Money decisions start with trust, and trust starts with how you look online.
Advisors, educators, and financial businesses. Credible sites, email that gets opened, and a clear next step.
Industry
Financial
- Email that gets opened
- Events you control
- Quizzes that start the conversation
- Booking without phone tag
What we build for you
People hand their money to businesses that look like they'll still be here next year. A dated or careless site quietly costs you the clients who were about to call.
We build sites that read as credible, guide visitors to the one action that matters, and handle sensitive information the right way. When you take payments online, that touches PCI, and we build the checkout so the card number never becomes your problem. More in taking credit cards on your website.
Feducate writes to federal employees about their retirement benefits. When they came to us, fewer than 3% of their emails were opened. Thirty days on EGOmx, it was 60%.
What we hear from businesses like yours
- The site undersells how established you are
- Emails that go unopened
- Events run on someone else's system
- Visitors don't know what to do next
What we build for financial businesses
From work for Feducate and MillionElle.
Email that gets opened
EGOmx, our email platform. About a million emails a month for Feducate, to 532,000 subscribers.
Events you control
Events inside your own site, with automatic follow-up, reminders, and Zoom built in.
Quizzes that start the conversation
MillionElle's money psychology quiz sends each person to their own learning path.
Booking without phone tag
Automated meeting booking, so a prospect books on their own.
Payments handled right
Checkout set up so card numbers never become your problem.
A dedicated server
Feducate's site and mail run on their own dedicated server.
The work
60%Open rate
5 yearsAs a client
Case Study
Feducate
From under 3% to a 60% open rate in 30 days on EGOmx. Then we moved their events into their own site.
3 monthsTo build
Case Study
MillionElle
A store with a money psychology quiz, automated meeting booking, and member community features.
Questions
Our email platform. Feducate sends about a million emails a month on it, to 532,000 subscribers.
Yes. We moved Feducate's events into their own WordPress site, with automatic follow-up, reminders, and Zoom built in.
Feducate's open rate went from under 3% to 60% in the first 30 days. Every list is different, and we tell you what we see before we start.