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Financial Advisor Websites | ”Durkan Consulting provided us with a professional web
site that increases our market reach, is easy to administer, and allows us to
provide value added services to our clients.” Leo Gotleib CFP ™ President, Gotleib & Associates
Retirement Planning L.L.C. Leo Gotleib CFP ™President, Gotleib & Associates Retirement Planning
L.L.C. |
Financial Advisor’s – Do you
have a web site? If so, what is it doing to bring more business your way and to
provide services to your existing clients? Durkan
Consulting has extensive experience providing web-based solutions to companies
in the Financial Services Industry. We can provide you with a site offering a
number of features that will differentiate you from the typical “About
Us” static boring sites to a site that will attract new prospects and
keep your existing clients coming back. Features can include: - Workshop/Seminar Schedules and online
registration
- Financial Q&A Section, News, Presentations,
Learning Center, etc.
- Custom Calculations, Stock Quotes,
etc.
- Customer Service
– Ability for prospects and clients to log issues and for you to be able
to track them through to resolution
- General Company
Information regarding services, employee profiles, etc.
Content Management – Keeping the site fresh and keeping the
costs of running it down! With a site by Durkan Consulting
you are in the driver’s seat and will never have to explain to a client
or prospect that you are waiting for someone to post new information on your
site. We put together what we call an “Administrative Interface” which is a password-protected area of your site that allows you to manage all
pages/information without any knowledge of HTML/code. This drives the cost of
administering your site down and keeps it fresh. Examples include: - Ability to add new workshop dates/locations
- Post news,
articles, Q & A’s, Rates/Calculations
- Ability to
modify content on any page (e.g. employee profiles, services,
etc.)
- Ability to control who receives an email (e.g. when
someone registers for a workshop, someone logs an issue,
etc).
Making it Easy Durkan
Consulting is easy to work with because: - When you speak with one of our
consultants you won’t be confused by technical jargon. We bring to the
table a solid business background in addition to technical expertise. You will
have a single point of contact that will see you through the entire process and
“make it happen”!
- We have experience developing
web solutions for the financial industry which will save you time and money
(e.g. web site compliance, etc.).
- Our pricing is very
reasonable; there are no hidden charges. We typically put together a prototype
and demo it to you at no charge so you have a good idea of the work we do and
how we can represent your company. From there all requirements are defined and
presented to you in a proposal that includes all costs and deliverables and is
easy to understand.
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