Banks, Credit Unions & Insurers
Account opening, online banking, and claims flows that hold up to both regulators and screen readers.
High-stakes flows, untagged statements, and timeouts with no warning.
Financial services combine high-stakes transactional flows with heavy regulatory attention and a customer base that skews older. Account opening, authentication, statements, and claims submission are exactly the kinds of multi-step, timed, document-heavy processes where accessibility fails quietly.
What's at stake: Web accessibility complaints against financial institutions are common and well-documented, and the sector's existing regulatory posture means an accessibility gap rarely stays a web team problem. Statements delivered as untagged PDFs are a recurring finding.
This is you if
- Session timeouts expire without warning or a way to extend
- Statements and disclosures are delivered as untagged or scanned PDFs
- Multi-factor authentication flows haven't been tested with assistive technology
- Online account opening can't be completed by keyboard alone
What we actually do, in order.
Audit the regulated journeys
Account opening, login and MFA, funds transfer, statement access, and claims — the flows where a failure has consequences beyond frustration.
Remediate documents at the source
Fix the statement and disclosure generation pipeline so documents are born tagged, rather than remediating PDFs one at a time forever.
Resolve timing and authentication
Timeout warnings, extension mechanisms, and accessible MFA alternatives — the criteria this sector fails most consistently.
Document the program
Policy, testing evidence, and remediation records that satisfy internal audit and hold up under external review.
Deliverables, not a status update.
- Accessible account opening, authentication, and servicing flows
- A document pipeline producing tagged, accessible statements by default
- Audit-ready accessibility policy and testing evidence
- Reduced call-center volume from customers blocked online
Services this draws on
- Digital Transformation
- Business Process Improvement
- Business Intelligence
- WCAG & Accessibility Compliance
Industry context: Financial Services
Other situations we're brought in for.
Responding to a Demand Letter
A fast, documented response when an accessibility demand letter or complaint arrives.
Read the use caseBuilding Accessibility Into a Redesign
Getting conformance as an output of the redesign instead of a remediation project six months later.
Read the use caseCareers Pages & Hiring Portals
An application process a qualified candidate with a disability can actually finish.
Read the use case