Bank
Sampath Bank · Retail Banking · 2024
Self-service portal + public site
+3.2× digital applications in 9 months
Industry 03 · Financial Services & FinTech
Finance sites that build trust and convert.
Banks, insurers, FinTech, wealth managers and microfinance — we build compliance-first websites and self-service portals with PCI-aware handling, biometric / MFA auth and lead-engineered journeys from awareness to KYC.
Retail Banking
Wealth
Insurance
FinTech
Microfinance
Remittance
01 · The four challenges
Financial Services problems the generic agency can't solve.
Every operator in this sector tells us the same four things. Here's how we engineer each one away.
01
PII leaking through forms, emails and analytics
Most financial sites we audit leak name, NIC, DOB and contact data to ad networks. We build PDPA-compliant from the form field up — every time.
PDPA 2022 · Zero-retention analytics · Field masking
02
KYC journeys that lose 60% of applicants
Branch-era forms don't work on mobile. Our KYC-optimised apply flows split steps, resume-in-progress, and integrate document capture natively.
Mobile KYC · OCR · Resume sessions · Biometric verify
03
Rate comparison tools that don't update
Stale product matrices erode trust. Live rate feeds, disclosure schemas and auto-updating matrices keep the site accurate.
Live rate APIs · Disclosure · Review schema
04
Multi-lingual disclosures handled wrong
Regulatory content in SI / TA / EN must be bit-for-bit equivalent. Our CMS treats disclosures as first-class, versioned, auditable content.
Versioned disclosures · Translation workflow02 · Built for financial services operations
Every capability your team actually runs on.
Modules we've built, tested and shipped — not theory. Plug in the ones your organisation needs.
Apply Journeys
KYC-optimised mobile apply with OCR, biometric verify, resume sessions.
Rate Engines
Live rate feeds, product matrices, comparison tools with disclosure schema.
Self-Service Portals
Balance checks, statements, payment scheduling, support tickets — secure.
Biometric & MFA
WebAuthn, TOTP, SMS-OTP, biometric login with audit logs and anti-fraud rules.
PCI-aware hosting
Segmented hosting, logging, encryption, WAF — reviewed quarterly.
Regulatory Content
Versioned disclosures, multi-language compliance workflows, audit trail.
Lead Scoring
Integration with Salesforce, HubSpot, Zoho — with UTM and attribution.
Anti-Fraud
Device fingerprinting, velocity rules, bot mitigation, reCAPTCHA Enterprise.
03 · Selected sector work
Clients in financial services we've shipped for.
Six recent engagements in this industry. Full portfolio under Our Work.
Microfinance
LOLC Finance · NBFI · 2024
Microfinance apply journey
-48% drop-off on mobile KYC
Insurance
Janashakthi Insurance · Insurance · 2023
Get-a-quote + live rate engine
+214% online quotes — 23% converted
Corporate Bank
Commercial Bank · Retail Banking · 2023
Corporate banking portal rebuild
4.8★ in-app rating, 99.98% uptime
FinTech
DialogFinance · FinTech · 2022
Remittance landing + apply
24k signups in first quarter
Insurance Group
HNB Assurance · Insurance · 2022
Multi-line product architecture
Unified 6 subsidiary sites into one
Trusted by leading financial services organisations
Sampath
LOLC
Janashakthi
Commercial Bank
HNB
Dialog
People's Leasing
Softlogic Finance
We needed a partner who understood PCI, PDPA and the Central Bank circulars — not just design. Mobiz delivered on all three, and lifted our digital applications 3× in nine months.
Rohan Perera
Chief Digital Officer, Sampath Bank
★★★★★
Let's ship a site that compliance approves.
Call
+94 77 385 2227
Email
[email protected]
Visit
26/2 Jayantha Rd, Gampaha
Reply
Average within 2h 14m
NDA ready · Response within 4 business hours