Legacy Solutions is a community-centred financial services organisation that was founded in 2018 with a focus on integrity, transparency, and ethics. The company, functioning as an independent broker, serves various insurance and financial service providers to provide clients with customised solutions to families and individuals. Their fundamental purpose is to inform clients, assess financial requirements and assist them in making plans towards the future with confidence. Leveraging its solutions and services in long-term security, such as Medicare guidance, healthcare planning, retirement strategies, and life insurance, Legacy Solutions can help each client leave a remarkable legacy to the next generation.
Building Trust-Driven
Digital Experiences That Power Financial Growth
About Legacy Solutions
Problem Statement
Legacy Solutions lacked an effective digital footprint that could provide trust articulately, streamline complex financial products and contribute to future growth, while still meeting compliance standards in the financial sector.
Since Legacy Solutions deals with sensitive client decisions as a financial solutions provider, it did not have a web presence that portrayed professional authority, regulatory knowledge, and trustworthiness, all of which are vital in insurance, retirement, and legacy planning services.
The lack of systematic Medicare insurance, medical content made users not understand the eligibility, the route of coverage, and value propositions, specifically to the older users who are interested in finding real financial guidance.
Poor navigation between life insurance and retirement services resulted in friction, which lowered the level of engagement and stopped the user from pursuing the complicated financial decision-making processes.
The lack of optimisation of CTAs, funnelling of inquiries, and even design towards conversion of retirement planning information visits resulted in the failure of the website to continually turn informational visits into qualified consultation referrals.
Goals to Achieve
Emeriosoft created a modern and compliant site with the emphasis made on clarity, trust, and performance features, which discusses the strategic UX, conversion-based design, and scalable web development technologies to enable the growth of Legacy Solutions.
With a coordination of design, message, and structure with financial solutions best practices, the site now conveys a sense of transparency, ethics and professional trustworthiness, which is needed to engage in financial advisory services based on trust.
Emeriosoft streamlined and organised Medicare insurance and healthcare services with easy-to-understand content layouts, enhanced ease of use, understanding, and trust in users who must manage complex coverage and planning choices.
Smooth navigation and rationalised service channels now unify life insurance and retirement solutions to facilitate competent decision-making processes and entice more interaction with service pages.
The strategic layout of CTA, mobile-friendly inquiry forms, and user-centred designs was extensively enhanced by the Emeriosoft Website Maintenance Services , hence boosting the consultation requests and the overall efficiency of the lead generation processes.
WordPress, HTML5, CSS3, and JavaScript were used to construct the website, which will perform well, be secure, SEO ready, and continue to scale in the long term and has also helped to support internal linking to the major service pages.