Boston Private Bank is a wealth management, trust, and private banking company dedicated to supporting the personal wealth goals for customers across the country. For close to two decades, we have provided them with UX, tech, and IT security services as well as branding and marketing support. We helped them grow digitally as they grew as a company and strategized ways to leverage every channel in the most efficient way possible.
Every initiative needs to support Boston Private’s value proposition of providing financial expertise alongside a deep understanding of why wealth creation matters to each client. We helped them create two branded web assets, build dedicated landing pages for their locations and products, and continually drive qualified leads as we measure and improve marketing efforts.
As a “high touch, high tech” institution, Boston Private’s digital experience needed continuous updates to match the refined service they cultivate for their clients. We worked with them to repeatedly evolve their web presence to support their growth and allow for increased reliability, better collaboration, and opportunities to share knowledge and client stories.