Financial Planner

Financial Services: Financial Planners & Wealth Management Firms

  • Challenge

A local reputable financial planning and wealth management company needed a complete redesign and optimization of website, marketing materials and lead attraction. The old website had been static for many years, and didn’t meet the new demands of client attraction.

  • Solution Approach

After understanding the business philosophy, culture and management style – we developed composite examples of new layout, navigation/architecture and content pages. This included new color schemes, company branding options and design ideas.

  • Results

The new design was much appreciated by management, and the new marketing efforts and team understanding of importance of the online expectation completely changed. The easy access forms, downloadable materials and phone access let this company grow to new levels with an improvement of over 50% for conversions.