Goal: To reduce the number of clicks required for a prospect to turn into a customer. The DOCS Education site had developed a lot of unnecessary heft, and we wanted to reduce the number of hoops visitors had to jump through to view our content.
Goal: To create a visually compelling survey which would gather client information and investing preferences quickly and securely. The resulting data needed to give the account managers analytics to adjust and propose new services.
Goal: To eliminate the clutter of the existing site, increase our web-based traffic, and to direct prospects the site for additional information. Phase two of the project was to use the site as a lead generation and tracking tool when combined with Microsoft Dynamics CRM. The company had also recently undergone a change in branding, and the old site needed to be brought up to match the same visual experience and quality.