As advisors handling clients’ financial futures, transparency and accountability are important to the men and women at Oaktree. However, the company’s old website made transparency difficult. The firm needed a new website that could make communication easier and information more accessible. Oaktree turned to the web design experts at KDG for help.
A simple form on the homepage gives visitors an easier way of connecting with an advisor. No addresses or financial questions needed, just a name, email, and phone number.
Blog posts and white papers aren’t only more accessible on the site, but a new plugin tracks their stats so that the company can see which content is driving the most online traffic.
Oaktree took advantage of KDG’s new standard package that kept the project speedy, but costs low with a semi-custom Wordpress template and a development time of less than 60 hours.
Company newsletters can now reach more subscribers thanks to a MailChimp integration that gives visitors the ability to easily subscribe to updates from a form in the site’s footer.
Visitors know exactly what to expect from Oaktree thanks to a homepage design that puts the three major services the company offers front and center.
Highlighting online case studies showcases the long history Oaktree has of helping individuals, families, and businesses meet their financial goals and plan for their futures.
KDG designed and developed a website that put accessibility at the forefront. Whether visitors were interested in case studies, wanted to read blog posts, or simply needed to get in touch with an advisor, they could do so directly on the homepage. In addition, KDG’s cost-effective approach kept both the price and hours spent on the project low, so Oaktree could manage its own financial resources without breaking the bank.
Since it was founded, Oaktree Advisors has been a firm dedicated to “trust, transparency, and accountability.” The company needed a new website that would highlight these values for both new and old clients alike. When KDG took on the project, designers approached this mission in several ways.
First, they made sure that Oaktree’s services were listed clearly on the website’s home page. While before they were buried within web pages, in the new design they’re clearly outlined and briefly described. By doing so, visitors to the site know, before ever seeing an advisor, the ways in which Oaktree can help them meet their financial needs.
In addition, designers implemented a form on the homepage that makes it easier for visitors to get in touch with an advisor. The form is simple. No overtly personal information is needed and visitors aren’t forced to give away any financial details. Instead, they’re asked only for their name, email, and phone number, which can be filled in and submitted within seconds.
Finally, content that shows expertise is also very important to transparency. Blogs, newsletters, case studies, and white papers are all readily available on Oaktree’s website for users to read, download, and subscribe to. With such a plethora of information, Oaktree expands its credibility as financial experts, with plenty of client feedback to support it.
KDG was able to help Oaktree accomplish all of this without making the financial advisors take a step back and analyze their own spending habits. With KDG’s new cost-centered project package, Oaktree was able to have an entirely new website in less than 60 hours. A customized Wordpress template was used to keep designers within their time constraints and well below budget.