P6 Launches New Drupal Site For Oakland Investment Services Firm

Project6 Design launched a new site for Self-Directed IRA Investment Services Firm, The Entrust Group. The new website design better communicates the brand’s administration, information, and tools to make self-directed retirement investments straightforward and compliant.

A key feature of the site is the custom built Learning Center, created to provide resources like webinars, case studies, articles and course-based events for individuals to better understand investment options and taking charge of their retirement. The Learning Center created an educational platform within Drupal and included: Salesforce CRM integration for seamless lead tracking and customized forms; online registration for events and webinars for a smooth user experience; filterable data to help answer frequently asked questions and sort through a depth of articles, blog postings about types of investments and plans; tagged content to allow the users to easily find relevant content that would help them learn about investments. The site also includes dedicated informational pages for The Entrust Group’s satellite offices to better highlight personnel, locations, regional events and existing user logins.

IRA investment services Drupal website design

Drupal Learning Center Design

Drupal Educational platform development

  • Tags:
    • Drupal CMS
    • Website Design
    • Website Development