Wyoming Interactive Logo
Home // Digital Performance Audits for Financial Services
digital performance audit

Digital Performance Audits for Financial Firms

The financial services industry faces a unique set of challenges when it comes to meeting the increasing digital expectations of clients and stakeholders.

Wyoming Interactive have expertise guiding leading global financial institutions in optimising their digital platforms. Start maximising the value of your digital ecosystem with a digital performance audit.
Book a discovery call

Trusted by leading enterprises for over 15 years

Which of these digital issues are demanding your attention?

Not seeing ROI from your digital experience

Not sure if you really need a full website redesign
Not sure which fixes will drive the biggest impact
New in role and not sure which digital priority to tackle first
Finding it hard to align internal stakeholders
Curious how your digital experience stacks up against competitors

Improving Digital ROI

You don’t need a digital rebuild.

You need your finance platform to deliver more value from what’s already in place. It’s not about redesign. It’s about performance.
Performance Gaps
Uncover underperforming journeys across your finance platform, from low engagement to inefficient task flows or fragmented experiences.
Missed ROI
Identify points where valuable user intent is lost due to friction, unclear pathways, or disjointed content and functionality.
Measured Impact
Improve outcomes through targeted design and flow changes — without the cost, risk, or internal lift of a full rebuild.
Learn what the audit could reveal in your financial firm's current setup.
Book a short call

Website Redesign or Reconfiguration?

Before you rebuild
Get proof that it’s needed.

A digital audit shows where to act first and which fixes deliver the greatest return.
Root Cause
Surface the underlying drivers of underperformance, from poor information architecture to inefficient component design or outdated content strategy.
Drop-Off Points
Identify where target users disengage or abandon tasks across journeys like onboarding, navigation, or service access.
What to Fix First
Distinguish between quick-win redesigns and foundational issues requiring deeper technical work before you default to a rebuild.
Learn what a digital audit could reveal in your current finance platform or site.
Book a short call

Prioritising Fixes

When everything feels broken
It’s easy to lose focus.

A digital audit shows where to act first and which fixes deliver the greatest return.
Conflicting Priorities
When every team has a different view on what matters, it’s hard to move forward, and easy to stall roadmaps.
What to Act On
Get clarity on the highest-impact, lowest-effort changes backed by real user behaviour, not internal assumptions.
Tangible Progress
Align stakeholders around smart, visible wins that build momentum and avoid wasted dev cycles.
Learn what a digital audit would prioritise in your current platform.
Book a short call

New Leader

Inherited a digital platform?
Start with facts, not assumptions.

A performance audit gives new leaders a clear view of what works and what doesn’t.
Inherited Complexity
Legacy platforms, second-hand assumptions, and internal noise can make it hard to see what’s working and what’s not.
What the Audit Shows
Get a clear, independent view of platform performance. Understand what to fix, what to leave, and how to prioritise early momentum.
Fast, Focused Wins
Make confident product and roadmap decisions. Set direction early, backed by data, not guesswork or legacy opinions.
Learn what a digital audit would reveal in your financial platform.
Book a short call

Stakeholder Alignment

When digital teams disagree
Progress stalls.

An audit shows where value is being lost and helps everyone focus on what matters most.
Competing Priorities
Digital progress slows when product, compliance, and marketing all have a different view of what matters most.
Independent Insight
Cut through internal noise with impartial insight.
Highlight where performance is breaking down.
Show which fixes drive value and which can wait.
Client outcome
Align teams around shared priorities.
Make confident product decisions.
Move forward faster, with less internal friction.
Learn what a digital audit would reveal in your current platform.
Book a short call

Competitive Benchmarking

To outperform, you need to know where you stand.

A digital audit benchmarks your platform against peers and highlights where to gain ground.
The Gap
Without visibility into how peers perform, it’s hard to know if your platform is lagging or just underleveraged.
What Audits Uncover
See how your platform stacks up across UX, speed, and usability.
Spot the features competitors get right and where they fall short.
Identify smart wins that help you outperform, not just catch up.
Client Advantage
Confidently prioritise improvements that sharpen your edge and align your platform with what today’s clients expect.
Learn what the audit would reveal about your competitive position.
Book a short call

Insights that drive innovation

Explore our latest thinking on product discovery, customer psychology, and digital transformation.
FEATURED RESOURCE

When metrics mislead: Why Performance Marketing Audits are essential for commercial clarity

Why traffic, clicks, and KPIs aren’t telling the whole story — and how a performance audit brings the real picture into focus.

Learn more

Customer stories

Banc of California

Banc of California needed a better way to introduce small businesses to their full range of services. We created a digital intake tool that acted as both concierge and product matchmaker — capturing business profile data and routing each inquiry to the right banking team.

Result:
A more intelligent starting point for new customers, and a scalable model for rolling out new product offerings.

Terravet Real Estate Solutions

Terravet didn’t just want more leads... they needed the right kind of leads. We built a hyper-targeted campaign using persona-based content formats that matched the moments buyers were in. By aligning messaging to high-value prospects, we helped shift the focus from quantity to quality.

Result:
14.3% increase in e-commerce value in six months
27% more qualified leads
40% higher conversion

Let's talk about your challenge

We'll explore how intelligent product discovery can transform your customer experience and drive growth.
Book a discovery call