The Client

PWL Capital is a privately owned wealth management firm that manages more than $2 billion in client assets. They have offices in Montreal, Ottawa, Toronto, and Waterloo, serving clients all across Canada.

The Mandate

PWL’s financial advisors create & share a wealth of diverse content and needed a platform that is easy to navigate, inspires clients, increases visitors and generates leads.

Their goal was to simplify finance and showcase PWL’s thought leadership through the different content mediums that their advisors create.

Planning for Growth

The PWL team needed a site that best represented their expertise & service offerings. After conducting extensive market research on the investment industry and taking a content inventory of all of PWL’s assets, we created their new and improved site-map.

To create a digital strategy, we conducted a comprehensive SEO audit, competitive analysis and developed a content roadmap to guide the PWL teams editorial process.

Maximizing UX & Elevating Design

We developed an information architecture and full UX to best represent their content, along with dynamic CTAs & landing pages for lead-gen.

Working with designer, Christine Texeira, we transformed the brand’s presence with a refreshed and contemporary look & feel that appeals to a high net-worth clientele.

Building the Portal

To deliver an elegant lead capture solution that integrates with their EMS of choice, that’s easy for the PWL team to use internally, we developed their website from the ground up on the WordPress CMS.

PWL’s advisors and marketing team needed detailed analytics on their content to measure their success. Using Google Analytics and custom Data Studio dashboards, we set up easy-to-digest and visual reports that they could action on.

Making Finance Friendly

PWL’s research team also has a continuously updated resource library of data-rich market statistics, detailed portfolio analysis documents and investment calculators.

To simplify their wealth of data, we developed custom solutions that allowed for the easy and interactive visualizations of charts & graphs.

The Results

PWL’s website has increased engagement with potential customers and existing clients by showcasing their rich and diverse content in an easy-to-use platform that has boosted each teams conversions and leads.

Work With Us

Are you ready to grow your business with us? Get in touch and we’ll grab a coffee to discuss your needs. Let’s see what kind of magic we can make together!