Smart Website - Financial Sales & Services

Smart Website - Financial Sales & Services
Sample of a news & media Smart Website™

Smart Website - Financial Sales & Services

S$880
Highlights of this Smart Website™  :
 
  • Core Strategic : Smart Financial Services Sales Acquisition
  • Financial Planning Calculators
  • Real-time Direct Prospecting
  • Online Appointment Booking System
  • In-house Affiliate Marketing / Referral System
and more ...

The base infrastructure of the Smart Website™ is built on an award-winning content management system (CMS) which is extremely simple to manage and for non-IT personnel to update the site's contents. A two hours training session (worth $260) will be extended to all new Smart Website™ owners at project completion (max 2 attendees)

 
Note : The prototype of the proposed project you create and submit here is NOT a service order or contract. No payments of any form is required at this stage. After you're done with the customisation, a Business IT consultant will contact you and arrange for a non-obligatory consultation and a formal Service Contract will have to be drafted, agreed and signed before any work can commence.
 
 
Step 1) Choose a Corporate Identity style that best fits your organisation and clientele
Step 2) Identify the strategic functions that will bring the most value to your business
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Style : Provided for reference only. Simply choose "Design From Scratch" if none is close.

Design From Scratch [No Charge]Design From Scratch [No Charge]
Infuse Infuse
MoxyMoxy
NexusNexus
AffinityAffinity
RefractionRefraction
Solar SentinelSolar Sentinel
MeridianMeridian
AkirakaAkiraka
MixxMagMixxMag
VertigoVertigo
Versatility 4Versatility 4
Replicant 2Replicant 2
Metamorph 2Metamorph 2
MetamorphMetamorph
PerihelionPerihelion
TerrantribuneDarkTerrantribuneDark
TerrantribuneTerrantribune
HyperionHyperion
CatalystCatalyst
ChromatophoreChromatophore
SynapseSynapse
HivemindHivemind
Media MogulMedia Mogul
PopulusPopulus
EquinoxEquinox
FirenzieFirenzie
SimplixSimplix
ReplicantReplicant
DarkmatterDarkmatter
BentoboxBentobox
VortexVortex
Sporticus Sporticus
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A} STRATEGIC FUNCTIONS : Financial Sales & Services
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Core Strategic : Smart Financial Services Sales Acquisition (+S$580)

Real-time stock/index tickers, currency tables, futures and commodities price charts. In-depth individual stock technical analysis with historical price charts, measures and ratios. Choose any 3 calculators from a complete suite of financial calculators and financial planning tools {retirement needs, insurance coverage shortfall, budgeting, loan amortisation table etc etc.}. Financial products catalogue with users' commenting and rating capabilities, creating buzz and positive reviews which encourages sales enquiries. Capability to embed live auto-updating charts and tables into blog entries and articles.
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Financial Planning Calculators (+S$100)

Choose any additional 2 calculators from the complete suite of financial planning calculators. Note that 3 caluclators are already included in the Core Strategic function.
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Real-time Direct Prospecting (+S$220)

Monitor your prospective financial services clients in real-time in the background. Just by looking at the real-time analytics data, you'll know what type of products and needs each of them is currently focusing on based on the page titles and urls and time spent on those individual pages being viewed. To instantly engage someone with high sales potential, simply click on Live Chat and start the introductions. Your prospects can also be the one initiating a Live Chat with you by clicking on a "Live Support - Online Now" connect button that you display {optional} on your website. During a Live Support session, you are able to co-browse on the user's computer screen and click on links on his/her behalf in order to direct him to say, for example, a particular info page. Or you can simply 'push' a redirect link button to the user which will popup as a dialog box with Accept or Decline options. You can even 'push' over a pdf brochure of your services. Live webcam video-conversations capable {optional}. Analytics data includes information like their location {country}, number of visits today or over any period range, what pages {page titles & urls} are viewed and how much time spent, all time visits, pageviews and time spent, browser type and number of tabs opened, operating system etc etc, and can are all saved as History which you can access anytime for analysis. Understand browsing behaviors and patterns while you improve on pages with high exit frequencies
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Online Appointment Booking System (+S$180)

Let your clients, recruits, team members see your available timeslots and make real-time online bookings to see you. Bookings are updated and blocked out instantly {think of Sistic concert ticket online purchases}. Be sure to first block out those timings where you do not wish to see anybody. Multi-user enabled. Smartphone {iPhone, Blackberry, Android} remote management and tracking capabilities.
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In-house Affiliate Marketing / Referral System (+S$280)

Integrate and easily administer an in-house affiliate program offering commissions to your affiliates when they refer people to your website which results in a sales, successful recruitment or simply a desired action {such as registering as a new member}. Affiliate marketing is a pay-for-performance internet marketing strategy which has worked well for many retailers and professional service providers. Affiliate registrations, commissions tracking and payments can be fully automated.
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Investments & Fin Planning Discussions Forum (+S$200)

Engage prospective clients in forum conversations offering investments and financial planning advice, tips and knowledge. Sales prospecting while building an expert authority in the financial services industry over time
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Investments & Fin Planning Blog (+S$120)

Generate buzz and new client enquiries while building an authority in your field of expertise over time using a single or multiple authors integrated blogging system. Write about investments ideas & opportunities, financial planning concepts, product launches & IPOs, legislative changes and impact, MAS, SGX and industry regulatory announcements, market trends, procedures advice, professional market analysis and commentaries. Comes with an integrated but optional commenting system.
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Online Recruitment System (+S$180)

Designed for team/agency managers : Post career opportunites where candidates can apply online, fill up application forms and upload resume and files.
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Real-Time Investment & Fin Planning Q&A Chatroom (+S$120)

Engage masses of visitors and prospects all at once through regular scheduling of Q&A/consultation-style real-time chat sessions. As the host of the live chat session, be sure to arm yourself with loads of good answers within close reach because the quality of your responses directly determines the service engagement rates that follows right after.
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Automatic Fin Planning Articles/News {Saved in Database} (+S$280)

Using a scheduled Cron-job, automatically pull financial planning related articles and accompanying images from any feed sources {eg RSS} and automatically generates related news and articles as saved content on your website, keeping your content fresh {Google loves fresh content} and visitors interested.
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Automatic Fin Planning Articles/News {Display only} [Free]

Using a scheduled Cron-job, automatically pull financial planning related news snippets and accompanying images from any feed source {eg RSS} and display them {but not saved for future access} on your website. Usually links to full article on the source website.
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Investments & Fin Planning Articles Repository [Free]

Unlimited number of investments & financial planning related articles in unlimited number of categories. Useful for bringing in visitors searching for related information through search engines. Maintain a rich repository of financial products literature and information for 24/7 access by interested parties. Ability to set viewing permissions of individual articles/whole categories based on different user groups.
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B} GENERAL FUNCTIONS
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Basic SEO {Search Engine Optimisation} Integration [Integrated]

Meta information set to comply with Google standards, alt tags for images properly assigned and other small little details that will make big impacts on your website's SE visibility and rankings. Although most of your optimisation will be with your keywords and content, the design and order of your website layout can play a role in making your site more search engine friendly. The layout code structure is constructed in an atypical fashion which places the main content area before the left and right columns. Therefore, as the main column in the center loads the vast majority of your content and component, it is logical to assume that this is where your most important data is collated. Subsequently, you will want Google and other search engines to crawl that first before moving on to the other elements.
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Feed Syndication {Site-wide} [Integrated]

All of your content pages {articles, blogs, forum posts, comments etc} are automatically syndicated into RSS and Atom feeds for your visitors to subscribe to.
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Website Security Suite {Implement plus 1 year monitoring and limited support} [Integrated]

This security suite is included in every Smart Website™ delivered by WebGuru.sg which provides the level of security most websites may need. Some of the implementations are done inside the codes thus they are transparent to you in the front-end. Some significant implementations includes : 1} Rewrite rules to block out common exploits and bad user agents using .htaccess file in multiple folders. 2} Masking the administrator login url, hiding it from hackers going around searching for common admin urls. 3} Setting of proper file and folder permissions on the server and removing access permissions completely on the most critical configuration files when no editing is required. 4} Ensuring that optimal security settings are used on the server-side {we may advise to change existing host servers if absolutely necessary} 5} setting up of the database with adherence to best security practices 6} Move the main configuration file outside of root folder so no one can view the sensitive contents even if your web server somehow delivers the contents of the php file, for example due to a misconfiguration {instructions on how to access and update config settings will be provided during the free tutorial session}
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About Us / Terms of Use / Privacy Policy [Free]

Professional layouts for these 3 must-have pages.
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FAQs [Free]

Smooth and intuitive FAQ system for everyone's reading pleasure.
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Google Analytics [Free]

Google Analytics is the enterprise-class web analytics solution that gives you rich insights into your website traffic and marketing effectiveness {Note : not real-time}
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Google Calendar [Free]

Visual and functional integration of your Google Calendar into the Smart Website™
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Multi-Language Site [Free]

Currently featuring 52 different languages
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Online Contact / Feedback Form [Free]

Smooth and intuitive Online Feedback system for great contactability.
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Polls & Surveys [Free]

Gather intelligence from your prospects and customers by incorporating polls and online surveys on your website which provides a valuable source of information.
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3D Flipbook Catalogue (+S$280)

Powerful and stunningly impressive 3D flipbook-style catalogue system presenting your products and concepts with style and sophistication {Think Ikea online magazine catalogue}. Shadows and flip sounds included.
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Advanced SEO {Search Engine Optimisation} Suite (+S$180)

Gain a big leap over your competitors in the search engine wars. {Warning : SEO optimisation is NOT a one time magic bullet process, it's an on-going effort and commitment.} With the advanced SEO suite, you can : optimise your pages and meta data for search engine rankings and performance, modify and optimise meta keywords, meta description and page titles on the fly. Know the score for each of your pages' SEO effectiveness. Auto generate Google and Yahoo! Sitemaps so that they can find and understand your site structures easily. Constantly monitor your competitors and make comparisons. Monitor important keyword positions so you can make necessary adjustments. Set permanent redirects for old links for that page will not show up as a 404 Page Not Found and etc.
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Advanced Website Security Suite (+S$150)

Backed up by a team of experts trained to be always up to date with the latest known vulnerabilities and security updates. With this suite, your website will be always protected against the newest threats. The Active Scanner will track and block any intrusion attempt such as SQL injections and DoS attacks. You won't have to worry about security leaks once you set the website in Lock-down mode. The suite allows you to scan and fix vulnerabilities on your own {no expert knowledge needed}. Actively scans all your sensitive file and denies hacker attempts to change them. Filters any request, such as POST, GET, etc. and blocks SQL injection attempts. Notifies you by e-mail when a certain level of Alert is triggered.
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Automatic Tweets (+S$80)

Automatically and instantly posts the titles and urls of new articles, blog entries in your website to your company's Twitter account so your subscribers will not forget you.
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Auto-scrolling Testimonies (+S$180)

Nothing beats word-of-mouth referrals. The next best thing that comes as close is an endless looping scroll of real-life testimonies from droves of happy customers. Can be placed on any position on any page. Testimonies not included.
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Dynamic Image Boxes / Banners (+S$50)

Lively image placeholders that allow creative image sequences & visualisations that can be placed anywhere
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C} MONETISATION FUNCTIONS
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Adbrite [Free]

Visual and functional integration of Adbrite ads
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BidVertiser [Free]

Visual and functional integration of BidVertiser ads
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Clicksor [Free]

Visual and functional integration of Clicksor ads
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Google Adsense [Free]

Visual and functional integration of Adsense ads
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Kontera In-Text Ads [Free]

Visual and functional integration of Kontera ads
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Paid Classifieds and Directories (+S$200)

Provide a space for others to advertise their wares and services. Listing fees are easily collected through integrated Paypal payments.
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Affiliate Income Generation (+S$180)

Visual and functional integration of Affiliate Images & Text Links {secured with URL masking and redirecting}
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Amazon Associates (+S$80)

Visual and functional integration of Amazon Product Boxes
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D} OTHER NEEDS
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Bulk User Creation [Free]

Each new user created will receive an email with log-in details which can be changed at first log-in.
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Existing Forum Migration [Free]

WebGuru.sg can assist in the migration from popular forum systems {phpBB, SMF, vBulletin, myBB, Fireboard} preserving the threads and posts, user accounts and avatars.
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Existing Users Migration [Free]

For companies with existing website users, WebGuru.sg can assist in the migration process to the new database. Minimum fields : Username, Password, Email. Details including passwords will be preserved but please retain backup copies of the data.
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Wordpress Migration [Free]

WebGuru.sg can assist in the migration from Wordpress to your new integrated blog system preserving all entires, images and achives.
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Email Accounts Setup For Staff/Team Members (+S$100)

Setup individual email accounts {eg } for staff/team members {max 20} with login and email system integrated into the Smart Website™ itself, ie Business email login, checking, sending etc can be carried out anywhere with a browser and internet connection.
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Have other specific needs? Describe them briefly here if any.