JEM Wealth

JEM Wealth had a website that had suited its purpose some time ago, but as the business has grown and goals have changed, the website needed to do so as well.

Explore the transformation
JEM Wealth website display

Project goals

We sought to modernise JEM Wealth’s website to align with their growth and client-first values. Additionally, since their previous designer no longer looked after the website, it had become difficult to update for even basic staff changes – a common problem we see.

uabb-device-phone
uabb-device-desktop

Our approach

We wanted to create a seamless, visually engaging platform that simplifies the user experience while delivering on JEM Wealth’s promise of trust and professionalism.

Book a chat
uabb-device-tablet

Client experience

The new JEM Wealth website enhances accessibility and delivers a seamless experience for their clients. Key features include:

  • Introductory call and discovery meeting options: Clients can book an initial call or discovery meeting with their chosen adviser, whether in person at one of JEM’s multiple office locations or online via Zoom.
  • Streamlined Review Meeting pages: Custom hidden pages for each adviser allow clients to book review meetings easily while completing pre-meeting questionnaires.
  • Google Maps integration: Visual integration of JEM’s multiple office locations makes it simple for clients to find and visit their nearest office.

Custom pages

We developed tailored pages designed to enhance both functionality and user experience:

  • Advisor-specific meeting pages: These personalised pages provide unique meeting links for each adviser, streamlining the client booking process.
  • Pre-review questionnaires: Built-in forms allow clients to provide key information ahead of their meetings, ensuring advisers are fully prepared.

In-built tools

We incorporated tools that simplify JEM Wealth’s workflows and provide long-term value:

  • Automated blog integration: A built-in blog with Mailchimp automation enables JEM to deliver regular updates to clients while boosting website SEO.
  • Integrated client surveys: Customisable survey pages help JEM gather valuable client feedback without relying on third-party tools.
  • Meeting confirmation pages: Personalised confirmation pages guide clients through pre-meeting steps and ensure they arrive well-prepared.

Strategic integrations

To support JEM Wealth’s growth, we built a robust digital infrastructure with forward-thinking features:

  • Tools that enhance client communication and engagement.
  • Streamlined workflows that reduce administrative tasks for the JEM team.
  • Scalable design that allows the website to grow alongside the business.

Patrick, Jacqueline and the team have been excellent to work with! They know their stuff and have put together a website that fits our brief and works very well for us. We could not be happier with the result.

Ben McHugh, Head of Operations

JEM Wealth

The result

The new JEM Wealth website delivers a modern, engaging experience that reflects their growth and client-first approach. With powerful tools for booking, custom pages, and client engagement, the platform simplifies interactions while showcasing JEM Wealth’s professionalism.

Visit website
Back to portfolio

Ready to stand out online?

1

Strategise

We define your website’s structure and messaging together, ensuring a clear vision for the build.

2

Create

From crafting content to reviewing designs, we guide you every step of the way.

3

Launch

We bring your dream site to life, providing 1:1 training so you can manage your site from day one.

Book a chat