WordPress for financial services and insurance
Marketing ships on time. Compliance signs off first. AI reads the approved version.
Your team updates rates, products, policies and disclosures without a developer queue. Every change follows your approval path and is recorded before it goes live. For banks, fintechs and insurers.
What banks and insurers tell us
Where publishing breaks in a regulated business
Every page on a regulated site already passes legal, risk and brand review. Here is where it still gets stuck.
- “The regulator sets the deadline. Our IT queue sets the date.”
- “We need approvals and an audit trail, not just an editor.”
- “Our CISO has to clear the platform before marketing sees it.”
- “Our product launch waits on the CMS, not on the product.”
- “We make the same change by hand on every site we run.”
What 40Q builds
Speed for marketing, control for compliance
Compliance is doing its job. The platform is what makes it slow. We put your approval path into WordPress, so the controls travel with every page your team publishes.
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“The regulator sets the deadline. Our IT queue sets the date.”
When a regulator orders a document published, the bank answers for the date and the fine, while the page waits for a developer. We give legal and communications the pages they are responsible for. We build: roles that let legal update legal pages and documents on its own, with a short approval path for urgent changes, so a required notice can go live before the business day starts.
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“We need approvals and an audit trail, not just an editor.”
Banks ask how content gets approved before they ask how it gets edited. We move sign-off into WordPress and keep it with the page. We build: approval workflows where legal, risk and brand approve in the editor, with roles for each team and a record of every version, change and approver.
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“Our CISO has to clear the platform before marketing sees it.”
In a bank, security decides first: how people sign in, what runs on the site and what a penetration test finds. We plan for that review from the first week. We build: single sign-on with your identity provider, a short and maintained plugin list, managed hosting such as WordPress VIP, and time in the plan to fix every penetration-test finding before launch.
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“Our product launch waits on the CMS, not on the product.”
A new card, loan or policy is ready, and its page still needs a template built. We give marketing the page types a financial site runs on. We build: templates for product, promotion and landing pages, with rates, fees and disclosures stored once and shown everywhere they appear, including rate tables and calculators.
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“We make the same change by hand on every site we run.”
Banking and insurance groups run a site per country, brand or audience, and often a separate portal for agents. Every copy drifts. We put them on one platform. We build: a multisite with shared components and shared content, where each country, language or agent portal keeps only what is truly local.
Ueno Bank case study
Ueno Bank left Liferay and handed the site to marketing
Ueno Bank, a digital bank in Paraguay, ran its website on Liferay, where content changes went through IT.
40Q moved it to WordPress VIP and launched in weeks. The site runs in Spanish and English, with user roles for each team, and went through security and accessibility reviews before launch. Its marketing team now changes the site on its own, without waiting on developers.
FAQ
What financial and insurance teams ask before choosing 40Q
The objections security, legal and IT raise before a project starts.
Next step
Let approved changes go live without a developer queue
In 30 minutes, a WordPress engineer reviews your platform, your approval path and your security requirements, and shows you where changes get stuck. No deck and no sales pitch.