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Symes Warne & Associates

Web Site and Content Management System

  Launch Site

Client Introduction

Established in 1982, Symes Warne & Associates Limited is a Licensed Dealer in Securities and a registered Life Broker. One of the largest and most respected firms in the Illawarra, Symes Warne manages over $300 million of both individual and corporate funds.


Project Overview

In order maintain its role as one of the most competitive, professional financial advising firms in Wollongong, Symes Warne required a web site that would not only reflect its brand and services online, but also provide a genuinely useful value-added service to its current clients.

Switch I.T. worked closely with Symes Warne to identify the type of services to be offered online to its clients. At the same time, a simple, professional interface was developed to reflect the firm's offline branding while general content about the firm and its services was developed. Strong consideration was given to maintaining high levels of usability for its target market, which consisted partially of retirees and those not traditionally versed with the Internet.

A secure, password protected client extranet was developed to provide each value-added service, personalised for each client. The secure extranet featured access to the Client Newsletter, Short-term, Long-term and Special Interest Rates, Online Calculators, detailed investing information and a Current Issues area that highlights any current financial news/information clients may find interesting.

A fully customised Content Management System was also developed to enable staff to maintain all areas of the web site in-house, such as modify Interest Rate data, publish Newsletters and highlight Current Issues. The simple, intuitive interface meant no staff training was required.

Switch I.T.'s final solution resulted in a site that is simple to navigate, visually stimulating and further strengthens the critical relationship between Symes Warne and its clientele. With much more advanced value-added services under consideration, Symes Warne will comfortably maintain its respected position in the industry.


Technologies

 
Client Side HTML, JavaScript
Server Side ASP
Database SQL Server 7
Platform/OS IIS, Windows 2000
Switch I.T. Components

Content Management SwitchBack CMS
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Symes Warne Front Page

Front Page

Allows clients to login and provides an overview of each section of the site.

Multilingual CMS

Secure Client Extranet

Provides clients access to an array of value-added services and information.


Office 9, SSHED, 1 Pitt Street, Loftus NSW 2232 Phone: +61 2 9545 7766Fax: +61 2 9545 7701