WEBSITE 

A key cornerstone of businesses professionalism is to have a meaningful online presence and professional shop window for your existing and prospective clients.  Additionally a place where your clients can access brochures, videos, buy insurance/investment products online, complete/update back office data (fact finding information), access your 'client portal' where clients can access their personal and financial data as well as details and daily valuations on all their assets and investments.

This is what the future financial advisory firm's website looks like... A website is seen as a basic must have and an investment in your business that over time should generate many benefits including client and income generation.

"With circa 70% (Source: CIOdive) and growing of website traffic viewing coming from mobile devices and a decision about staying on a website made within 4 seconds it is essential to grab potential clients attention instantly.  Websites are viewed very differently than 5 years ago and as such a companies website needs to be punchy, relevant and constantly evolving !"

Unlike some providers we do not tie you into a long term contract for ongoing support.  The feature rich website we design for you usually means relying on our professional support in this area and the ongoing technical support we will provide to ensure your site is not out of date in six month time....... 

Our website service looks closely at the interaction between business objectives and your marketing plan (where you hold one) and of course budget !

Here are some of the feature rich services and benefits that come  our 'Core' website service  :-

  • A number of design and color schemes to align to your business and corporate colors.

  • Highly response site - quick page load speed.

  • 7 page site.

  • Desktop and mobile friendly.

  • Support with adding page content - short, relevant and sweet content.

  • Contact/enquiry page.

  • Address and address search functionality.

  • Basic SEO functionality.

  • Support around Financial Promotions approval.

  • Testimonials page.

  • Regular technical updates to keep your site up to date with search engine technologies (where contracted ongoing service provided).

  • Improved professionalism, credibility and reputation.

  • Very cost effective way to promote your business.

  • Business growth and new client acquisition.

  • Enhanced online presence.

  • Time efficiencies – Allow clients to book meetings at your offices (where 'Booking Meeting' add on purchased).

 

Dependent on your budget, your views and drivers around websites as an efficient marketing tool, you can supercharge your Core site with any number of our 'Site Boost' add ons :-

  • 'Self Invest' Solutions - allow clients/investors to buy ISAs, GIA's, pensions, Auto Enrolment/Workplace Pension schemes, online through a restricted advice service, supported by Acutus™ Financial Solutions expertise in this area.

  • 'Life Assurance Self Serve' - allow clients to buy protection plans online through a restricted advice service, supported by Acutus™ Financial Solutions expertise.

  • Additional pages.

  • Calculators.

  • Info & Brochures page - add all marketing brochures, guides (where marketing module purchased through Acutus™ Financial Solutions)

  • Links to (up to 15 where relevant) - brochures, other pages, client portal, external sources.

  • Video Production - Your own white labelled videos produced by Acutus™ Financial Solutions.

  • Adding videos - either your own (up to 5) or white labelled videos produced by Acutus™ Financial Solutions.

  • Utube channel.

  • 'Book Meeting' page - allow clients to book a meeting at your offices, dropping the booking into your diary.

  • Complete Fact Finding & Risk Profiling online.

  • Social media links.

  • Podcast.

  • Member's area.

  • Client data capture.

  • News page/channel.

  • Client portal - give clients access to view all their assets, investments, pensions.

  • Client servicing and back office systems enhancements.

  • Tools for sales generation.

  • Tools to track your site and visitor activity.

  • Client comments section.

  • Live chat - chat online with clients via your website.

  • Pay online - sell services online.

  • Language - Make your site multi lingual (you will need to translate your content, images, videos).

"There has been much innovation recently in the website and financial services tech space, which brings with it exciting additional marketing functionality you can feature in your business!" 

 

A fresh, innovative and responsive website is a must for companies wanting to distinguish themselves from the competition.  You are just a phone call away from gaining valuable business functionality through the support of Acutus™ Financial Solutions without compromise.

Please note due to the nature of websites in general, we cannot guarantee or provide any form of guide to how many new enquiries that may be generated via any website we build.  The science around generating traffic is not straightforward and therefore requires a commitment from a business in time, to build into any marketing plan the development of a website and means outside a website to grow traffic over the medium term.  It is a companies responsibility to obtain compliance approval of any website and Acutus™ Financial Solutions cannot act as nor be held responsible for the compliant nature of a companies website, although will support around the same.

 

Call today, email us or complete our enquiry form and take advantage of our no cost, no obligation initial review service !

Need more information? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

Acutus™ Financial Solutions Ltd is registered in England and Wales no. 11580419. Registered office, Acutus House, Head Office, 178 Lancaster Road, Carnforth, LA5 9EF. Vat no 306064729.

The quidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at financial services companies that provide services to retail consumer (not consumers themselves) based in the UK.  Where information in any form is provided via this website referring to a third party or where a link to a third party website is provided we cannot be held responsible for the accuracy of such information or the content of any external website(s).

Where communicating with us initially online you should never send any sensitive information to us via conventional email unencrypted.  Sensitive information to or from us will/should only be sent securely.  Therefore we cannot be held responsible for issues or consequences in this area where sensitive data is sent to us unsecurely or unencrypted.

 

If you wish to register a complaint, please write to us at the address above or email us at info@acutusfs.co.uk

 

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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Created By Acutus Financial Solutions Ltd