you need to convince them one last time.

Convince them one last time
Daily users, important brands, ...
Don't go too far, a simple reminder will suffice.

20. Lower the ask with a return.

Whenever you offer a reward, they're more likely to continue onboarding. A good example is: receive 10 free invoices a month.

Reward in return for an introduction
Lowers the ask
A reminder of what's already in your starters package

21. Sign up with Google, Office or Facebook.

If possible, always try to give the option to sign up using known external platforms. This will create a big difference in sign-ups among the younger generations.

20% more sign-ups
It's a sign-up process they know
It's a sign-up process they trust
Step four

Drive traffic to your website.

22. Add tools to help (PWA).

Beyond being convenient and building credibility, web tools are also a terrific lead magnet for potential users.

Convenient and builds credibility
NR.1 lead magnet for HubSpot
Huge growth opportunities

23. Add documents to help.

This is another great lead magnet. It, too, shows what your software is capable of doing and why it is so useful.

Builds a relationship by helping
Brings them into the funnel
Great for SEO & Marketing

24. All you can deduct - search page! (SEO).

Perhaps one of the most genius SEO strategies in Accountancy Software. With every search term, Accountable will be at the top.

Brilliant SEO strategy.
Answers biggest pain points.
Build it with students and an accountant check up. 

25. Build a sales funnel with decision-makers (offline).

Establish stronger relationships, gain valuable insights into their needs and preferences, and tailor their offerings accordingly to maximize customer satisfaction and retention.

Win-win for both ventures
They are hugely important, you don't want them working against you.
Building robust software together

26. Build a Learning center (SEO).

A major challenge faced by software is that customers often lack understanding of their  practices. Here is a solution that can enhance credibility and improve search engine optimization.

The target audience builds your brand
Involve your audience in every step
Long-term process to build it

27. Your Brand VS Competitor page (SEO).

In addition to showcasing honesty and sincerity in your communications, creating transparency with your audience can help your business gain insights into your competition and better understand your own position in the market.

Many people look up the differences between software (SEO)
A form of honest communication (trust)
Clearly see where you stand

28. Different landing pages per ad copy (SEA).

Using campaign pages for your SEO efforts allows you to create targeted, focused content around specific keywords and themes, which can improve your visibility and rankings in search results.

Recognition builds trust
Different (adjoining) USPs possible
Mostly quick and impactful

29. Test interruption marketing (Meta VS Google).

Many self-employed individuals aren't aware they're allowed to do their own accounting. As a result, there lies a great opportunity in interruption marketing.

Self-employed do not know that they are allowed to do their own bookkeeping
Address them on their pain points
Omnichannel marketing - Organic, Earned, Paid

30. Collaborate with universities (offline).

A strong brand isn't something you build in a day. It takes years of working together with your current and future users. Students are those future users.

Long term goals
Students: accountancy & business
Lectures, possibilities, help, ...

Score your website. Fintech / SaaS Edition.

Test your website using 12 short questions.

Score My Website

Ready to build your own website?

Book a free consultation with our digital strategist, Dieter. Let's see how we can support each other in the future.