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Scalable WordPress Website Development for Wealth Management Firm
  1. case
  2. Scalable WordPress Website Development for Wealth Management Firm

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Scalable WordPress Website Development for Wealth Management Firm

bilberrry.com
Financial services

Challenges with Existing Website & Marketing Integration

Brighton Jones's previous website lacked the flexibility to accommodate rapid growth, new services, and evolving brand standards. Marketing efforts were hampered by a disconnect between website forms and the Marketo marketing automation platform. Form embedding was clunky and not aligned with site design. Lack of personalized content delivery hindered engagement.

About the Client

A rapidly growing wealth management firm focused on providing financial services and investment management to high-net-worth individuals.

Project Goals

  • Develop a scalable and modular WordPress website that can accommodate future growth and content expansion.
  • Implement a flexible design system aligned with the new Brighton Jones brand guidelines.
  • Integrate seamlessly with Marketo for lead generation and form management.
  • Integrate with Lytics for personalized content recommendations and audience segmentation.
  • Improve website performance and page load speed.
  • Streamline website sitemap and navigation.

Functional Requirements

  • Modular content blocks for easy page building and content reuse.
  • Customizable WordPress theme aligned with new brand standards.
  • Form submission integration with Marketo Forms 2.0 API.
  • Content personalization based on Lytics data and user behavior.
  • Blog, webinar, and resource feeds.
  • Responsive design for optimal viewing on all devices.
  • User-friendly content management system (CMS).

Preferred Technologies

WordPress
Gravity Forms
Marketo Forms 2.0 Javascript API
Lytics
HTML5
CSS3
JavaScript

Required Integrations

  • Marketo
  • Lytics

Key Non-Functional Requirements

  • Scalability
  • Performance (fast page load speeds)
  • Security
  • Accessibility

Expected Business Impact

The new website is expected to improve lead generation, enhance brand perception, increase user engagement, and provide a scalable platform for future business growth. Streamlined marketing integration will lead to more efficient lead nurturing and improved ROI.

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