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Optimizing Growth Wealth Platform

Problem / solution narrative—how we moved a high-traffic wealth platform from a legacy content system to a modern, fast web stack without losing trust or velocity.

The Challenge

Transitioning from a dated CMS to a custom-built, high-performance web platform for financial data—with strict compliance expectations and zero tolerance for unreliable releases.

The Result
  • —40% increase in load speed vs. baseline.
  • —Integrated custom CRM via Twenty.
  • —25% lift in user retention through a data-dense, minimalist UI.

CRM · Project record

Success stories

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