OakPath Financial is a small business with a big mission. Their company vision is to walk alongside everyday people, not just the wealthy, to help them achieve financial freedom. We’ve actually had the privilege of working with this client several times over the years for various different projects at different stages in their business life-cycle: as a startup, and as an established company with a client base.
Two websites were built, with complex custom and technical requirements. Several tools were setup, including complimentary advice on a user’s 401K, the ability to view an advisor’s calendar and automatically schedule a consultation, the integration of multiple different pricing structures and service packages, and registration/payment process requirements. In addition to this, a separate website was built; a back-end portal for clients to view their investment portfolios and market summaries.
Success! Now the business is growing their client base daily from the marketing plan recommendations we built for them, and has a new website and video tools to utilize for lead generation. We love partnering with small businesses, as we are one ourselves, and helping them thrive.
Results in a whole new light
Page custom Marketing Plan
Hours shooting & editing Video
Increase in client base
Websites built (including separate Client Portal)
Social media following increase in 30 days
Luminate Marketing did a fantastic job helping us create a very appealing modern website that captures the essence of our brand and value proposition. Our clients and prospects love the functionality and look of the new website experience. The team at Luminate really helped us get our arms around how the website should interact with social media, and our other digital marketing efforts to maximize traffic to the site. Also, from a project management perspective, their team did their utmost to ensure that the project met and exceeded our expectations. ”