“The people who did our branding quoted us, but they were quite a lot of money compared to you guys.”
It doesn’t matter why our clients choose us, what matters is that they have the best client experience possible, it is very important to us. We care and that helps us to stand out from our competition.
As part of our commitment to Discover Financial, we sat down with David Yeardley, one of the directors, to chat about their experience working with us and how we might improve our service.
Who are Discover Financial?
Discover Financial was created to help people reach their financial dreams. They offer financial advice and guidance whether you’re looking to purchase your first home, remortgage, or even plan your retirement.
In short, they have the financial expertise and experience to help turn people’s dreams into reality.
Just like us here at WEBPRO, Discover Financial is committed to providing a personalised service.
Choosing the right template
“I’m not an expert by any means or imagination. But I’ve got a bit of a background in IT so I guess it was a little bit easier for us, but it was pretty easy.”
We offer three template levels, Bronze, Silver and Gold, each with their own levels of functionality. David felt choosing a template was a straightforward process and the team at WEBPRO gave him a good understanding of what he would get with each level.
Shortly after going through the options, he selected the bronze package and placed an order. It couldn’t have been simpler or, as David said, “it was pretty easy.”
Creating the website
Once the order from Discover Financial had been placed, we contacted David for an onboarding meeting and talked through what he was looking for.
When we reviewed the creation process, David revealed there was a little more back and forth than he would have liked and wondered if there was a lack of understanding in what it was he was looking for.
That’s useful feedback for us to take on board and work on. The good news was that David was very happy with the finished website and he was quick to reiterate that he was happy throughout the process of creating his new website as well.
Fundamental to success
David acknowledged that, in the modern world, having a website is fundamental to success. You can’t appear like a professional firm without one.
Not only do Discover Financial now have their own website that looks good, they don’t have to worry about compliance as we got the approval for the initial website and we will also handle the annual renewals.
To get started as a new business, David just wanted an online presence. Our chat revealed the need for more in the future.
Facing the future
AT WEBPRO, we’re invested in the successful futures of our clients. David is grateful for this dedication as the bronze template website was just a stepping stone in getting Discover Financial online.
Thanks to his satisfaction with our initial service, he’s ready to talk to us about marketing, with the end goal more organic traffic as opposed to paid search like Google Ads.
Marketing within the financial services sector can be a challenging process and there is no one-size-fits-all approach. The good news for David and Discover Financial is that we have the experience and knowledge to help him achieve his goals.
