Sage Wealth Management Case Study - Chetaru
Chetaru design website for a wealth management company

About Sage Wealth Management

Sage Wealth Management Ltd is a financial planning specialists serving the North of England through six offices in Chester-le-Street, Alnwick, Hexham, Darlington Newcastle and Carlisle.

Sage Wealth Management has achieved some great results since implementing Chetana’s digital packages. Several keywords rank was over the 100th position But After the digital packages, keywords appeared in the top 20 keywords in the UK.

If these are the kinds of results you’re looking for with your website and digital marketing, please get in touch so that we can help you significantly grow your business

The Challenge

There are a number of potential challenges that can arise when developing a financial advisor website, such as a website for a wealth management company or a financial calculator tool. Some of these challenges may include:

  • Ensuring compliance with regulations: Financial advisors and wealth management companies must adhere to strict regulations, the Financial Conduct Authority’s (FCA) rules in the UK. It’s important to ensure that the website and any financial tools or calculators comply with these regulations.
  • Providing accurate and up-to-date information: Financial information and markets can change rapidly, so it’s important to ensure that the information on the website and any financial tools or calculators is accurate and up-to-date.
secure customize website for Sage Wealth Management
  • Ensuring website performance: The performance of a financial advisor website is important for user experience and search engine rankings. It’s important to ensure that the website is optimized for performance.
  • Ensuring website security: Financial websites are often targeted by hackers and other cybercriminals, so it’s important to take steps to secure the website and keep it up to date to protect against these threats.
Sage Wealth Management website

Chetaru’s Solution

Chetaru has provide a range of services to a financial advisor company, including website design and development, search engine optimization (SEO), social media marketing, content marketing, and more.

To address some of the challenges that may arise when developing a financial advisor website, such as ensuring compliance with regulations and managing client data and privacy, Chetaru could help by:

  1. Conducting a thorough analysis of the company’s compliance requirements and implementing measures to ensure that the website and any financial tools or calculators meet these requirements.
  2. Implementing robust security measures to protect client data and ensure that the website complies with data privacy laws.
  3. Developing a content strategy to ensure that the website’s information is accurate and up-to-date, and implementing an editorial calendar to keep track of updates.
  4. Optimizing the website for performance to improve user experience and search engine rankings.
  5. Implementing SEO strategies to improve the website’s visibility in search results and drive traffic to the site.

Web Design & Development

Why Technology, tools and resources are important to develop the website

Technology, tools, and resources are important in website development for a number of reasons. Using the right technology, tools, and resources can make the development process more efficient and streamlined. This helps to reduce the time and effort required to build and maintain a website. Different technologies and tools are used to add different types of functionality to a website.

Technology, tools and resources used are:

  • HTML 5
  • CSS3
  • Customized WordPress
  • JavaScript
  • Minified code to optimize the loading of the site.
  • SSL Certificate.
  • UX analysis

If these are the kinds of results you’re looking for with your website and digital marketing, please get in touch so that we can help you significantly grow your business

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