We are a boutique financial services firm that focuses on retirement and financial planning for institutional clients with a focus towards public education employees. Our firm target markets to our niche client. We hope to update and revamp our existing website to attract and retain more customers and give a clear call to action.

We would like to work with students to develop a new website that is easy to maintain while providing an appealing interface for users. This can be achieved through common site building tools such as Wix, Webflow, and WordPress.

This will involve several different steps for the students, including:

• Researching different site-building tools and their associated advantages / disadvantages.
• Conducting a needs analysis to determine which platform is most suitable.
• Building a website, with our assistance in providing the content.
• Providing training on updating and maintaining the website.

Bonus steps in the process would also include:

• Recommending potential upgrades or features that can be included in the website

By the end of the project, students should demonstrate:

• Understanding of website platform options
• Identification of the most suitable platform
• Development of a website using the most suitable tool
• Creation of new pages for our website.
• Recommendations for website maintenance

Bonus steps would include:

• Recommending potential upgrades or features that can be included in the website

Final deliverables should include

• A website prototype.
• A final report.

Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:

• Our current products and website design
• Our customer and industry insights
• Input on choices, problems or anything else the students might encounter.