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Financial services / Modern website / Case study

Financial Advisory Website Redesign

Project details

Services

Content strategyWeb designDevelopment

Technology

Next.js: Provided fast page delivery, strong technical SEO, and flexible landing pages for advisory services.

TypeScript: Kept reusable content and conversion components predictable as the site expanded.

Sanity: Let the advisory team update services, insights, and trust content without developer support.

Calendly integration: Removed friction between evaluating the firm and booking a consultation.

Plausible Analytics: Measured consultation journeys without adding invasive tracking or a heavy analytics payload.

Challenge

The company relied heavily on referrals, but prospects who visited the website rarely booked consultations. The site looked outdated, service offerings were unclear, and there was no obvious path for visitors to take the next step.

Solution

We redesigned the website around client trust and conversion, simplifying messaging, clarifying services, and creating a frictionless consultation booking flow.

Impact

Increased consultation requests from 9 to 23 per month.
Improved the mobile Lighthouse performance score from 54 to 96.
Reduced mobile bounce rate from 61% to 39%.

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