Case Study
IHT Wealth Management

Modernizing a Financial Firm’s Digital Presence

IHT Wealth Management is a national financial advisory firm committed to helping individuals, families, and institutions achieve their long-term financial goals. Guided by a client-first philosophy and supported by a nationwide network of independent advisors, IHT delivers personalized investment strategies, retirement planning, and wealth management services tailored to each client’s unique needs.
IHT’s existing website was outdated, sluggish, and lacked search visibility — all of which weakened its credibility and reach. Our objective was to deliver a modern, high-performing digital experience that aligned with IHT’s professionalism, trustworthiness, and nationwide reputation.
Client
IHT Wealth Management
Industry
Finance
Project duration
3 Months
Relaunched
2021
iht before redesign
Key Challenges
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Outdated Design

The website’s dated look and feel no longer reflected the firm’s professionalism or modern financial expertise.

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Poor User Experience

The website’s cumbersome and unintuitive navigation created friction for visitors and hindered engagement.

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Mobile Limitations

The site performed poorly on smartphones — a significant issue, given that mobile users constituted the majority of web traffic.

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Weak Search Presence

Slow loading times and suboptimal SEO performance were significantly limiting the site’s visibility and reach.

DESIGN & DEVELOPMENT
1. DISCOVERY & RESEARCH
Market Analysis

We explored the competitive landscape to identify trends and benchmark best practices.

Analytics Review

We reviewed site performance data to uncover usability issues and content gaps.

Redesign Objectives

We defined clear goals relating to visual design, navigation, and conversions.

Information Architecture

We developed a streamlined structure to improve navigation and content accessibility.

2. Conception & Design

Branding

We developed a full style guide to define a consistent set of brand colors and fonts.

Wireframing & Prototyping

We developed wireframes and prototypes to visualize the new layout and user journey.

Visual Design

We crafted a modern and visually appealing design that aligns with the brand’s identity.

3. DEVELOPMENT & OPTIMIZATION

Platform Selection

We chose the WordPress platform for its scalability and built the site with Elementor to simplify the design process.

Map Integration

We developed a map directory powered by the Google Maps API to visually organize office locations across the country.

Custom Directory

We added a dynamic, filterable advisor directory that allows users to quickly and easily browse profiles.

4. TESTING & LAUNCH
Usability Testing

We tested the site across multiple devices and browsers to confirm a smooth, intuitive user experience and eliminate technical issues.

Performance Testing

We fine-tuned the site for fast load times, responsive navigation, and reliable performance on both desktop and mobile.

Site Launch

We launched the site and closely tracked performance to quickly identify and resolve any issues that surfaced post-launch.

Benefits & Improvements
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Enhanced User Experience

The redesigned site features intuitive navigation and improved content accessibility across all devices, making it easier for visitors to find the relevant information they need.

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Elevated Site Aesthetics

We delivered a clean, modern design with consistent branding to reinforce IHT’s professional image and credibility, helping to build trust with both prospective and returning clients.

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Improved Site Performance

The site now loads faster and performs more reliably, offering a smoother browsing experience that supports both user satisfaction and stronger search engine performance.

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Stronger Lead Conversions

By streamlining the user journey and clarifying calls to action, we made it easier for visitors to schedule consultations—leading to improved lead quality and conversion rates.

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Greater Site Visibility

We implemented proven SEO strategies and tactics to boost the site’s organic visibility, helping IHT reach more potential clients who are searching for a financial advisor.

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Room for Growth

Built with Elementor on the WordPress platform, the new site allows IHT to easily update content, add new advisors, and scale its digital presence as the firm continues to grow.

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Zealth Digital Marketing's work led to a growth in traffic and keyword rankings and a lower bounce rate. The team demonstrates strong project management, consistently meeting deadlines for key deliverables. They are responsive, proactive, and adaptable and demonstrate extensive technical skills.
Digital Manager, IHT Wealth Management

The Final Result

IHT Wealth Management’s redesigned website resolved the shortcomings of the previous version, resulting in a modern, user-friendly, and reliable site. The new site strengthens the firm’s online presence, increases engagement, and aligns seamlessly with its brand and business goals. And because it was built with scalability in mind, it’s well-equipped to evolve alongside IHT’s continued growth.

LET'S CONNECT

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