case studies

Financial Clients - Instreet, Recap, Quattro, Premium Wealth, BDM Direct, Helmsman and Regal Fund Management.

background / brief

While these companies each had a slightly different brief to work from, the bulk of the brief was the same. They all needed an affordable content management system, which was tailored to their needs. Being in the finance sector these companies wanted to update their news and prices on a weekly and sometimes daily basis. They also wanted to be able add product specific documents that otherwise would have been mailed out individually.

what we did

Our home-grown content management system, IVY is powering all of these financial websites and provides them with key features, like allowing them to easily add and delete pages, edit content and upload their latest financial products.

The sites also include our file uploading system. This system automates their process of supplying confidential (up-to-date) information to specific clients using a secure, password protected download area. Each customer can only access the files that are assigned to him.

We have implemented financial RSS feeds such as the latest stock prices and all ords results. RSS feeds require zero effort as the information is being imported from a third parties website and inform their customer’s everyday with the freshest news.

In addition to the technical requirements, we gave BDM Direct a brand refresh and eye catching home page animation which complements their brand, which is being a bit "quirky".

For Regal Finances, we worked with a photographer to capture their top floor office views over the Sydney Harbor and used it as the driving design element on their website and in printed marketing material.

All of these clients were extremely happy with their sites and say that they love IVY as it is so intuitive and easy to use.