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#FINANCIALSUCCESS

Building a Community of Success

Ulton is one of Australia’s leading mid-market financial advisory firms. With multiple locations in Queensland Australia, they provide the full suite of business advisory, chartered accounting and wealth management services to medium-size businesses and high net worth individuals.

Ulton
Ulton Banner Image
BACKGROUND

More Than Advisors

SERVICES

Website Strategy
Website Design & Implementation
Conversion Rate Optimisation

COMPLETION DATE

Live October 2019 - Ongoing CRO Program

AWARDS

2020 Best Website Design - HubSpot

Impact Award

 

The Challenge

Ulton’s heritage forms a large part of their identity; having served Australian businesses and individuals for over 90 years. They pride themselves on going above and beyond for their clients, helping them to succeed in business and also in life.

However, Ulton’s existing website wasn’t doing justice to the legacy of the brand or performing to attract, educate and convert new customers. Furthermore, the website wasn’t allowing them to easily implement and measure digital marketing campaigns, leading to a shortage of online leads for their Sales team.

The Approach

Through the creation of a new design system, content strategy and technology framework "HubSpot", we implemented a digital transformation of the Ulton brand. We introduced new utilities and experiences within the website to improve the customer journey, establish brand philosophy and encourage prospects to engage Ulton’s leading advisors to achieve financial and lifestyle success.

PROVEN

Results

25x

Increase in online conversion

DESIGN DIRECTION

Providing Certainty, Inspiring Confidence.

We recognised the need to communicate often-complex financial information in a way that was engaging and easy to understand, yet retained Ulton’s insightful and experienced tone of voice. Our simplified design direction was created to support this vision; to provide certainty and inspire confidence among visitors.  

Ulton Home Page
Ulton
BUILDING BRIGHTER

Implementing a Versatile Design System

Drawing inspiration from the local area, Ulton’s brand colours are bold and confident. Through implementing these colours, creating custom iconography and unique layouts with imagery, we represented both the philosophy behind the brand and a revitalised look for their website.

Lime

C47 M0 Y98 K0
#94C93D

Bushland

C100 M15 Y26 K70
#004250

Driftwood

C0 M0 Y0 K90
#404041

Citrus

C4 M47 Y100 K0
#EF9600

Evening Sky

C90 M64 Y0 K0
#3859ED
  • Corporate Tax Advisory (1)
  • Business insurance review (2)
  • Estate protection (1)
  • Asset protection and personal insurance review (1)
  • Leadership (1)
  • Dynamic Focus (1)
  • Accountability (1)
  • Partnership (1)
  • Mergers and Acquisitions (1)
  • Excellence (1)
  • Business insurance review (3)
  • Licensed, fee for service wealth management firm (1)
CUSTOMER JOURNEY

Building Cohesive Experiences That Inspire Action

By simplifying the design of the Ulton website, restructuring its navigation and refining key messages, we achieved a unified customer experience that provided a clear path to conversion for all visitors.

Heat mapping analysis as part of our ongoing Growth-Driven Design program has revealed a greater volume of visitors reaching further below the fold than ever before.

WELCOME HOME

Large C̶o̶m̶p̶a̶n̶y̶ Community

We wanted to present a warm and inviting look and feel that supported the aspirational nature of Ulton’s services. While Ulton is a successful corporate company, they felt their existing “corporate” design was failing to engage their target audience.

Instead, we aimed to communicate community over company, through use of shear gradients, rounded edges and subtle patterns to make visitors feel at home.

BUILT FOR FLEXIBILITY

Easy to Read, Easy to Edit.

Unlike Ulton's previous website, their new system is entirely responsive across devices, which has already vastly improved engagement among mobile visitors.

It's also built with a bespoke system of modular components, giving the Ulton team the ability to evolve the website as their business grows.

24%

increase in mobile sessions

41%

increase in session length

Ulton Financial Mobile-first 3
Ulton Financial Mobile-first 1
Ulton Financial Mobile-first 5
Ulton Financial Mobile-first 2
Ulton Financial Mobile-first 4

Growing Better With a New Digital Experience

The stage is now set for Ulton to ramp up their inbound marketing efforts, attract more of their target audience and generate customers from their website.

Combining their planned inbound marketing efforts with our ongoing Growth-Driven Design program and the power of HubSpot will see Ulton continue to grow for years to come.

guidelines_approved-logo-3

Ulton Financial Website colour panel 1
RESULTS

Making an Impact

Ulton’s new website, messaging and visual identity has already had material impacts on their business. Not only are they enjoying increased visibility online and a greater volume of qualified leads to pursue, but their website is now equipped to support their inbound marketing plans and continued growth into the future.

With our Growth-Driven Design optimisations and inbound marketing campaigns at the ready, we can’t wait to see how Ulton can accelerate their flywheel in 2020.

25x

increase in online conversion

29x

increase in view to customer rate

12x

new contacts since launch

In Their Words
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"We now see Spinfluence as a part of our team. They are really accomodating, open, honest and trustworthy. The main thing I take away is the relationship we have with Spinfluence. We're also working to expand our working relationship and engage them with more digital marketing."

Katrina Darr
Ulton Financial, Marketing Manager
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