Initial Challenges:Commodities investment firm Global Advisors asked for one of the most complex, database-driven environments Blue Sky Projects has yet produced—one that faced the general public, prospective investors, and existing clients and accommodated differing regulations for each one, including those clients outside the U.S.
Design Solutions:Blue Sky Projects created a site that met the clients need for the rock-solid, real time communications that Global Advisors needed. The new site would allow Global Advisors to communicate more effectively with current and prospective investors. Tabbed site navigation and mouse-over data displays let visitors browse or go into surprising depth in their research of the site's public face. Qualified prospects gain access to protected, proprietary knowledge banks, with all requests and responses tracked and verified.
Sales & Marketing Solutions:On the home page, a Share button for social media lets visitors spread the good word about Global Advisors. The pre-qualification application for prospective investors is a 38-page wizard, with a dynamic HTML progress timeline. The wizard sorts U.S. visitors from non-U.S. visitors, and even begins counting down a 30-day "waiting period" as due diligence is performed. The knowledge base features a wealth of content, with videos featuring firm principals. Qualified investment candidates can start an online application to open an investment account.
Business Process Improvements:Global Advisors' new site has streamlined business functions and improved customer relationships. Accessibility is vastly improved and FAQs are supplied by user type. The knowledge base serves up PDFs on the fly, and all client communications are integrated with ACT. All documents, sent or received, are tracked and time-stamped.
- The extensively tested site and wizards deliver cross-browser compatibility and investor confidence.
- Live real-time integration with the ACT customer management software allows the firm's staff to direct specific communications to clients, and record every action.
- Site's database software foundation of asp.net and SQL provides the speed and reliability of the industry standards
User Solutions:Investment information is constantly in flux and no advisor can afford to be purveying stale data, so Global Advisors can update the site in-house—add or change the knowledge base, upload photos or videos, or even manage prospects and their access to the site.
Site Achievements:After Blue Sky Projects built this new
site, Global Advisors had the following
- Staff began using site as primary
means of delivering investment
information to prospects and
- Use of paper documentation
declined, saving time and printing
- Firm saw increase in contacts
from qualified prospective clients