Website design for Financial Advisors & Website development for Wealth Management Companies

“Business has only two functions – Innovation and Marketing”

Milan Kundera

Website Design for Financial Advisors / Wealth Managers

Impactful Online presence with experienced professional leading to business generation

Website design for Financial Advisors / Wealth Managers is not a choice anymore, rather a necessity. With increasing number of Investment avenues and products, the demand for wealth managers are consistently increasing. Wealth Managers are the distributors of financial products like Mutual funds, Government securities, Corporate Fixed deposits, NCDs, Stock broking accounts, etc.

We offer a Online website and Mobile App for Individual Financial Advisor or Wealth Managers and Wealth management Companies.As we understand, the expectations of a Wealth Managers from a website revolves around a visibility, convenience and business generation tools. Also, being a distributor, engagement of customers remains a primary objective to generate repeat business.

After calibrating the expectations, we have come up with our offering which will not only make a solid presence on the Online space but also help in lead generation from existing and potential customers.

Get all this for just Rs.5000/ month

Platform Features

Responsive Website compatible with Laptop, Tablet and Mobile.
CMS based website with Homepage and upto 10 pages customization as per your requirements
Hierarchy – Administrator, Author and Subscriber login rights
Access control for each content post
Post Blog without access control
Supported content formats : Video, images, PDF files or text content
Other tools : Customer risk profiler, Basic Calculators, News aggregator
Customer care form integrated with email
Back office linking
Email and Whatsapp integration
Discussion forum (optional at extra cost)
E learning module (optional at extra cost)
Cloud hosting with SSL

Social Media pages creation, maintenance and their Integration with Website

Festival greetings/ product banners upto 12 per annum

Search Engine Optimization along with Maintaining webmaster and analytics

Integration of auto-mailer for subscribers

Subscriber data Insights

Digital Marketing

Lead generation

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All these services are available at additional cost.

Active and Passive promotion of business across digital channels

Discount Campaigns & coupon code for promotional offers

Promotional activities for building Marketing Partners/ Affiliates / Franchisee

Lead generation Campaigns through emails/sms/social media and search engines

Interested !! Please enter your details and we will get in touch with you.

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