financial services websites: secrets to a knock your-socks-off (and compliant!) website
DESCRIPTION
Smarsh Sites offers comprehensive compliance tools and templates to help you build an effective website. Learn more about our websites for financial advisors on our website: http://www.smarsh.com/smarsh-financial-websites.TRANSCRIPT
Smarsh SitesSecrets to a Knock-Your-Socks-Off (and compliant!) website
5 Reasons Why You Need a
Website
In today's business world, the Internet is the fastest growing source for information.
Customers Expect It1
Without a Web presence, your business risks never being found.
*COMPLIANCE REMINDER: Use of web based listing sites such as the Yellow pages and others mentioned in this presentation requires Compliance review and approval of content prior to posting on this site. Please be sure to take this important step before listing on any site.
2 Elevates Your Credibility
An online presence provides you a professional platform to present your products and services
Websites today are the same as a full page ad in Yellow Pages* of yesterday…
Remember to obtain compliance approval for any listings
Expand Your Marketing Reach3Reach your local markets through:
Online local business listings.
Submit to search engines
Submit your company information to the “local business” sections of top search engines and directories
Basic listings are FREE and include your address, phone number, and Website URL; products and services
Typically takes 2-4 weeks to populate
Allows you 24/7 support to your clients and prospects with Website Content and Resources
Content that is industry specific
Product information that promotes what you sell
Monthly content updates
Videos
Social media
Personalized custom pages
Anchor To Your Business4
Customer and prospects can inquire through online contact and request a quote forms
Client Data Collection5
What About Social Media?
I have a Facebook page, so I don’t need a website…
WRONG!
Website vs Social Media Pages
Myth: Business pages in
Facebook, LinkedIN can replace
a website
Social Media is powerful part of
modern marketing
Simple social media pages can
add value, generate leads BUT
it doesn’t replace a professional
website
4 Reasons
SOCIAL
WALLED
GARDEN
BUILDING
CUSTOMER
MINDSHARE
WEBSITE
ANALYTICS
POWERFULLY
DELIVER
YOUR
MESSAGE
How to ensure your site delivers
RESULTS
Mobile Websites
Trends—Mobile internet users surpass desktop users by 2014. Mobile Phones: 1.5B
subscribers globally in 2012 Up 30% from 2011
Websites without mobile-optimized versions frustrate users.
Offering your website’s information in a format that’s mobile friendly is no longer a luxury – it’s a “must have” Image Source
Tablet PC vs Notebooks
Consumer preference shift Notebooks: shipments
grow from 208M in 2012 to 393M in 2017.
Tablets: shipments rises from 121M in 2012 to 416M in 2017. 28% annual growth
Worldwide Mobile PC Shipment Forecast (000s)
Responsive Design
Responsive Websites Uses "media queries" to figure
out what resolution of device it's being served on.
Flexible images and fluid grids then size correctly to fit the screen.
Auto optimized for a PC, a tablet, a mini-tablet or a smartphone instantly.
Get Found
Make sure the people you want to reach can find you SEO-friendly URLs Social integration—put your
social activity stream right on your website!
Instant social share
Personalized and Targeting Web Content
Next big thing? Get the right message to the right person. Location: city, country, region Device: Mobile phone/tablet, Windows, Mac Search keywords: did they arrive while searching for tax or financial planning? Referring URL: where did they come from? Profile: information from visitors Facebook profile, marital status or age.
Source: http://conversionxl.com/how-to-use-personalized-content-and-behavioral-targeting-for-improved-conversions/
Make compliance easy!
Comprehensive Compliance Tools Advanced Analytics Easy Review Compliance thread Flexible review choices Multistage workflow support
