Grow Your Financial Firm
Tailored branding, website design and digital marketing solutions to grow your financial services firm.
Hall Road Investments
Investment Consultant
Hall Road Investments is an independent consulting firm specialising in family office clients, seeking an independent guide through the vast array of complex services required to build the investment infrastructure of the future. We were approached to design a fresh, financial website design to connect with their target audience and clients.
Design a tailor-made financial website design to engage their target audience and drive website conversions.
Ensure the website is responsive to tablets, mobiles and major browsers, as well as being fast to load.
Create an engaging financial website design that clearly demonstrates their value proposition.
Setup a paid members area that allows members to receive family office insights and manage their subscription.
Integrate the website with HubSpot CRM to automate the entry of contact details.
Motivate visitors to sign up for the newsletter by designing engaging, strategically placed call-to-actions.
Project Goals
A clear, concise flow
A key part of the strategy was designing a clear user flow to motivate visitors to either sign up for the newsletter or become a paid member. We created a dedicated paid members area that allows members to receive family office insights. The members area also features a management dashboard as well as automated payment processing for the member's monthly subscription fee. Lastly, we integrated all the website forms with HubSpot CRM to automate the manual entry of contact details.
Highlighting their value proposition
From the start, it was essential to focus on creating an engaging financial website design that clearly highlights their value proposition. We did this in part by adding an email subscription form to the main banner that prompts visitors to subscribe to receive the fortnightly newsletter. We also ensured the home page clearly outlined their three main service offerings; these offerings link to dedicated pages, which allow the visitor to learn more. We achieved another key goal by optimising the financial website for tablets, mobiles and major browsers, as well as being fast to load.
The Solution
"Toby was efficient, great at communicating and produced a great quality website that met my specs nicely. I would have no hesitation in recommending Toby."