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CLEARWATER WEALTH GROUP
The Challenge
Clearwater Wealth Group came to us with the challenge of rebranding to be more customer-focused. To help them define their target market and to rebrand with a new client-centric website, personas were developed to help reach their target market more effectively with the right messages and tone. To achieve their business goals, they recognized that they needed to make changes to succeed in the competitive financial wealth services industry.
The Process
The Web Wizards began the process by thoroughly analyzing the financial services company’s existing website, marketing materials, and their competitors’ websites and marketing strategies. They we worked with Clearwater to identify their target market, brand pillars, persona pain-points, and define their KPIs: website traffic, lead generation, and customer engagement.
Based on this analysis, Web Wizards developed a fresh new brand, customized photography, and a website optimized for search engines designed to appeal to the financial services company’s target market. Today’s brand messaging strategy drives the digital marketing ecosystem with plans for new digital tools and content for lead generation for their financial advisors.
The Results
The new clean website reflected the customer’s wants and needs featuring clear messaging, calls to action, and a modern design and user-friendly interface. As a result of these efforts, Clearwater increased their website traffic, improved SEO ranking in Google search, generated more leads, and enhanced customer engagement. The new digital ecosystem lead to more clients and growth for the business.
Today, their portfolio managers look at the markets, evaluate client asset mixes, and optimize their client’s financial goals and wealth management plans. In addition, the website plays a significant role in helping communicate the importance of defining clients’ needs and wants by removing the financial jargon and replacing it with friendly language, as you would speak to a friend. There is power in words.