Professional Services

Pacific Spirit Investment Management

Services:

  • Custom WordPress
  • User Experience Design
  • Web Design

About the Company

Pacific Spirit Investment Management is a boutique wealth management firm with over 20 years experience helping clients achieve their financial goals. Led by a Five Star Wealth Manager, the team provides tailored, tax-smart solutions from an independent perspective. Working on a fee-for-service basis, they offer expertise in portfolio management, estate planning, taxes and insurance evaluation.

Objectives
  • Improve device accessibility through Responsive Web Design
  • Effectively communicate company identity, goals, and objectives
  • Increase organic SEO search results and boost overall conversion
  • Feature more emphasis on services to maximize the client experience
Phase 1

Prototyping

Our goal was to differentiate their business approach from that of their competitors. This involved accentuating the full range of their financial services in the most straightforward way. Part of their company’s value proposition is the tailored service they provide, and their availability to answer client questions. The user flow had to inspire confidence and promote clear calls to action.

Phase 2

Style

With the content and layout in place, we set about crafting the site’s emotional appeal. Prospective clients visit the site with a specific vision of their financial future in mind, so our design had to cater to the mindset. Screen-width banners depicting sailing retirees helped set the right tone. Quality photos of satisfied clients, along with bold icons, added vibrancy to the text. The re-worked visual branding provides the right mix of lifestyle appeal and corporate tone.

Phase 3

Bringing it All Together

The WordPress format, as customized by our ace developers, has provided the team at Pacific Spirit Investment Management with a newly responsive content management system; a website optimized for increased conversions. Valuable additions such as the drag down FAQ menu, contact page inquiry form, and news section for blog posts, allow prospective clients the opportunity to engage successfully with the brand online.

View Finished Site

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