Development of a Secure Financial Services Website with Client Portal and Interactive Resources

The client requires an improved digital platform to enhance client access to detailed financial services information, offer secure account management, and provide beneficial resources such as calculators, blogs, and videos. The current digital presence lacks integration of key client-focused features and secure login capabilities necessary to serve a growing and diverse client base effectively.

A large financial consulting firm offering personalized financial planning and advisory services to diverse client segments such as retirees, widows, and divorcees, seeking to expand digital engagement and improve service accessibility.

• Develop a comprehensive website offering detailed information about financial advisory services.
• Implement secure client login and account access to facilitate personalized financial management.
• Integrate user-centric features such as online calculators, educational blogs, videos, and newsletters to enhance user engagement.
• Incorporate social media integration to broaden outreach.
• Design an intuitive UI/UX optimized for user experience and accessibility.
• Streamline content management capabilities for ongoing updates and content publication.
• Ensure scalable and secure architecture to handle an expanding client base and sensitive data.

• Client login portal with secure authentication and authorization
• Comprehensive informational pages on financial services offered
• Online calculators tailored for financial planning metrics
• Educational blog and video content management
• Newsletter subscription and distribution system
• Social media sharing and integration capabilities
• Content management system for updating service details and resource content
• Customer feedback or checklist forms for service inquiries

• Secure authentication systems (e.g., OAuth, SSL/TLS)
• Content delivery networks for media assets
• Social media platforms for sharing capabilities
• Newsletter management tools
• Potential analytics and internal dashboards (generalized, internal use only)

• High security standards, especially around user data and authentication
• Responsive performance to ensure fast load times across devices
• Scalability to support increasing number of users and content
• Accessibility compliance to serve diverse user needs
• Maintainability for easy content updates and feature enhancements

The new website is expected to extend the client base by providing accessible and detailed financial services online, increase user engagement through interactive resources, and improve customer satisfaction by offering secure account management. These improvements aim to support the client’s growth ambitions and establish a strong digital presence within the financial consulting industry.