Citadel

Client: Citadel Wealth Management

Deliverables: Website Design, Mobile Website Design, App Design

The goal for this brief was to establish secure, professional and reliable platforms for clients to interact with Citadel and their investment offerings on their mobile or connected devices. These platforms serve as a one stop integrated information system where clients can have access to all their investments, financial planning plans etc. The challenge was to centralize and standardize all digital client facing platforms and interfaces as well create once admin point for marketing to be able to update and manage those communication channels across web and App environments without redeploying.  TFA developed a suite of bespoke investment calculators that calculates results in regards to retirement shortfalls, debit ratios and potential investment shortfalls as a way to generate a leads pipeline to be passed onto sale personal.