Launching a Secure & Engaging Financial Website
The Institute of Financial Services Practitioners ranges across the entire spectrum of the financial services industry. It provides a forum for the continuous exchange of ideas and increased co-operation between various stakeholders. In effect, the Institute represents a distinct and separate professional person – the financial services practitioner.
The business faced a critical need to redesign and develop their online space with a bespoke website approach to stand out in a competitive market. This required modernising the look and functionality while ensuring a seamless migration of all existing data. Key challenges to preserve a personalised experience and increased user engagement include:
DATA MIGRATION
Safely transferring all data from the previous website, including intricate CRM records, without any loss or corruption.
MODERNISATION
Updating the website’s design and user interface to reflect contemporary aesthetics and usability standards.
CONTINUITY AND MINIMAL DOWNTIME
Ensuring the transition to the new website did not disrupt ongoing business operations.
To address these challenges, a comprehensive, tailored solution was implemented in the following phased approach:
THOROUGH PLANNING AND DATA AUDIT
Conducted an extensive audit of the existing data and CRM records to ensure accurate migration planning.
CUSTOM DESIGN AND DEVELOPMENT
Created a unique, modern design that aligned with the brand’s vision, and developed the website using latest technologies for optimal performance and security
SEAMLESS DATA MIGRATION
Utilised advanced tools and techniques to migrate all data, including CRM entries, ensuring no loss or downtime.
USER-CENTRIC FEATURES
Developed a robust event and news pinning functionality, allowing users to personalise their experience by pinning relevant updates and events.
RIGOROUS TESTING AND DEPLOYMENT
Carried out extensive testing to ensure all features worked flawlessly before deploying the new online environments.
