1322 Legacy Strategies
Financial Strategies Firm
Transforming a static financial advisory website into an interactive stewardship journey with personalized roadmaps and value-driven experiences.
The Challenge
Before
- ✕Static, brochure-style website with minimal interaction
- ✕Generic content that failed to differentiate from competitors
- ✕High bounce rates and low time-on-site metrics
- ✕No clear path for visitors to engage or take action
After
- Interactive stewardship journey with personalized guidance
- Value-driven content that resonates with the target audience
- Engaging scroll animations that tell a compelling story
- Clear pathways for different visitor personas
The Transformation
Interactive Elements
We transformed the static website with these key interactive features that engage visitors and guide them through the stewardship journey.
Stewardship Journey
Interactive 4-step roadmap that guides visitors through the stewardship process with animated transitions.
Scroll-Triggered Storytelling
Content and visuals that reveal as users scroll, creating a narrative that keeps visitors engaged longer.
Legacy Calculator
Interactive tool that helps families visualize the impact of their financial decisions across generations.
Value Alignment Quiz
Personalized assessment that matches visitors' values with appropriate stewardship strategies.
The Results
Client Testimonial
"The transformation of our website has been nothing short of remarkable. Our visitors are now spending more time exploring our content, and the quality of leads has improved dramatically. The interactive stewardship journey perfectly captures our approach to wealth management and has helped us connect with clients on a deeper level."
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