Spring 2020
Saggi Financial Solutions
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Craft CMS -
Sass
tl;dr
Sonika Saggi is a Surrey financial advisor who wanted to reach younger families online. We gave her a fresh brand and a fast Craft CMS website with a step-by-step quote form that turns visitors into conversations.
Background
Sonika Saggi is a Financial Advisor based out of Surrey, BC, and has worked full-time in the life insurance and financial services industry for the past 20 years. Sonika approached Q5 with the desire to revitalize her digital presence and attract clients in ways above and beyond traditional word-of-mouth. In particular, she wanted to expand her customer base to include younger families who had grown up with the internet and had a keener eye for the quality of a brand’s digital presence.
Role
While I work with my partner during most phases of the project, my focus is, of course, on implementation.
Process
All of Q5’s projects begin with a discovery meeting to review the current site and its major pain points. Outdated design, confusing information hierarchy, and broken pages were quickly identified. We proposed a simpler website with a fresh new brand, prioritizing faster load times, easy-to-use interactions, and a seamless mobile experience.
For younger families, the brand needed to communicate security, growth, and warmth while staying modern and minimal. The logotype pairs a simple sans-serif with a bright green leaf, and a subtle gradient across all visual elements adds consistency and a sense of motion, even in print.
The site’s goal is to start a conversation. A friendly contact form offers visitors a free quote, walking them through one simple step at a time and asking only for what Sonika needs. Completed forms are emailed straight to her.
The site is built on Craft CMS, my content management system of choice. It let us iterate quickly and gives Sonika an intuitive interface to update her own content, minimizing the need for recurring services.
Results
Through updated modern design, Sonika now has a website and brand that reflects her state-of-the-art services.
Lighthouse results
Using modern web development methods, we made measurable improvements to sonikasaggi.com’s Google Lighthouse score. This score is based on the website’s performance, accessibility, and use of best practices and is an important factor in the site’s search ranking.