Investment Firm Redesign's Website to Streamline Content Management and Increase Conversions

Investment Firm Redesign's Website to Streamline Content Management and Increase Conversions

Custom WordPress Content Management System

An investment consultation firm whose target audience looks for retirement, private or non-profit consultation selects BDO Digital for a website redesign project. The firm approached BDO Digital to create a custom and responsive website where visitors could easily find out more information about their consultation services, knowledge and experience, and contact them.

Intuitive End-User CMS

Prior to the redesign, the firm’s website was dated and their marketing team couldn’t make simple edits without being charged by their previous provider. BDO Digital built the new site using WordPress, a powerful content management system (CMS) with a highly intuitive wysiwyg editor. the firm's team can now easily and instantaneously maintain and edit their website from anywhere.

Clean, Responsive Design

The firm provides clients with straight-forward advice, so visually BDO Digital instilled simplicity in the typography, navigation, and user experience using a long-form responsive design that looks great on any device. The new website has very clear calls-to-action and the firm’s services are front and center. In addition, the ‘news,’ ‘upcoming events’ and ‘research and resources’ sections on the homepage, besides being practical, show visitors that the firm is active in research and reporting and your own investment advice and portfolio will be reflective of that. Finally, BDO Digital integrated the firm’s custom client portal access into the site’s design, so the firm’s clients could continue to access their data as they had become accustomed to.

Videos Supplement Content

The firm was looking for a way to intuitively and effectively distribute video across their website, lending a sincerity to their investment advice. BDO Digital built video into the design to naturally supplement their content.

Persistent Call-to-Action

Investment consultation websites can be intimidating, but upon navigating to the homepage, visitors see the firm’s three solutions right away, with a persistent and scrollable “Contact Us” button on every page, so that prospects can easily get in touch.


BDO Digital was awarded “Best in Class” in the category of Financial Services by the Interactive Media Awards™ (IMA) for the firm's website redesign project.