Avantax, a leading financial services provider, needed to revamp its digital presence to better connect with its specialized target audience of financial advisors. We set out to create a web experience on Drupal reflective of Avantax’s brand and engage potential clients with diverse financial needs.
Understanding the Challenge
Avantax was focused on transitioning from a broad target audience to multiple highly-targeted audiences, specific segments of the financial advisor community. Starkmedia worked with Avantax to address its ideal customers’ unique needs and preferences.
Building a Solution
Starkmedia implemented a comprehensive strategy focused on deep audience understanding, compelling content, and exceptional design.
- Targeted Audience Focus: We identified and defined Avantax’s key advisor segments, ensuring the website met its specific challenges and goals.
- Content Transformation: We developed a content strategy that delivered valuable insights and solutions, positioning Avantax as a trusted advisor to financial professionals. Organizing content clearly and intuitively made it easy for visitors to find valuable information.
- Brand-Alligned Design: Our design team created a visually stunning, user-friendly website aligned with Avantax’s brand identity.
Making an Impact
The redesigned Avantax website is a powerful tool for generating leads, nurturing relationships, and driving conversions. By tailoring the experience to specific advisor segments, we’ve significantly improved engagement and customer satisfaction. The website’s streamlined navigation, compelling calls to action, and integration with Salesforce Marketing Cloud have optimized the customer journey and enhanced lead management.
By combining strategic planning, expert design, and data-driven insights, we’ve created a digital platform that empowers Avantax to thrive in the competitive financial services industry.
