Phase Four Financial Solutions Case Study
NEED
Jeff, CEO at Phase 4 Financial Solutions, had a website with a lot of important information and client logins, but it was not easy to navigate for its audience. Phase 4 felt that their brand’s messaging needed to be more clear and impactful because they were losing existing & potential clients to the lack of clarity and accessibility…something that was contrary to their vision of providing financial clarity.
SOLUTION
We knew that providing clarity and confidence in finances was the vision behind Phase 4; therefore, we wanted to create and design a website that showcased the same clarity and confidence for clients looking for financial assistance.
With our Personalized Brand Package, we were able to do just that. We used our 7-step brand story framework to guide the potential clients through Jeff’s highly valuable pool of financial resources. But most importantly, we did so focusing on the simplicity of user experience, with very simple designs and clear CTA’s; giving clients easy access to Client Logins and Appointment Scheduling.
NOTABLE RESULTS
Clearer Messaging w/ Simpler CTA’s
195% Increased Website Traffic
30% Increased Conversion for Client Logins
“Our clients can now have a place to access their finances in a clear and effective way.”
- JEFF BOYD, CEO | Phase 4 Financial Solutions
