A Website Redesign Focused on Clarity, User Experience, and Business Growth
When Intelliplan Financial reached out to Robintek for a website refresh, they weren’t looking for a complete overhaul, they were looking for a strategic update. Their current site was functional but lacked the modern design and structure needed to best represent their business online. Our team was excited to partner with them to give their website a fresh look and feel while maintaining the platform they were already using.
Project Goals: Strategic Website Updates, Not a Total Rebuild
At Robintek, we understand that not every project requires starting from scratch. In the case of Intelliplan Financial, the goal was to refresh and redesign key areas of their site to align more closely with their business goals.
We focused on:
- Creating updated page designs for 6 core pages, including the homepage
- Reworking the site navigation for improved user experience
- Incorporating updated brand messaging and visuals
- Ensuring the content structure guided users toward engagement and conversion
Because their existing platform was still functional, our team leveraged our experience with a variety of systems to work within their existing framework. This approach allowed for a cost-effective and efficient refresh that delivers big impact.
About Intelliplan Financial
Intelliplan Financial is a customer-focused financial advisory firm with a mission to help clients “Plan Smarter, Live Better.” Their holistic approach to financial planning empowers clients through education, personalized goal setting, and strategic decision-making. With a commitment to transparency and relationship-building, Intelliplan Financial helps individuals and families take confident steps toward a secure financial future.
Highlights of the Redesign
The redesign was centered around enhancing clarity, trust, and usability: key pillars for any financial services website.
Fresh Homepage Design
The new homepage layout puts Intelliplan’s mission front and center, with updated visuals, messaging, and clear calls-to-action. It now serves as a welcoming introduction that speaks directly to potential clients’ needs.
Improved Navigation
We restructured the navigation and site map to streamline how users move through the site. The revised layout makes it easier for visitors to find essential services, get answers to their questions, and reach out for help.
The Results
Intelliplan Financial is thrilled with their redesigned site. The visual updates align with their brand and help build trust with prospective clients. The new layout supports their business development goals and provides a much-improved experience for both new visitors and existing clients.
Visit the redesigned website: https://intelliplanfinancial.com
How Robintek Helps Financial Advisors Succeed Online
At Robintek, we’ve worked with banks, credit unions, financial advisors, and fintech companies for over 20 years. We understand the unique needs of the financial services industry and build websites that balance professionalism with approachability.
Our websites are:
- Custom-designed to reflect your brand
- Mobile responsive to look great on any device
- SEO-friendly to support discoverability
- Flexible and scalable to grow with your business
Explore how we serve financial services companies:
Financial Website Design by Robintek
Ready for a Refresh?
Whether you’re a financial advisor, bank, or service provider, Robintek can help you modernize your web presence to better connect with your audience.
