Altrius Capital Management Case Study

Altrius Capital Management faced challenges in data security, legal compliance, and client engagement. BSPKN provided innovative web solutions and CRM integration to address these issues and drive significant growth.

Objective

To address challenges in data security, legal compliance, and customer portal solutions for a financial and wealth management firm.

Pain Points
- Need for robust data security and legal compliance.
- Requirement for a secure and user-friendly client portal.
- Desire to enhance client engagement and interaction.
Strategy
- Web Solution: Maintained and redesigned a Drupal-based web solution.
- CRM Integration: Integrated a secure CRM for improved data management.
- Content Enhancement: Added video production and animations to enhance client engagement.
Implementation
- Utilized Drupal, secure CRM, video production, and animations.
- Redesigned the website for better security and user experience.
- Developed a consumer portal and document vault for client use.
Results
- New Visitor Increase: 90%
- Blog Traffic Increase: 400%