Cogent Private Wealth Invests in a New Website

Cogent Bank and Appleton have a longstanding partnership with a focus on web development that has resulted in many successful projects. When the Cogent team came to us about creating a new website specifically for their Private Wealth Management Advisory Firm, we were ready to add another brand-aligned, user-friendly asset to the list.

Cogent Private Wealth offers comprehensive financial planning and investment management services throughout Florida. The organization centers its services around core values of integrity, professionalism and dedication. To maximize our understanding of the company and its goals for the project, we started with the discovery session for our web development process. The primary goals defined were:

Developing a user-friendly, responsive, and modern website
Enabling users to quickly and easily get in touch with advisors
Create a website that appeals to Cogent Private Wealth’s diverse target audience
Maintain cohesiveness with Cogent’s brand family while still differentiating the Private Wealth firm’s unique identity and offerings

Ensuring these needs were translated into the final product was paramount through every decision made during the project. From the initial sitemap to the launch and beyond, our team has held the pre-established goals top-of-mind. By listening to our partner’s desires and meticulously designing, coding and adapting accordingly, Appleton was able to create a website to meet both Cogent Private Wealth’s needs and our high standards.

From Visions to Reality

From the beginning of the project, the functionality of the website was prioritized. With the many services offered by Cogent Private Wealth, the navigation was created for users to explore the site and services with ease. Our design team kept the aesthetics modern, clean and sophisticated throughout to visually communicate the organization’s essence and eliminate clutter for a more seamless user experience.

The homepage demonstrates the straightforward, inviting nature consistent across the site. Visitors are immediately encouraged to find out more about Cogent Private Wealth either through the navigation menu or “Let’s Get Started” button. These calls-to-action are implemented frequently to provide users the opportunity to swiftly get in touch with an advisor, which was a top priority for the site.

In addition to providing direct connection with the professionals, Cogent Private Wealth wanted to make its unique approach to financial advising clear. To communicate the firm’s differentiators, some main offerings seen throughout the home page are customized solutions, local advisors, and personable, understanding bankers. These themes are continuously communicated on the site, with each page helping widen the reach to more segments of Cogent’s diverse target audience. With its wide-ranging service offerings, Cogent Private Wealth also has a unique client base. Its team serves business owners, executives and other successful individuals of varying ages and backgrounds. Whether in a business or lifestyle context, the images and aesthetics included were specifically chosen to make any potential customer feel welcome at Cogent Private Wealth.

Behind the Scenes of Cogent Private Wealth’s New Website

As with all projects of this type, Appleton tailored its comprehensive approach to web development to this new website for Cogent Private Wealth. We began with a discovery session that introduced the overall needs, goals and evaluation of assets to be used. Initial research from this phase allowed our team to move into the sitemap creation, followed by intricate design and then programming. This entire process included ongoing updates to Cogent Private Wealth on the site’s development with feedback from its team to ensure the work being done was meeting expectations. Finally, to ensure accuracy, usability and responsiveness, proofing and responsive testing were conducted. Upon approval, initial search engine optimization set-up was completed to make the resource accessible in organic searches. To see the final product in all its glory, visit www.cogentprivatewealth.com.

In today’s digital landscape, the money is in your brand’s website. Appleton is an award-winning, full-service Orlando advertising agency that works with local, national and international clients to deliver impressive ad campaigns, branding, print, web, public relations, social media and video services — all in-house. At Appleton, we want to learn about your business, empower your marketing team and be your creative resource. Your advertising goals are worth a conversation: contact us at 407-537-6352 or info@appletoncreative.com.