About the Project
Heritage Financial Services is a Massachusetts-based business that provides wealth management and financial planning services to individual investors.
The Brief
Heritage Financial Services had maintained the same website at heritagefinancial.net for several years. They needed a flexible marketing tool for their growing business. Goals for the project were to:
- Better capture and increase leads
- Update the structure and design of the website
- Improved user experience so visitors can easily share content and find related content
- Add more video and a podcast
Our Approach
We recommended a technology update and design refresh that conveyed the high value that Heritage Financial Services provides for its clients. We focused on lead generation and attracting new clients. We implemented a more flexible website structure for strategic marketing initiatives.
The Result
The result is a beautifully designed and visitor-friendly website that:
- Has prominent calls to action
- Has an intuitive menu structure and paths to information to assist users and search engines
- Has individual service pages to help with SEO and user experience
- Has enhanced staff biographies with embedded videos
- Highlights its rich content resources and showcases related blogs and resources with sharing buttons
- Uses visually appealing and easy to scan process blocks
- Features awards and recognitions and client reviews
- Uses a page builder to allow staff to easily update the content themselves
- New fresh photography that better aligns with its client base