Developing an intelligent website to build trust with financial services clients

Saltus is an award-winning, independently owned financial planning and investment management company. It offers financial planning and wealth management to private clients and institutions.

Naked Creativity worked as a partner alongside Saltus to create an engaging new website to communicate their refreshed brand and market positioning. This was a major project, working alongside three other agencies providing branding, PR and search engine optimisation (SEO) input, coordinated through Naked’s team. Following the success of the initial launch, Naked Creativity was invited to continue its services on an ongoing basis.

Being a financial services company, Saltus needed the website to convey a sense of care and professional assurance, building trust with clients. The information hierarchy of the website supported this aim by communicating clear messages of the overall Saltus brand, while keeping the four different business strands of Saltus separate for regulatory purposes. Naked’s designers introduced the new brand identities for each Saltus strand; fully implementing all the guidelines set by the branding agency.

The Saltus website - mobile

Naked Creativity are by far the best agency that we work alongside. They have been a key partner in helping us turn our brand vision into reality. Our website is our window and is paramount for building trust and authority with prospective and existing clients alike. Creating a new website was a major project and we needed advice and guidance throughout. That is where the Naked Creativity team excels – they work alongside you to deeply understand your brand and objectives and bring creative and innovative solutions to the table. We didn’t have all the answers, but they helped us reach them. They also have excellent depth of knowledge. Not only did they create something visually engaging with a superb UI, but they were also fantastic in aiding with optimisation, spam and security layers, data capture and full integration with our CRM.

Once the initial build was complete, the strength of the relationship has continued. Our primary account manager, Emma, is exceptionally organised, understands the importance of timescales and has phenomenal creative insight. More than anything though she is just a joy to be around and that is something that can be said about the whole team – we have fun working with them and they are great people. I couldn’t recommend them more.

Jordan Gillies, Partner, Saltus

The Saltus website on an iPhone and iPad - mobile

The previous Saltus website was built on Wordpress and had a significant number of articles that were to be migrated to the new site. Saltus had found editing pages on the previous website quite challenging at times and had issues with spam enquiry form submissions. However, Naked felt that Wordpress was the right platform, given the involvement of other agencies and an anticipated increase in future content. The backend team worked closely with Saltus to create innovative solutions which greatly improved page editing within Wordpress. As well as this, security was enhanced by adding form protection, including Cloudflare to protect against spam submissions.

Data management was also upgraded on the website by enabling information from web forms to be directly saved into CURO, Saltus’s hosted CRM system. This process now saves Saltus vital admin time and streamlines the whole customer care process, recording data and providing a full history of activities, such as downloaded documents.

The developers at Naked Creativity were also able to contribute to the SEO effort. With their deep understanding of on-site optimisation strategies, the team completed an audit of SEO tasks for the new website. This meant that the specialist SEO agency employed by Saltus could focus on off-site optimisation and content, saving both time and money.

Throughout the development, Naked’s team established a great working relationship with Saltus through an open flow of creative discussion. Since completion, this partnership has continued to thrive and Naked’s team now works on an ongoing retainer with weekly review meetings, content support and several new development projects. Saltus is delighted with the new website which acts as a launchpad for the future success of the company.

The Saltus Portal page - mobile
The Asset Allocation Committee page - mobile