Cobalt Wealth: website redesign to target 'right-fit' niche clients | PLOTT Finance

10th Oct 2024

Cobalt Wealth: website redesign to target ‘right-fit’ niche clients

In a well developed marketplace like financial services there’s always the risk of saying the same thing as everyone else. Look around on the internet and it’s as though everyone’s sailing on the sea of sameness. The solution to this is personality, experience and specificity. Know who your clients are, build their experience around that, and be yourself.

Andrew came to this understanding before he came to us. That’s an excellent starting point for us. He has spent over 30 years working as an independent financial adviser, and developing his business. Now thinking ahead, Andrew had chosen to focus his business on his favourite – and most profitable niche – Law. He specialises in financial advice for solicitors and barristers.

Satisfied with his brand and identity, Andrew was nevertheless very open to ideas for improvement. We gently tweaked his logo and introduced a new palette for his brand colours – this often helps when we’re modernising a website – but this wasn’t a brand refresh. Think of it more as a touch-up. It’s pleasing to see him even happier with his brand now.

Creating the experience

But the main reason Andrew approached us was for a new website experience for his ideal potential clients. We wanted to improve the user experience on cobaltwealth.co.uk – and the first step was to consider Andrew’s target audience. We carefully selected some high quality stock photos to quickly show visitors that the website is for those in the legal profession.

We edited or re-wrote the website content throughout, written to speak directly to the audience. What are their specific needs? What would they like to know? What would put their minds to rest? We got into the mindset, and we dealt with these questions – and others – without beating around the bush. (usefully, we have some clients of our own in the legal profession.)

The resulting website is a beautiful and clean design, with a simplified user journey. Now no matter where a user lands on the website – perhaps from a search result – they’ll be able to find the information they need within seconds.

The PLOTT website

Part of the strength of a PLOTT website is in the bits you don’t really see. Our software continues to improve – reducing the upfront development cost, while improving the speed, security, accessibility and SEO readiness. A slick and quick front-end makes it a pleasure for users.

But it’s not only about the end-user – our client’s experience is equally important. So we build websites with administration in mind. Not for us overblown off-the-shelf page-builders – with their steep learning curve and poor performance. Updating a PLOTT website is always a breeze. That’s a win-win. We love win-wins.

Want a FREE Brand and Website Audit?

Think of it as a fact-finding exercise. We’ll report back with notes for improvement, covering branding, design and technical. We’re refreshingly unfiltered and honest. This is how we get such consistently great results.

If you’re a startup you may have nothing to audit. Or you already know your brand needs work. Maybe you hate your website. Don’t worry, it happens.

Either way, drop us a line – or use our online booking tool – and we’ll arrange a call to get the ball rolling.