Developing a website for a financial intermediary

Talisman client: since January 2013.

Brief: to create a new responsive website, with engaging content that becomes a resource for advisers.

Having only recently developed a new brand identity for Mariana, we were required to redesign and build their website. Their existing site had grown over time and was not easy to use and didn’t contain any engaging content. The site needed to provide sales leads and a return on investment for the client.

Incorporating financial data into the website

Solution: build a new responsive website that is easily accessible for advisers and investors.

We went through an extensive scoping process with the client, working out what content needed to be carried over and what new content and services could be added. Their site structure needed to be reviewed to showcase the 3 core service areas of Capital Markets, Investment Solutions and Asset Management, with a clear navigation taking people off to the individual websites. We chose WordPress as the Content Management System (CMS), to ensure a quick and easy page creation process and a user friendly system for future amendments. We also wrote bespoke upload processes to allow them to supply daily product Valuations, something no other provider currently offers.

Making the website responsive, many financial websites are still not responsive

In order to ensure a return on investment and to make their website a powerful sales tool, we have also started an inbound and content marketing process using Pardot and Salesforce. The site captures user data and marketing preferences to increase sales leads, offering bespoke blogs and whitepapers for download. It is also optimised for search, ensuring they appear high in Google search without needing to pay for it.

Results: delivered a fully responsive website meeting Mariana’s launch deadline.

We delivered a fully responsive website, on time and to budget with a CMS that is easy for them to update and use. The site is ranking well in Google and new sales leads are already being brought in to the website.

Colour coding on the website helps different stakeholders navigate the pages

Content marketing offerings were integrated into the website

A content hub was integrated into the website, to provide useful content to website visitors