Case Study: Building a CFP Website for Ergle Financial Services How an Online Platform Helps Small Businesses

Dr. Rahul Razdan, CEO Ocoos

11/30/2015 16:06 PM
Total Views: 1546

For more than 25 years, Ergle Financial Services has offered services to help individuals and families in the Ocala, Florida area plan for their retirements. Led by financial advisor Greg Ergle CFP®, the small firm specializes in retirement income planning and retirement investment management.


Like many CFPs, Greg's major concern was attracting new clients, building awareness of his business, and maintaining engagement among his current clients. Greg soon understood that the key to developing a sense of professionalism and trust among potential clients was tied to a savvy web presence.


When Greg realized it was time to create a robust online presence for his firm, he turned to the experts at Ocoos to deliver an online business platform. The Ocoos platform offers the following features that can help CFPs grow their business:


  • Mobile-Optimized, Professional Showcase: CFPs often gain new clients when people search the internet seeking local financial advisors. An increasing number of people are conducting these searches using mobile devices. With these facts in mind, Ocoos creates websites that are optimized across all mobile devices, and which portray trustworthiness and professionalism through clean design, well-written text, and high-quality images.

  • Contact Management: Because CFP's major concerns is engaging with new and current clients, Ocoos websites offer contact management tools that allow you to store valuable client information, such as names, phone numbers, addresses, and email addresses.

  • Customer Relationship Management (CRM) and Advertising Optimization: CRM tools are a must-have for CFPs. They allow you to track and analyze client behavior on your website. With this information, you can create targeted marketing campaigns, and develop valuable relationships with your clients. Moreover, advertising optimization allows you to track and analyze online advertising campaigns to determine their success or failure.

  • Scheduling With Automatic Reminders: CFPs rely on client appointments to conduct their business. With Ocoos's scheduling tools with automatic reminders, they no longer have to answer the phones or manage their calendars themselves. Instead, clients can book appointments online, at their convenience, and they will be sent automatic reminders prior to the appointment.

  • Financial Software Integration and Payment Management: CFPs are tied to financial software such as Quickbooks. Ocoos allows these software products to be seamlessly integrated into your online business platform. Plus, you can incorporate a variety of payment methods, including PayPal.


Not every business needs to incorporate all of the features Ocoos offers, which is why CFPs can work with Ocoos's full-service concierge to have them deliver a website that meets your business goals and user needs.


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