Financial Services
12x Lead Generation Improvement with Conversion-First Architecture
Engineering a conversion-focused website for a wealth management firm that transformed their digital presence from a brochure into their primary source of qualified leads.
What We Were Solving
The firm managed over 200 million GBP in client assets but their website generated approximately one qualified lead per month. The existing site was a five-page WordPress brochure with generic stock photography, no call-to-action hierarchy, and a contact form buried on a separate page. The bounce rate was 78 percent and competitors were investing heavily in digital. The average client lifetime value exceeded 85K GBP making every lost lead extremely costly.
Our Strategic Approach
We built a conversion-first website where every design decision was reverse-engineered from the desired action: booking a portfolio review consultation. The homepage was restructured with a clear authority narrative flowing into consultation requests. Dedicated service pages with outcome-focused copy and inline booking. A prospect qualification form filters unsuitable enquiries. FCA-compliant disclaimer integration was built as trust signals, not afterthoughts. Perfect Core Web Vitals and page one rankings for three high-value local terms.
Deliverables
- Conversion-first website with authority-building narrative
- Dedicated service pages with inline consultation booking
- Prospect qualification form filtering unsuitable enquiries
- FCA-compliant disclaimer integration as trust signals
- Local SEO optimisation targeting high-value search terms
- Core Web Vitals optimisation achieving perfect scores
- Analytics with conversion funnel tracking
- Content architecture and copywriting structure guide
Project Timeline
Conversion Strategy
Analysed top 10 competitor websites. Mapped conversion barriers. Designed prospect qualification criteria.
Design and Core Build
Bespoke design system, homepage authority narrative, service pages and conversion flows.
Qualification and SEO
Prospect qualification form, FCA disclaimer integration, local SEO and structured data.
Performance and Launch
Core Web Vitals optimisation, GA4 tracking, funnel analytics, cross-browser testing and go-live.
Measurable Results
Want Results Like These?
Tell us about your project. We'll look at the fit and put together a focused proposal after a 30-minute strategy call.
More Case Studies
See how we've helped businesses in other sectors and with different challenges.
Financial Services
From 8-Second Load Times to Sub-Second Performance
Complete infrastructure rebuild for a payment processing platform handling 50,000+ daily transactions, eliminating critical bottlenecks and achieving 99.97% uptime.
Financial Services
6 Person-Days of Monthly Billing Reduced to Fully Automated Overnight Run
Automating the entire billing cycle for a 120-client commercial insurance brokerage, eliminating manual reconciliation and reducing late payments from 28% to under 4%.
Financial Services
Month-End Processing Cut from Five Days to One
Building a secure client portal for a 60-person accountancy practice that eliminated email-based document exchange and achieved full compliance with professional body requirements.
Financial Services
Sub-200ms Data Processing for 500,000 Daily Market Events
Re-architecting a proprietary trading platform backend to process real-time market data feeds with sub-200ms latency, enabling the firm to compete on execution speed.
Financial Services
73% of Members Moved to Self-Service Within 90 Days
Building a secure member portal and automated loan processing system for a regional credit union, reducing branch visit dependency and cutting loan approval time from 5 days to same-day.
Professional Services
22 Hours Per Week Recovered Through Practice Automation
Automating client intake, document management and compliance communications for a 40-person law firm, eliminating administrative bottlenecks that were limiting growth.
Facing a similar challenge?
Tell Us About Your Project.
We'll look at your brief and let you know if there's a good fit. Honestly and without pressure.
Schedule a Consultation