Investment Firm Redesign’s Website to Streamline Content Management and Increase Conversions

Best in Class Website built for sales

Written By // SWC Technology Partners

DiMeo Schneider

Custom WordPress Content Management System

DiMeo Schneider & Associates, LLC (DSA) is an investment consultation firm whose target audience looks for retirement, private or non-profit consultation. DSA approached SWC to create a custom and responsive website where visitors could easily find out more information about their consultation services, knowledge and experience, and contact them.

Intuitive End-User CMS

Prior to the redesign, DSA’s website was dated and their marketing team couldn’t make simple edits without being charged by their previous provider. SWC built the new site using WordPress, a powerful content management system (CMS) with a highly intuitive wysiwyg editor. DSA’s team can now easily and instantaneously maintain and edit their website from anywhere.

Clean, Responsive Design

DSA provides clients with straight-forward advice, so visually SWC instilled simplicity in the typography, navigation, and user experience using a long-form responsive design that looks great on any device. The new website has very clear calls-to-action and DSA’s services are front and center. In addition, the ‘news,’ ‘upcoming events’ and ‘research and resources’ sections on the homepage, besides being practical, show visitors that DSA is active in research and reporting and your own investment advice and portfolio will be reflective of that. Finally, SWC integrated DSA’s custom client portal access into the site’s design, so DSA’s clients could continue to access their data as they had become accustomed to.

Videos Supplement Content

DSA was looking for a way to intuitively and effectively distribute video across their website, lending a sincerity to their investment advice. SWC built video into the design to naturally supplement their content.

Persistent Call-to-Action

Investment consultation websites can be intimidating, but upon navigating to the homepage, visitors see DSA’s three solutions right away, with a persistent and scrollable “Contact Us” button on every page, so that prospects can easily get in touch.


SWC was awarded “Best in Class” in the category of Financial Services by the Interactive Media Awards™ (IMA) for the DSA website redesign project.

Contact SWC to learn more about our award winning digital design services.

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