clients:  Case Studies

Please see a number of recent projects below as a taster of our design capability.

Click on any of them to see the website:

Private Finance

Private Finance nigh net worth mortgages 
  • High net worth mortgage specialists
  • Latest .NET Content Management System enables fast updating of all pages
  • Flash animation with overlaid news features
  • RSS feed and blog for keeping it all fresh
  • Calcualtors help visitors do their own "what if?" scenario planning

Visit the Private Finance website

 

Investor Profile

investor profile fund supermarket
  • Simple and easy online investment supermarket for ISAs and Unit Trusts
  • Users can choose from over 1500 funds across over 90 fund managers
  • System deals with Cofunds in real time for rapid transactions
  • Clients can view their valuation, which uses an Origo compliant XML structure 
  • Once invested, clients can switch funds online using a secure private interface

Visit the Investor Profile ISA Supermarket

 

The Pension Drawdown Company

pension drawdown
  • Specialist website for pension and income drawdown adviser
  • Dynamic testimonials rotating on the homepage
  • Optimised for high ranking in Google and other search engines
  • Separate online marketing campaigns drive traffic looking for pensions and retirement advice

Visit the Pension Drawdown website

 

NEST Pension Advice

personal accounts
  • Information and education about NEST (previously Personal Account Pension) changes in 2012
  • Designed as a stand-alone microsite for clear focus
  • Constantly updated links to articles and news relating to NEST
  • Newsletter subscription facility for stickiness and improved communication
  • Creative design and branding consistent with parent company TISCO
  • Opportunity for employers to register for exempt scheme test

Visit the NEST Pension Advice website

 

TCF Info

treating customers fairly 
  • B2B website for communicating FSA principles of TCF
  • Supported by mortgage lenders for significant industry recognition
  • Registration facility for Mortgage Brokers to gain more information
  • Tips and tools for brokers to ensure they are Treating Customers Fairly
  • Optimised for search engines, and is on page 1 of Google
  • Built on the latest .NET Content Management System

Visit the TCF Info website

 

My Personal Finances

  • Award-winning online adviser website
  • Worksite marketing tools for ISA’s, Mortgages, Life Assurance and more
  • Document library for application forms, reports and presentations
  • Client valuations with online buy, switch, and topup functionality
  • Interactive Planning Tools

Visit the mypersonalfinances website

 

Annuity Services with Origen FS

  • Detailed and focused information on annuities
  • Customised annuity quotation with live comparative XML data feeds from Providers
  • Database of all quotations generated
  • Interactive online service for internal IFAs and Private Clients

Visit the Online Annuity Quotes website

 

Web-based client servicing tools and interactive applications can increase both revenue and client retention. Some of our most popular tools are: